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CFO SERVICES

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CFO SERVICES

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CFO Services & Management Consultant. Provide Interim, Part Time and On Demand CFO support to SME & Start-Ups- India & International.

CFO Services & Management Consultant. Provide Interim, Part Time and On Demand CFO support to SME & Start-Ups- India & International.

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CFO SERVICES

  1. 1. Profile - CFO Advisory & Management Consulting - Page 1 of 3 MR. SANJAY BOKADIA JAIN CA (ICAI), LLB, M.COM, B.COM M: +91 9867374066 | E: sanjaybokadia@yahoo.co.in | Mumbai - India LinkedIn @ https://www.linkedin.com/in/sbokadia/ Finance | Strategy | Taxation | FP&A | Fund Raise | M&A | Restructuring | Risk Management 25+ Years of Experience in Manufacturing, Engineering, Real Estate & Service Sectors (Indian & MNC Corporation | US$ 30 mm - 6 bn Revenue | SME & Start-ups Consulting Experience) Executive Summary ▪Visionary ▪Goal Oriented ▪Detailed Oriented ▪Led by Examples ▪Analytical ▪Decisive ▪Determined ▪Resilient ▪Hands On An accomplished, visionary, enterprising, decisive and forward-looking business & finance management professional, recognised for bringing significant value through governance, business intelligence, focused commercial guidance & strategic decision support. Demonstrated capabilities in managing rapid growth, crafting business strategies, scaling of the business, improve productivity & operational excellence, develop business network & relations, implementing business improvement plans, leading transformative initiatives and change management projects. Possess strong leadership in stakeholder relations, people & organization development, effective communication & delegation and superior interpersonal skills to influence decisions. Strong qualifications in driving complex strategic projects & implementing financial control systems and processes, in addition to productivity improvements. I am a qualified Chartered Accountant from the institute of Chartered Accountants of India, New Delhi and Commerce & Law Graduate (B.COM & LLB) from Mohanlal Sukhadia University, Udaipur. Value Propositions - Deliver Tangible Values, Measurable Outcomes & Bring Visible Business Impact Stakeholder Relations Improve Relations-Employee, Board, Customer, Suppliers, Bankers & Investors Strategic Leadership Shaping Business Direction, Provide Strategic Consultation & Management Intervention Strategy Development Strategy Ideation, Formulation, Consultation, Risk Assessment & Action Plan/Execution Growth & Expansion Explore Market & Opportunities, Build Business Network & Customer Relationship P&L Management Improve Margins, Cost Control/Optimization, Productivity & Operational Efficiency Direct Taxation Tax Planning, Structuring, Compliance, Assessment, DTAA, BEPS & Transfer Pricing Fund Raising-Debt & Equity Assist in Fund Raise Plans, Investor Relations, Capital Budgeting & Investment Merger & Acquisition Identify, Evaluate, Mapping Synergies, Build Model, Due Diligence, Valuation, Integration
  2. 2. Profile - CFO Advisory & Management Consulting - Page 2 of 3 Business Turnaround Develop, Strategies & Execute Business Improvement & Turnaround Plan Corporate Restructuring Merger-Demerger: Implement Business, Legal & Tax Restructuring Plans Decision Support Revenue, Cost, Pricing, Procurement, SCM, Contracts, Expansion, Outsourcing, IT Business Intelligence Provide Business & Market Intelligence, Perform Competition Analysis/Benchmarking Business Operation Developing Operations Strategy, Policies, Plans, Procedure, Quality & Administration Contract Negotiation Contract Drafting/Review - Commercial & Legal Terms, Negotiation & Compliance Strategic Planning Define Goals, Validate Assumptions, Develop Business Plans & Execution Strategies Financial Planning/Analysis Develop Financial Plans, Models, Strategies, Cost & Pricing Analysis/Determination Budgeting & Forecasting Budget Planning, Review Assumptions, Set Targets, Define KPIs & Board Presentation Management Reporting Design & Develop MIS Systems, Dash Board, KPIs Tracker & Root Cause Analysis Cost/Process Improvements Identify & Execute Cost Control & Process Standardization/Automation Projects Cash Flow Management Develop Cash Flow Plans, Credit, Collection, Inventory, Payment Cycle & Processes Accounting & Reporting Streamline F&A Operation (GL, AP & AR), Finalise Accounts & Resolve Audit Issues Controls & Compliance Develop & Implement Robust Financial Control Systems, Policies, Processes, SOPs Risk, Audit & Assurance Develop Governance Policies, Risk Assessment & Mitigation, Internal Audit/Assurance Financial/IT Systems Assist in Planning & Implementation - Oracle, SAP, MS Nav, Hyperion & HIMS Industry Work Experience (Jan 1995 TO July 2021) Role/Designation Organisation Industry/Sector Annual Revenue Co-Founder & Executive Director DPR Capital Advisors Pvt Ltd, Mumbai Financial Services NA Group CFO Surya Hospitals Group, Mumbai Healthcare US$ 30+ million Group CFO Indigo Metalloys Pvt Ltd, Mumbai Non-Ferrous Metals US$ 70+ million CFO - West, South & East Region Fortis Healthcare Ltd, Bengaluru Healthcare US$ 1 billion VP - Group Finance & Operation Al Fara’a Construction Group, UAE EPC & Real Estate US$ 1.2+ billion Head - Corporate Finance & Accounts Vodafone India Limited, Mumbai Telecommunication US$ 6+ billion Sr Manager-Corporate Finance & Accounts Tata Communication Ltd, Mumbai Telecommunication US$ 2+ billion Manager - Corporate Finance & Accounts ACG Worldwide, Mumbai Pharma Ancillary US$ 500+ million Manager - Finance & Accounts Mahadev Paper/Deccan Flora, Mumbai Paper/Floriculture US$ 60+ million Internship: Article Clerk (ICAI) Sampati Lal Bohra & Co, CA, Udaipur CA Firm NA Career Notable Accomplishments Finalised Consolidated Financial Statements of 50+ WOS & JV (IGAAP/INDAS, USGAAP, HKFRS & IFRS) Developed & Implemented robust Financial Systems, Processes, Policies, SOPs, DOA & Internal Financial Controls (IFC)
  3. 3. Profile - CFO Advisory & Management Consulting - Page 3 of 3 Fund Raised: US$ 1 billion for Business Acquisition, Expansion, Diversification and Working Capital (Short & Long Term) Led, Participated & Executed 10+ M&A (US$$ 60mm - 20bn), JV & O&M Deals, including Business Integration Developed & Implemented Corporate Restructuring Plans (Merger & De-Merger) for 20+ Group Companies Strategized & Executed 7 Business Turnaround Plans - EPC, Contracting, Healthcare, Non-Ferrous Metals & Engineering Led/Advised: 4 IPO Readiness Projects - 2 Main Board & 2 SME. Implemented 3 Capital Restructuring Projects Advised/Delivered 50+ complex projects in Domestic & International Tax – Planning, Structuring & Advisory Led 100+ Cost Control/Optimization & Value Engineering Projects - Annual cost savings from US$ 0.5mm - US$ 3mm Developed 500+ Financial Plan & Models. Developed Tools & Processes for Financial Planning & Forecasting Implemented IT/ERP/BI Systems - SAP, Oracle, MS Navision, Hyperion Essbase & HIMS (Healthcare) Implemented SOX/404. Developed IFC, Governance & Risk Management Framework/Policies & Processes Flexible, Customised & Competitive Engagement Model CFO Services/Advisory Act as advisor to the CEO/Management team on strategic and operational finance matter, including management intervention, decision support and team guidance & direction. Controller Services Provide expert assistance to lead F&A team to deliver Controllership KPIs - Accounting, Financial Reporting, Audit, MIS, Analysis, Systems, Processes, Policies & Compliances. Treasury Services Complete responsibilities of Treasury & Banking, Banking & Investor Relations, FX Risk & Investment Management, Cash Flow & Working Capital Management. Taxation Services Complete responsibilities of Income Tax & GST Compliance, representation & assessment. FP&A Services Complete responsibilities to lead and execute FP&A activities - Financial Planning, Financial Modelling, Budgeting, Forecasting & Business Analysis. Internal Audit Services Internal Audit Support: Act as SPOC between CFO, CEO, External Auditor, Board & AC. Execution of Internal Audit, Special Audit, Compliance & Process Audit Special Project Advisory Fund Raising - Debt/Equity/Quasi-Equity/Re-Financing/Debt Restructuring Merger & Acquisition (Buy & Sell Side), Investment & M&A Due Diligence Domestic & International Tax- Tax Planning, Transaction Structuring & Advisory Commercial Contract/Agreement Drafting, Review & Negotiation Support Development of Risk Based Internal Audit Plans & Program Developing Business Plans, Financial Models, Financial Projections & Project Report Recruitment Support Provide expert assistance in hiring/recruitment mid & senior management finance team. Provide temp qualified and experienced resources to support special projects. Professional Reference and Client Recommendation will be available on request

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