CFO Bridge - Corporate Business Development Presentation

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CFO Bridge has been in business providing not only a CFO but also a full-fledged and diversified CFO Team and has been serving more than 10 clients in last one year. We partner with you as your ‘CFO’ for all your financial management needs and to provide sound and suitable solutions for your company. CFO Bridge is one-stop solution for all finance, accounting , MIS, process, taxation and compliance services.

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CFO Bridge - Corporate Business Development Presentation

  1. 1. CFO Bridge Let’s make the +Ve difference CFO On Demand Services www.cfo-bridge.in
  2. 2. CFO Bridge Let’s make the +Ve difference Agenda Background Bridging the Gap: Complexity to Simplicity Mr. CFO CFO Bridge : Core Team Services We Offer Few of Our Current Assignments Talk to Us Client Testimonials
  3. 3. CFO Bridge Let’s make the +Ve difference Background
  4. 4. CFO Bridge Let’s make the +Ve difference Background Favorable Macroeconomic Factors  Growth of Indian MSMEs is higher than average GDP growth in last decade  MSMEs contribute to 45% of the industrial output, 40% of India’s exports, employ 60 million people, and create 1.3 million jobs every year Deepening Start-Ups Culture  Increasing number of successful high-growth start-ups  Professional start-ups create new markets with innovative products  Business valuation for investors to measure commercial potential of start-ups Increasing PE Funding  Growing PE culture enhancing separation between ownership and management  Increasing PE culture in traditionally family owned businesses  Increasing number of Mergers and Acquisitions for faster growth and synergies Need for Financial Competencies  Changing SME landscape and professional start-ups has increased demand for finance skills  Demand for services like financial accounting, MIS and Analysis, business valuation, negotiation services, fund raising etc. has increased with changing culture Traditionally finance experts have only focused on large and midsize public listed companies This has created a big gap for financial expertise needed in MSMEs and Start-ups
  5. 5. CFO Bridge Let’s make the +Ve difference Bridging the Gap: Complexity to Simplicity
  6. 6. CFO Bridge Let’s make the +Ve difference Bridging the Gap Complexity to Simplicity with Current Status  Growing Fast with inadequate Finance Support  Challenges in recruiting and developing good finance team  Need finance expertise but can’t afford full time CFO  Excessive focus on financial lag indicators  Fractured MIS reporting and lack of proper governance Goals  CFO on flexible terms (part time, virtual or project basis)  Assistance in getting Funding for Business Growth and Expansion, Equity or Debt from VC / Bank /Angel/IPO  Effective compliance management; protecting and enhancing value  Improved governance and state of the art MIS reporting  Disjointed processes catered to by multiple practitioners  Adequate finance support function  Assistance in Recruitment, Development and Mentoring of finance team  Cost of non-compliance is very high  Single point of contact with accountability  Balanced focus on financial and non- financial lead and lag indicators  Need Funding for Business Growth and Expansion
  7. 7. CFO Bridge – Started in July 2012 Let’s make the +Ve difference Why Us On Demand CFO - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - On Demand CFO Services  Part time, virtual or project based  Provides measurable outcomes  Flexi compensation – variable, retainer, outcome based etc. Team Approach - - - - - - - - - - - - - - - - Team Approach Delivery through a dedicated team leader and support team to address all financial & strategic concerns Diverse Talent Pool - - - - - - - - - - - - - - - - - - - - - - - - - - - - Diverse Talent Pool Diverse talent (MBAs, CAs, Engineers, Mathematician s) pool. We provide services in Strategy, Costing, MIS, Accounting, Tax ation, Fund Raising, Compliance , Valuations etc. ONSITE Presence - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Emphasis on ONSITE Presence Onsite presence for client benefit - faster solutions by understanding live business challenges - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Process Driven Focused Approach We have a thorough understanding of processes that work for an organization and can easily replicate it for success Vast Network Vast Network CFO-Bridge is connected to a vast network of Investment Bankers, VCs, Angel Investors, Suppliers, CAs, Banks
  8. 8. CFO Bridge Let’s make the +Ve difference Mr. CFO
  9. 9. CFO Bridge Let’s make the +Ve difference CFO on DemandSrinivasan V Experience  CFO of Bharti AXA Life Insurance – 5 years  Sr. VP with ICICI Prudential Life Insurance – 2 years  CFO of AMP Sanmar Life Insurance – 3 years  General Manager Finance of Cairn Energy – 6 years  Accountant 1990 to Feb 1996  A Chartered Accountant  24 years of experience in finance & accounts  Working as CFO from last 10 years  Started CFO Bridge in July 2012 Expertise  In depth understanding of profitability and growth drivers  Financial planning, analysis of data including trend analysis  Experienced in selection and application of strategy including ‘modelling’ (Strategic Planning) & testing ‘what if’ scenarios  Implementing IT Systems – changeover from one to other  Implementation of Finance transformation projects – Review People-Process-Systemsand recommend against benchmarks  Interfacing with regulators, government authorities, industry bodies  Training and Development of Finance Talent  Process Review – identify “leakages”, identify improvements Founder – CFO Bridge
  10. 10. CFO Bridge Let’s make the +Ve difference CFO Bridge : Core Team
  11. 11. CFO Bridge Let’s make the +Ve difference Ms. Shefalika Sharma MBA – 13 Years Experience • Analytics • MIS & Presentation • Strategy review and analysis • Process review and integration with strategy CFO-Bridge: Core Team Mr. Hitesh Kothari MBA – 3 Years Experience • MIS, Dashboards and Analytics • Strategy review and analysis • Product Costing and Business Valuation CA –20 Years Experience • Review & Design of Business Processes • Financial Accounts, Corporate Policies & Procedures (SOPs) • Risk Assessments Mr. Agnel D'SouzaMr. Madhavan MSc – 25 Years Experience • Preparing financial accounts • Taking care of tax compliance • Basic MIS preparation Mr. Venkatesh Raghavan MBA – 8 Years Experience • Private Equity Investments • Strategic Planning and Business Valuation • Deal Structuring & Execution We have available empanelled experts in legal, audit, actuarial etc.
  12. 12. CFO Bridge Let’s make the +Ve difference Services We Offer
  13. 13. CFO Bridge Let’s make the +Ve difference Services Accounting Services  On-site using client’s People and Systems  Offsite through Self Staff and Systems Reporting and MIS  Data Analytics, MIS, Trend Analysis and preparation of a Comprehensive Management or Board review pack containing both financial and non financial lead and lag indicators and commentary Strategic Planning Support  Evaluation of strategy, assistance in evolving right strategy, preparation of business plans and benchmarking of strategy with competition based on market intelligence Recruitment, Training and Development of Finance Staff  Recruitment, Training and Mentoring finance staff and inculcating a process driven organization culture Fund Raising  Assistance in preparing cash flow and pitch document for fund raising  Can focus on equity, debt, mezzanine, leasing options  Managing the process end to end including drafting of term sheets and SHA Compliance Services including Tax compliance services  Advisory for Income Tax, Service Tax , filing of returns, transfer pricing study as well as handling litigations. Simple RBI, Secretarial and HR compliances are also provided
  14. 14. CFO Bridge Let’s make the +Ve difference Services Process Support  Evaluation of financial control processes, assistance in evolving appropriate processes to ensure reliable and timely reports Diagnostics  Diagnostic tests across finance functions and report findings on weaknesses, adequacy of controls, process efficiency, people competency, adequacy/currency of IT systems etc. Finance Transformation Project  Based on the above diagnostics, designing and recommending Target Operating Model (TOM) for People-Process-Systems Due Diligence Services  Review and study of target entity to advise on state of affairs & fair value Risk Related Services  Evaluation of current risk management practices, suggestion and implementation assistance of operational, strategic and treasury risk management initiatives
  15. 15. CFO Bridge Let’s make the +Ve difference Few of Current Assignments
  16. 16. CFO Bridge Let’s make the +Ve difference An Ecommerce Entity  Develop finance staff – recruit, train and mentor  Establish systems, finance controls from scratch  Establish processes to eliminate leakages and wastages in production cycle  Help them identify collaboration opportunities  Help in fund raising,, managing investor due diligence A Large Life Insurance Company  Benchmarking functional outputs with best standards  Providing support to functional heads and lending technical expertise  Developing a paper on future state of Life insurance industry and advising on steps to be taken CFO-Bridge: Snapshot of Our Current Assignments Micro Finance Company  Develop finance team – recruit, train and mentor  Supervise in-housing of finance functions transitioning from outsource vendor  Development of MIS pack , scorecard  Implement finance & operation processes / enhancements CA Coaching Institute  Renegotiate and strengthen revenue generating opportunities  Launch and distribute India’s First Tablet based CA learning tool  Continuously innovate on eLearning initiatives  Strategy to become a national player  Online and Ecommerce strategy and advise A Record Management Company  Setting in place state of the art financial accounting and MIS architecture  Procuring tax effective funding for business expansion  Enhancing tally architecture  Training and development of finance team
  17. 17. CFO Bridge Let’s make the +Ve difference A Large Healthcare Company A Manpower Services Company CFO-Bridge: Snapshot of Our Current Assignments An SME Manufacturing Entity  Process relating to geographic expansion – compliance and accounting  Set right financial accounting  RBI and Secretarial Compliance area  Business plan and equity fund raising  Evaluation of incentive plans  Creating a state of the art MIS dashboard  Analysis of ecommerce initiative  Evaluation of marketing spend  Training and development of finance team  Financial accounting and MIS reporting  Cash flow reconciliation  Taxation Analysis An HNI Investor  Diagnostics and compliance assistance across companies  Support company management with finance function expertise  Development of MIS pack , scorecard for companies  Advise on fund raising and development of long term finance plan and pitch document
  18. 18. CFO Bridge Let’s make the +Ve difference Client Testimonials
  19. 19. CFO Bridge Let’s make the +Ve difference
  20. 20. CFO Bridge Let’s make the +Ve difference Talk to Us Srinivasan V. CFO on Demand srini@cfo-bridge.in +91 99676 64535 Hitesh Kothari Consultant hitesh@cfo-bridge.in +91 97696 91965 Venkatesh Raghavan Principal Consultant venkatesh@cfo-bridge.in +91 98338 73966

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