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CFOCX- Steering Growth- Your Finance Business Partner

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CFOCX Advisors, is a business advisory firm, providing niche solutions in the areas of Finance, Tax, Compliance, Audit & Assurance, Internal Audit, Fund Raising, M&A & Restructuring, Processes & Policies, Strategic Planning, Profitability Improvements, Due Diligence, Business Consulting and F&A Leadership Recruitment Support

It is our constant endeavour to work with our clients and provide them with innovative solutions, totally customised based on the business needs. With a strong focus on ethics, collaboration and excellence in the service delivery, one of our key endeavors is providing value for money

The firm is led by a 10 member leadership team (20+ years of industry & consulting experience) based at Mumbai, Pune, Ahmedabad, New Delhi, Bengaluru & Hyderabad and have a network relationship with 50+ leadership professionals across major cities of India

We have a strong support team, comprising finance, risk & tax analyst, qualified CA, CPA, CMA, CS & MBA support staff to assist our leadership team to deliver projects on time

We are agile, flexible, passionate and committed to work as your integral team to focus on creating measurable business impact. We take challenges and ready to walk extra miles to ensure that we exceed client expectations

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CFOCX- Steering Growth- Your Finance Business Partner

  1. 1. Mumbai | Pune | Ahmedabad | Bangalore | New Delhi/NCR | Hyderabad | Jaipur | Indore Finance | Accounting | Taxation | Compliance | Audit & Assurance | Fund Raising | M&A | Strategy | Risk Management | Due Diligence | Business Plans | Cost & Process Improvements | Internal Controls/SOPs
  2. 2. Who We Are Our Value Propositions Why CFOCX? Services & Solutions Engagement Model-Typical Team Structure Leadership Team Contacts Our Promises
  3. 3. Who We Are CFOCX Advisors, is a business advisory firm, providing niche solutions in the areas of Finance, Tax, Compliance, Audit & Assurance, Internal Audit, Fund Raising, M&A & Restructuring, Processes & Policies, Strategic Planning, Profitability Improvements, Due Diligence, Business Consulting and F&A Leadership Recruitment Support It is our constant endeavour to work with our clients and provide them with innovative solutions, totally customised based on the business needs. With a strong focus on ethics, collaboration and excellence in the service delivery, one of our key endeavors is providing value for money The firm is led by a 10 member leadership team (20+ years of industry & consulting experience) based at Mumbai, Pune, Ahmedabad, New Delhi, Bengaluru & Hyderabad and have a network relationship with 50+ leadership professionals across major cities of India We have a strong support team, comprising finance, risk & tax analyst, qualified CA, CPA, CMA, CS & MBA support staff to assist our leadership team to deliver projects on time We are agile, flexible, passionate and committed to work as your integral team to focus on creating measurable business impact. We take challenges and ready to walk extra miles to ensure that we exceed client expectations Excellence | Commitment | Honesty & Integrity | Team Work | Accountability
  4. 4. ❖ We assume and own complete responsibility to create value & business impact with focus on delivery of measurable outcomes ❖ We collaborate with active business partnering to enable faster growth, improved profitability and operating cash flow ❖ We bring financial & operational efficiency, processes controls & effectiveness and build strong risk management framework ❖ We work as your internal team member, not as a consultant with a focus on quality, excellence and on time delivery ❖ We work with passion to exceed the client expectations and available for consultation and execution support on demand Our Promises AT CFOCX, PERFECTION IS A HABIT, NOT AN ATTITUDE
  5. 5. We measure our impact through tangible improvement in revenue, profits, cash flow, operational effectiveness & efficiencies Measurable Impact on Business Metrics Each project is directly led by senior partner (CA with 20+ Years of Experience) Subject Matter Expert Outcome/Result based pricing to ensure value for money Value For Money We work as your integral part of management team, not as an advisor or consultant Responsibility & Accountability Our Value Propositions
  6. 6. ➢ Highly accomplished, results driven team with 20+ years of experience in financial & operational excellence in diverse industry sectors ➢ Subject matter experts that bring innovative ideas to enhance enterprise value with a strategic focus towards business growth, improved profitability, operational efficiency & effectiveness ➢ Provide complete and comprehensive solutions under a single roof, bringing quality, consistency, authenticity, reliability & cost effectiveness, that enable you to focus on business ➢ Customised & flexible engagement model, that provides value for money. We focus on value drivers & provide solutions to resolve issues, impacting business growth and profitability ➢ On-site delivery-all our work is delivered in and from your office with in house team of Engagement Manager & Associates to deliver quality services on time ➢ We demonstrate our skin in the game - full ownership & responsibilities of the assigned project to deliver results as per the pre agreed engagement SLA metrics Why CFOCX ??
  7. 7. ❖ Active Business Decision Support ❖ Revenue Enhancement Plan/Strategy ❖ EBITDA Improvements Plan/Strategy ❖ Planning & Long Range Business Plan ❖ Tax Planning & Tax Saving Strategies ❖ Cost Controls/Cash Flow Improvements ❖ Annual Budgeting, AOPs & Forecast ❖ F&A Team-Training & Coaching ❖ Complete Accounting/Audit Oversight ❖ MIS, Analytics & Board Reporting ❖ Financial & Internal Controls ❖ Systems, Processes, Policies, SOPs, DOA ❖ Tax & Statutory/Regulatory Compliance’s ❖ Costing, Pricing & Margin Determination Broad Scope Delivery Model Interim CFO/Controller ENGAGEMENT PARTNER CA with 20+ years of leadership experience will be Responsible and Accountable to ensure delivery of agreed services and solutions. He will be available for ~2-3 days in a month for discussion, business review and decision support to the client management team INTERIM CFO-ENGAGEMENT MANAGER CA/CPA/CMA/CFA/MBA-Finance with 10+ years of functional experience will be deputed on full time basis on the client site/office to take charge of day to day finance & accounting operation BACKEND SUPPORT The Interim CFO will be supported by the CFOCX backend support staff to ensure timely delivery of the Tax & Statutory Compliance’s SUBJECT MATTER EXPERTS Subject matter experts are available for consultation as and when needed for specific matters, as agreed within the scope of engagement
  8. 8. ❖ Active Business Decision Support ❖ Revenue Enhancement Plan/Strategy ❖ EBITDA Improvements Plan/Strategy ❖ Planning & Long Range Business Plan ❖ Tax Planning & Tax Saving Strategies ❖ Cost Controls/Cash Flow Improvements ❖ Annual Budgeting, AOPs & Forecast ❖ F&A Team-Training & Coaching ❖ Complete Accounting/Audit Oversight ❖ MIS, Analytics & Board Reporting ❖ Financial & Internal Controls ❖ Systems, Processes, Policies, SOPs, DOA ❖ Tax & Statutory/Regulatory Compliance’s ❖ Costing, Pricing & Margin Determination Broad Scope Delivery Model Virtual CFO/Controller ENGAGEMENT PARTNER CA with 20+ years of leadership experience will be Responsible and Accountable to ensure delivery of agreed services and solutions. He will be available for ~2-3 days in a month for discussion, business review and decision support to the client management team VIRTUAL CFO (ENGAGEMENT MANAGER) CA/CPA/CMA/CFA/MBA-Finance with 10+ years of functional experience will be deputed on part time basis on the client site/office to take charge and lead finance & accounting operation BACKEND SUPPORT The Virtual CFO will be supported by the CFOCX backend support staff to ensure timely delivery of the Tax & Statutory Compliance’s SUBJECT MATTER EXPERTS Subject matter experts are available for consultation as and when needed for specific matters, as agreed within the scope of engagement
  9. 9. ❖ Treasurers & Investor Relations ❖ Risk & Internal Audit Managers ❖ Management Accountants ❖ Compliance Managers ❖ Merger & Acquisition Specialist ❖ Due Diligence Specialist ❖ Domestic Taxation Specialist ❖ International/Cross Border Tax ❖ Goods & Service Tax Specialist ❖ Transfer Pricing Specialist ❖ Financial/Business Analyst ❖ Cost & Pricing Analyst Interim Management Areas Delivery Model Interim Management ENGAGEMENT PARTNER CA with 20+ years of leadership experience will be Responsible and Accountable to ensure delivery of agreed services and solutions. He will be available for ~2-3 days in a month for discussion, business review and decision support to the client management team INTERIM MANAGER(ENGAGEMENT MANAGER) CA/CPA/CMA/CFA/MBA-Finance with relevant functional experience will be deputed on part time/full time basis on the client site/office to take charge and lead of the specific functions BACKEND SUPPORT The Interim Manager will be supported by the CFOCX backend support staff as and when needed SUBJECT MATTER EXPERTS Subject matter experts are available for consultation as and when needed for specific matters, as agreed within the scope of engagement
  10. 10. ❖ End to End ERM Implementation Advisory & Execution Support ❖ Development of ERM Policies & Procedures ❖ Development of Business & Corporate Governance Framework ❖ Design/Development of Systems, Processes & Policies ❖ ERM Framework and Entity Level Control Assessment ❖ Risk Identification, Assessment & Business Impact Analysis ❖ Development of SOPs & DOA ❖ Review/Audit of process design effectiveness and efficiency Enterprise Risk ManagementInternal Audit Governance, Risk & Compliance ❖ Risk Based Internal Audits (Functional, Operational & Compliance) ❖ Special Purpose Audit-Project, Process, Fraud, Irregularities, Forensics Audit, Bank/Loan Interest working, etc. ❖ Internal Controls (ICOFR) and Sox Process Review & Audit Support ❖ Risk & Control Self Assessment Review ❖ Inventory & Fixed Assets Verification ❖ Internal Audit Management Support (Development of Internal Audit Plans and Program, Audit Quality Review, Audit Coordination & Meetings, Audit Recommendation Review and Implementation Support, Audit Committee Representation) Compliance & Due Diligence ❖ Corporate Law & Secretarial Compliance ❖ RBI, FEMA, SEBI & SEs Compliance review and advisory support ❖ Wages, Gratuity, Bonus, PF, ESIC, Pension & Profession Tax ❖ Legal & Commercial Contracts Review and Recommendation ❖ Compliance Framework Review and Risk Assessment ❖ Business, Financial, Investment, Tax & Compliance Due Diligence ❖ Vendors & Suppliers Due Diligence ❖ Customers Credit Worthiness Due Diligence
  11. 11. Tax & Regulatory Services - Domestic & International Tax Tax & Regulatory Services ❖ Tax Planning & Strategy to reduce Effective Tax Rate/Cost ❖ Tax Efficient Transaction & Contract Structuring ❖ Tax Research, Analysis & Opinion- Domestic & International Tax ❖ M&A/Cross Border Taxation-Legal Entity, Investment & Transaction Structuring. Developing Tax Efficient Business Operating Model ❖ Transfer Pricing & Business Tax Due Diligence ❖ Direct & Indirect Tax Compliance, Tax Processes & Policies ❖ Tax Assessment, Litigation & Representation Support - Tax planning and strategy development-investment, capital expenditure, capital/ business restructuring and developing tax efficient business operating models - M&A, business transaction, contract structuring with tax impact evaluation of different tax scenario, including risk and benefit assessment - Tax case/situation assessment, tax risk analysis and developing position paper, reports and opinion to support the tax case decision making - Analysis of tax treaties & country specific tax systems, analyzing the possible impact of international transaction, BEPS, planning, documentation & advisory support for matters relating to the PE, Royalty, FTS, Capital Gains, Business profits, including developing tax efficient business operating models to reduce ETR - Transfer pricing review & documentation support-finalization of arm’s length price - GST tax planning, pricing and margin determination, supply chain structuring, developing a compliance framework, training and GST compliance support - Representation before tax authorities for expediting tax assessment. Preparation and filing of appeals with CITs, Tax Tribunals and defend the adopted tax position - Personal tax planning, capital formation, business compensation structure with an objective to maximize tax savings of employees
  12. 12. ❖ End to End Buy & Sell Side M&A Advisory Support ❖ M&A Transaction Execution/Due Diligence Support ❖ Corporate Restructuring- Merger, Demerger & Divestiture ❖ Business Turnaround - Strategy, Planning & Execution ❖ Business/Enterprise Valuation and Fair Value Opinion ❖ M&A/Business Integration ❖ Financial Transformation & Change Management ❖ Joint Venture/Business Alliance Advisory Support M&A, Fund Raising & Business Improvements M&A, Restructuring & Turnaround ❖ Project Funding-Rupee and Foreign Currency Term Loan ❖ External Commercial Borrowing ❖ Bond/NCD Issuance/Placement ❖ Fund & Non Fund Working Capital, Trade & Structured Funding ❖ Lease Rent Discounting (LRD), Mortgage and Loan Against Listed Shares ❖ Equity Funding- PE, VC, HNIs, Angel/Family Office funding ❖ SME IPO-BSE & NSE ❖ Investment Management and Investor Relations Fund Raising/Investor Relations Business & Profitability Improvement ❖ Revenue Enhancement-Costing, Pricing & Margin Analysis, Revenue Assurance ❖ Cost Control, Cost Containment and Optimization ❖ EBITDA/Profitability Improvements ❖ Process Review/Process Automation ❖ Cash Flow & Working Capital Efficiency ❖ Development of KPIs & Granular Tracking of Business Operational Levers ❖ Development of functional Balance Score Cards & KRAs ❖ Business Intelligence & Analytics ❖ Cost & Business Benchmarking & Dash Board
  13. 13. Business Advisory Interim Management, Business Advisory & CFO Office Support ❖ Corporate Planning & Development ❖ Strategy & KPIs Development ❖ Strategic Planning and Execution ❖ Development of Long Range Plans ❖ Expansion and Diversification ❖ P&L & Performance Management ❖ Business Opportunity & Risk Analysis ❖ Cost Optimization & Containment ❖ EBITDA/Profitability Improvements ❖ Pricing and Margin Determination ❖ Setting Up International Business ❖ JV Partner Search/Business Alliance ❖ Start up Incubation/Leadership Support ❖ Implementing Change Management ❖ Budgeting, Forecasting & AOPs ❖ Month, Quarter & Year End Books Closing & Accounts Finalization ❖ High Risk Account Reconciliations ❖ Accounts Consolidation Support ❖ Statutory Audit Support ❖ GAAP Conversion/Reconciliation-INDAS, IFRS & USGAAP ❖ Technical Accounting Research and Opinion/Position Papers ❖ Business/Financial Analysis and Board & AC Presentation ❖ Annual Report Preparation ❖ Review of Internal Controls, Policies and Processes CFO Office Support
  14. 14. CFO/CONTROLLERS TREASURY & INVESTOR RELATIONS DIRECT & INDIRECT TAX RISK MANAGEMENT, AUDIT & ASSURANCE M&A & STRATEGY FINANCIAL PLANNING & ANALYSIS LEGAL & COMPANY SECRETARY COST/MANAGEMENT ACCOUNTANT F&A Leadership Search Support - Overview ▪ In-Depth Functional Experience & Expertise ▪ Structured Role Fitment Evaluation Process ▪ Multi Industry & Location Relationship ▪ End to End Recruitment Cycle Management ▪ Interim Management Support ▪ 6-12 Months Replacement ▪ Competitive Fee Structure ▪ Flexible Fee Payment Options ▪ Mapped Skills Vs Role Complexity ▪ RPO Solutions-F&A Domain ▪ Temp Staffing Solution-Finance ▪ 100K+ CFO/FC Candidates Network Research Oriented | Customized Approach | Value Driven | Global Reach | Active Post-Closure Engagement
  15. 15.  Part-Time/Partially Onsite Team Member  Functional Subject Matter Expert  Complete ownership of the Engagement/Project Delivery  Coordination with Client Management Team & First Point of Escalation  Define Project/Engagement Objectives, Set KPIs & Expected Deliverables  Project Planning, Strategy Development & Execution Plan  Monitoring Project ROI, Timeline Adherence, Quality & Governance  Board & CEO Strategic Decision Support/On Demand Assistance Team of Associates CA/CFA/PGDFM/CMA/MBA Engagement Partner CA with 20+ Years of Experience  Full-Time On Site Team Member  Responsible for delivering/Implementing the scope of work as agreed  Engagement with client operating team & CFOCX subject matter experts  Provides functional/operational assistance to the Engagement Manager Engagement Model-Typical Team Structure Engagement Manager CA with 10+ Years of Experience ExperiencedBack OfficeSupportTeam&SubjectMatterExperts
  16. 16. Leadership team at CFOCX Advisors are highly accomplished, versatile and result-driven finance, commercial and business management professional with each of them possess more than two decades of leadership experience in leading the strategic financial management with expertise in internal audit, risk management, domestic and cross border taxation, fund raising, merger & acquisition, corporate restructuring, business restructuring & turnaround, due diligence, cost control and management consulting The team has experience in multiple Industry verticals across start-ups, medium and large Indian companies and Multinational Corporations with sectors like - Pharmaceutical, Engineering, Real Estate, Infrastructure, Building Materials, FMCG, Non Ferrous Metal, Paper & Paper Board & Floriculture Export - Hospitals & Healthcare, Telecommunication, Information Technology, ITES & e-commerce - Financial Research, Analytics, Investment Banking, Audit & Assurance & Management Consulting All our Managing Partners and Associates are qualified Chartered Accountant with additional qualification, such as CS, CMA & LLB. We serve clients across Mumbai, Pune, New Delhi, Ahmedabad, Bengaluru, Chennai, Hyderabad & Kolkata & Jaipur Leadership Team Professional Background
  17. 17. Serving You: In Pursuit of Excellence CFOCX ADVISORS Mumbai Office: 701, Skyline Oasis, Premier Road, Vidhya Vihar-West, Mumbai-400086 To know more about our services and solutions, call us at +91 99698 64099 Email: contact@cfocx.com / cfocxm@gmail.com

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