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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

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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)

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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