SlideShare a Scribd company logo

SB_Credential_CV.pdf

A visionary, accomplished and result oriented finance professional, recognised for bringing significant value through business partnership, governance, strengthening relations, building people and organisation capabilities, focused commercial guidance and recommendations, and strategic & operational decision support. Acted as a business partner, co-pilot, business navigator, technology enabler & change agent. Accustomed to managing multiple projects simultaneously in the fast-paced environments.  Possess outstanding business acumen & recognised for exceptional interpersonal & communication skills to collaborate with all levels of staff & leadership team to influence decisions.  Outstanding skills in developing business plan, preparing strategic roadmaps, policy formulation, improving resource productivity & implementing robust financial management system.  Subject matter expert in controllership, strategic planning, budgeting, forecasting, fund raising, M&A, taxation, financial planning & analysis, financial reporting & cash flow management.  Strong problem solving and analytical skills resulting in insightful recommendations leading to cost reductions, revenue optimization, improved customer and supplier relations and team collaboration.  Implemented finance & digital transformation projects. Saved multimillion dollar cost by 100+ cost control initiatives. Technically strong in INDAS, IFRS, USGAAP, SOX, IFC, SOPs, IFC & ERM.  Raised US$ 1 billion debt funding from domestic & international banks. Played key role in 10 M&A. Successfully executed business integration. Improved cash flows & reduced interest cost.  Executed 15 business restructuring, turnaround and transformation projects. Implemented group corporate restructuring plan of 20+ Companies (operating and holding) merger & de-merger.  Developed multiple tax efficient business models. Led 50+ domestic & international tax structuring & transfer pricing projects. Supervised tax assessment and strengthened tax compliance functions.  Developed strategic business plans, defining vision, key milestones, growth drivers & recommenced action plans. Developed 500+ financial plans/models to evaluate business feasibility.  Finalised annual budget and quarterly forecast of multi-product and services businesses. Designed tools and processes for financial planning and forecasting to improve business visibility.  Streamlined accounting, GL control & reconciliation, receivable & payable, supply chain, credit control, inventory & fixed asset. Finalised financial statements of 50+ WOS (INDAS, IFRS & USGAAP).  Developed risk-based internal audit plans & programs. Significantly improved GRC scores & process efficiency. Implemented ERP and IT financial systems - Oracle, MS NAV, HIMS & Hyperion.

1 of 5
Download to read offline
1 | P a g e
A visionary, accomplished and result oriented finance professional, recognised for bringing significant
value through business partnership, governance, strengthening relations, building people and organisation
capabilities, focused commercial guidance and recommendations, and strategic & operational decision
support. Acted as a business partner, co-pilot, business navigator, technology enabler & change agent.
Accustomed to managing multiple projects simultaneously in the fast-paced environments.
➢ Possess outstanding business acumen & recognised for exceptional interpersonal &
communication skills to collaborate with all levels of staff & leadership team to influence decisions.
➢ Outstanding skills in developing business plan, preparing strategic roadmaps, policy formulation,
improving resource productivity & implementing robust financial management system.
➢ Subject matter expert in controllership, strategic planning, budgeting, forecasting, fund raising,
M&A, taxation, financial planning & analysis, financial reporting & cash flow management.
➢ Strong problem solving and analytical skills resulting in insightful recommendations leading to cost
reductions, revenue optimization, improved customer and supplier relations and team collaboration.
➢ Implemented finance & digital transformation projects. Saved multimillion dollar cost by 100+ cost
control initiatives. Technically strong in INDAS, IFRS, USGAAP, SOX, IFC, SOPs, IFC & ERM.
➢ Raised US$ 1 billion debt funding from domestic & international banks. Played key role in 10 M&A.
Successfully executed business integration. Improved cash flows & reduced interest cost.
➢ Executed 15 business restructuring, turnaround and transformation projects. Implemented group
corporate restructuring plan of 20+ Companies (operating and holding) merger & de-merger.
➢ Developed multiple tax efficient business models. Led 50+ domestic & international tax structuring &
transfer pricing projects. Supervised tax assessment and strengthened tax compliance functions.
➢ Developed strategic business plans, defining vision, key milestones, growth drivers & recommenced
action plans. Developed 500+ financial plans/models to evaluate business feasibility.
➢ Finalised annual budget and quarterly forecast of multi-product and services businesses. Designed
tools and processes for financial planning and forecasting to improve business visibility.
➢ Streamlined accounting, GL control & reconciliation, receivable & payable, supply chain, credit control,
inventory & fixed asset. Finalised financial statements of 50+ WOS (INDAS, IFRS & USGAAP).
➢ Developed risk-based internal audit plans & programs. Significantly improved GRC scores & process
efficiency. Implemented ERP and IT financial systems - Oracle, MS NAV, HIMS & Hyperion.
Core Qualifications & Subject Matter Expertise
Strategic Business Planning Growth & P&L Management Fundraising & Investor Relations
Merger, Acquisition, O&M & JVs Budgeting, Forecasting, AOPs Controllership & Decision Support
Financial Planning & Analysis Cash Flow Management Domestic & International Tax
Accounting & Financial Reporting MIS & Management Reporting Governance & Risk Management
Investment & Capital Budgeting Cost Analysis & Cost Controls Treasury & FX Risk Management
Pricing Analysis & Determination Business & Financial Analysis KPIs Tracking/Variance Analysis
SOPs & Internal Financial Controls Legal & Statutory Compliance Fiscal & Productivity Tool Design
MR SANJAY BOKADIA
CA (INDIA), LLB, B.COM
Over 25 Years of Experience in Diversified Manufacturing, Engineering & Services
Sectors ▪ Indian & MNC Corporation ▪ Listed & Private ▪ Hospital & Healthcare ▪ Non-
Ferrous Metals ▪ EPC & Real Estate ▪ Telecommunication ▪ Pharma Ancillary ▪ Paper
2 | P a g e
Work Experience
Designation Organisation Industry/Sector Rev (US$)
Director & Managing Partner DPR Capital Advisors, Mumbai Financial Services -
Chief Financial Officer Surya Hospitals Group, Mumbai Hospital/Healthcare 35 million
Chief Financial Officer Indigo Metalloys, Mumbai Non-Ferrous Metals 70 million
CFO- West, South & East Fortis Healthcare, Bengaluru Hospital/Healthcare 1 billion
VP-Finance & Group Operation Al Fara’a Construction, UAE EPC & Real Estate 1.2 billion
Head - Corporate F&A Vodafone India, Mumbai Telecommunication 6 billion
Sr Manager - Corporate F&A Tata Communication, Mumbai Telecommunication 2 billion
Manager - Corporate F&A Associated Capsules, Mumbai Pharma Ancillary 500 million
Manager - Finance & Accounts Mahadev Paper, Mumbai Paper/Paperboards 50 million
DPR Capital Advisors Pvt Ltd: Established in 2013, the company engaged in corporate finance advisory -
debt syndication, M&A, investment, due diligence, CFO services, finance, tax & business consulting services.
Director & Managing Partner, Mumbai: July 2021 – Till Date
➢ Assisting companies in Fundraising-Debt & Equity, M&A, Due Diligence, Financial Transformation Projects,
Capital & Balance Sheet Restructuring, Start-up Incubation and Tax Planning & Litigation advisory.
➢ Consulting CFO for 10 SME clients with revenue range from US$ 2 to 20 million, taking care of Finance,
Growth, Strategy, Financial Planning, Business Analysis, Statutory Compliance & Risk Management.
➢ Currently mentoring and advising three Start-ups with focus on building business models, market and
customer acquisition strategies, capital structuring, financial strategies & business decision support.
Surya Hospitals Group: 35 years old, PE funded leading high-risk maternity, obstetrics and gynaecology,
neonatal & paediatric intensive care and IVF hospitals at Mumbai, Pune and Jaipur. Reported to the Group
CEO and directed a team of 35 people (10 direct reports).
Chief Financial Officer, Mumbai: July 2020 – June 2021
➢ Worked with the CEO and board to prepare strategic roadmap, set business goals, policy formulation,
developing long range business plans, scaling up the business and incubating growth strategies.
➢ Acted as finance business partner, providing strategic guidance & decision support on financial
policies, capacity expansion, pricing, doctor’s terms, property leasing and outsourcing contracts.
➢ Streamlined accounting, procurement, SCM, billing, credit control, receivable and payable management,
resulted in improved process controls and increased operational efficiency and resource productivity.
➢ Navigated the business through Covid Pandemic. Developed BSC, implemented cost and budget
controls, rationalised pricing, conducted process audits & effectively managed process change program.
➢ Developed financial models/plans to launch four new medical programs at all hospitals, including capacity
expansion. Assessed Three M&A/O&M opportunities. Turnaround Jaipur Hospital in Six Months.
➢ Instrumental in developing business improvement plans. Developed strategies to increase revenue,
occupancy and ARPOB, reducing ALOS and established sustainable operating cost model.
➢ Improved revenue yield of 3-9% for various specialties. Reduced revenue leakage/loss to 0.3% (1.5%)
and TPA rejection to 1.4% (4.6%). Decreased DSO to 30 days (50) & inventory holding to 15 days (30).
➢ Negotiated physician fee contracts-cost reduction of 2.5%. Achieved procurement savings on pharmacy/
consumables of 18% and other contracts - cost savings of 5 to 15%. Reduced SG&A costs by about 10%.
➢ Led and finalized budgets by 15th March. Developed a 3-year strategic business plan for all hospitals
and institutionalized financial planning and forecasting processes to improve visibility.
➢ Implemented cost accounting system, cost and budget control. Developed robust systems, processes,
policies. Implemented DOA, re-engineered business & financial processes and automated controls.
➢ Developed and carried out more than 15 transformation projects in the areas of finance, procurement,
occupancy & resource utilisation, billing operation, pricing, cost optimization and process re-engineering.
➢ Developed risk based internal audit plan & programs. Monitored audit quality & process effectiveness,
review of audit findings and develop action plans. Achieved GRC Score > 85% of the internal audit- FY21.
3 | P a g e
DPR Capital Advisors Pvt Ltd: Established in 2013, the company engaged in corporate finance advisory -
debt syndication, M&A, investment, due diligence, CFO services, finance, tax & business consulting services.
Director & Managing Partner, Mumbai: July 2017 – June 2020
➢ Created long term business plan, build a team of 5 senior partners and 20+ associates. In charge of business
development, client relations, setting up new practices, quality control, and service excellence.
➢ Led project and service delivery in the areas of fund raising, capital restructuring, M&A support, domestic
& international tax advisory, risk management and special finance transformation projects.
➢ Completed projects- US$ 180 million debt funding & refinancing projects, including US$ 80 million worth
of debt restructuring projects. Led 2 SME IPOs readiness and implemented 3 capital restructuring projects.
➢ Served as Consulting CFO for more than 15 SMEs & Start-Ups. Incubated 5 start-ups - F&B, IT Products,
ACR Tubes, health-tech & handicraft. Developed over 14 project reports and long-range plans for clients.
➢ Completed over 50 tax planning, structuring, and advisory projects in domestic & international tax. Led
five cost optimization & process improvement projects, that resulted in cost savings of > US$ 1.2 million.
➢ Completed over 100 projects in business consulting, investment advisory, contract review and drafting,
financial models’ development, special purpose audit and designing cost accounting system.
Indigo Metalloys Pvt Ltd (Now Mercure Metals): Leading manufacturer of copper & copper alloy products,
offering metallurgical solutions to the ACR, Ship building, Heat Exchanger and oil & gas industries. Reported to
the MD and directed a team of 30 people (8 direct reports).
Chief Financial Officer, Mumbai: Jan 2013 – June 2017
➢ Closely worked with the MD to prepare strategic roadmap, increase capacity utilisation, diversification into
value added products, increase export sales and explore new markets and reduce operating cost.
➢ Acted as finance business partner, providing strategic guidance & decision support on financial
policies, capacity expansion, product pricing, procurement, contract manufacturing & outsourcing contracts.
➢ Streamlined financial, accounting and plant commercial operations with improved staff productivity by
~25%. Finalised financial statement, completed the annual audit within 60 days of financial year end.
➢ Implemented business turnaround plan, boosted capacity utilisation through the introduction of value-
added products and contract manufacturing business line. Improved labour productivity by about 15%.
➢ Achieved revenue growth of 18% CAGR (FY13 to 17), EBITDA of 14% (9% in FY13) and increased capacity
utilisation to 60% (from 40%). Increased price realization by 9% & reduced fabrication cost by 3.5%.
➢ Negotiated long term debt restructuring of US$ 8.5 million. Leverage reduction achieved through capital
restructuring. Played a key role in completing JVs with MTC Group for growth and expansion.
➢ Reduced MIS reporting time to 5 days (10 days), DSO to 40 Days (70) & inventory holding to 7 Days (15).
Resolved 5 years old pending Income Tax and VAT litigation by representation with tax authorities.
➢ Developed and executed a 3 years strategic business plan and institutionalized financial planning &
forecasting processes, resulted in improved visibility. Finalized annual budget by March 15.
Fortis Healthcare Ltd: Leading integrated healthcare provider with more than 20,000 employees in India,
Australia, Hong Kong, Mauritius, New Zealand, Singapore, Sri Lanka, UAE, and Vietnam. Reported to the
Group CEO and directed a team of 150 people (12 direct reports).
CFO-West, South & East Region, Bengaluru: Dec 2009 – Jan 2013
➢ Closely worked with the CEO & board to lead Wockhardt Hospitals acquisition, drive finance transformation
projects, lead growth & expansion and establish business and process governance.
➢ Acted as finance business partner, providing strategic guidance and decision support on financial
policies, expansion, pricing, doctor’s terms, property leasing, referral network and outsourcing contracts.
➢ Played key role in negotiating the US$ 160 million Wockhardt hospital M&A. Business integration
planned and completed within three months and navigated the business during integration transition.
➢ Sourced debt financing worth US$ 1+ billion (TL, FCTL, SBLC, NCD) for business acquisition &
expansion. Streamlined processes, improved liquidity and strengthened the working capital management.
➢ Developed long term strategic business plan. Played a key role in the launch of a new 387-bed hospital
in Kolkata, including the capacity expansion in Mumbai, Bengaluru & Chennai (Capex- US$ 50MM PA)
➢ Achieved revenue growth of 30% CAGR (FY10-13) & EBITDA of 15% (11% in FY10). Implemented cost
controls, rationalised pricing and streamlined medicine and consumable procurement processes.
4 | P a g e
➢ Negotiated key physician contracts - cost reduction of 1.5%. Achieved cost savings of 5 - 20% on services
and supplies. Reduced SG&A cost by US$ 3 million through cost control and operational excellence.
➢ Improved revenue yield of 5-12% for various specialties. Reduced revenue loss/leakages to 0.3% (0.7%)
and TPA rejection to 1.5% (4%). Reduction in DSO to 25 days (50) and inventory holding to 21 days (40).
➢ Played a key role in restructuring of legal entities, RHT REIT SGX listing, shared services, HIMS -
Oracle integration, new HIMS system implementation, pathology lab and TPA billing outsourcing.
➢ Finalised consolidated financial statement (15 legal entities), completed the annual audit within 15 days
of financial year end and presented the financial reports and audit summary to board and audit committee.
➢ Executed Turnaround of four small 50+ bed hospital to EBITDA breakeven. Successfully led JV with
Cauvery Hospitals, Mysore. Managed 14 hospitals operation with negative working capital for 2 years.
➢ Finalized budget by 15th March. Streamlined month end closing, resulted in 100% accurate results
matching with audited financial statements. Reduced MIS reporting time to 3 days (5).
➢ Developed risk based internal audit plan & program. Monitored audit quality & process effectiveness, and
implementation of audit recommendations. Achieved GRC score > 90% for audit review of 3 years.
Al Fara’a Construction & Industrial Group: Contracting, Ready-Mix Concrete, Real Estate, Precast & Steel
Structures, Electromechanical, HVAC, Plumbing, Glass, Aluminium & Glazing Structures & Interiors. Reported
to the CMD and directed a team of 25 people (10 direct reports) across 11 SBUs.
Vice President- Finance & Group Operation, UAE: Sept 2008 – Aug 2009
➢ Led Group Finance, Growth & Strategy, Business Planning, Project Commercial Operation, Budgeting,
Forecasting, MIS/Management Reporting, Tendering, Cost Control, Credit and Receivable Controls & IT.
➢ Navigated business through 2008 property market crash. Changed strategic business direction to focus
on improving cash flow, develop receivable recovery strategies and retain the team in uncertain times.
➢ Restructured & centralised group tendering, estimation and procurement functions, resulted in substantial
saving in operational cost, improve efficiency and created competitiveness in the project bidding process.
➢ Developed a three-year long range business plan. Introduced in-house labour outsourcing. Led capacity
expansion of glass and aluminium business. Labour contracts finalized for over 10 large EPC projects.
➢ Streamlined business operation, including tendering, cost estimation, pricing and margin determination,
resulted in improvement of net profit margin by 2.5%. Led over 7 major cost controls projects.
➢ Managed group credit risk. Obtained a 30-day credit extension from 75% of the suppliers. Developed
project-based job costing models for measurement of project profitability and cost escalation.
Vodafone India (Hutch Essar): Telecom service provider with presence across 23 circles. Part of GBP 48
billion Vodafone, UK. Reported to the EVP and directed a team of 10 people (4 Direct Reports).
Head (DGM)-Corporate Finance & Accounts, Mumbai: July 2006 – July 2008
➢ Worked with 23 circle finance team and led Controllership, Finance, Accounting, Financial Reporting-IGAAP
& IFRS, MIS, Capex Control, Costing, Pricing Determination, Financial Analysis & Statutory Compliance’s.
➢ Core team member of Hutch-Vodafone US$ 20 billion M&A. Played key role in business integration of
BPL Cellular (TN, KL & M&G). Key member for de-merger of passive infra of Vodafone (Indus Tower).
➢ Monitored US$ 50 million capex per month for the 23 telecom circles, including capex planning, capex
budget monitoring, including audit of cell sites (ready to air) for capitalization and depreciation working.
➢ Finalized 3 years consolidated USGAAP financial statements of Hutch Essar planned IPO (48 entities).
Developed 20+ technical accounting analysis notes on IFRS & USGAAP on complex transactions.
➢ Reported MIS reports by 3rd of the month end, HQ reporting by 5th of the month end, Limited Review by
the 7th of the quarter end and statutory audit within 15 days from the year end with no audit qualifications.
➢ Played key role in implementation of Hyperion, including global financial system transformation project
EVO - migration from Oracle to SAP platform and integration of different billing systems.
Tata Communication Ltd (VSNL): A global communication services provider. Listed on the BSE, NSE & NYSE
(ADR). Reported to the VP- Finance and directed a team of 5 associates (2 Direct Reports).
Sr Manager-Corporate Finance & Accounts, Mumbai: May 2005 – July 2006
➢ Led Controllership, Accounting, Financial Reporting-INDAS & USGAAP, Statutory Audit, MIS, Budgeting,
Forecasting, SOX, 20F & 6K Reporting, Systems, Processes, Policies and Statutory Compliance.
5 | P a g e
➢ Played lead role in M&A transaction support and integration of Tyco Global, Teleglobe International, Tata
Power Broadband, Seven Star Cables & Primus communications acquisition.
➢ Finalised IGAAP & USGAAP consolidated financial statements of over 50 subsidiaries, including
preparation and filing of 20F. Handled filings of 6K and resolved SEC queries on financial statements.
➢ Implementation for SOX Project. Delivered full Sarbanes Oxley compliance through analysis, identification
and implementation of necessary changes to all financial processes concerning business operations.
➢ Performed accounting technical research on IGAAP & USGAAP-revenue recognition, ARO, employees’
benefits, business combination, asset capitalization, impairment-intangibles & accelerated depreciation.
ACG Worldwide (Associated Capsules Group): Indian MNC with 15 global manufacturing facilities, supplying
a diverse product range of Capsules, Films & Foils, Engineering and Inspection systems to pharma industry.
Reported to the Group CFO and directed a team of 4 associates (2 Direct Reports)
Manager-Corporate Finance & Accounts, Mumbai: Sept 2002 – Oct 2004
➢ Led Corporate Finance, M&A, Corporate Restructuring, Business Planning, Budgeting, Forecasting, FX Risk
Management, Management Reporting, Internal Audit, Financial Policies & Processes & Insurance.
➢ Implemented group structuring to create operational synergies through corporate scheme of Merger &
Demerger. Performed due diligence for 3 potential acquisitions in gelatin capsule manufacturing segment.
➢ Led financial transition projects-Sales Tax to VAT, Deferred Tax-AS 22 and Transfer Pricing. Managed
deferred sales tax prepayment project for Associated Capsules & Universal Capsules.
➢ Developed a 3-year long range plan to achieve US$ 500 million revenues. Carve out growth strategy
through backward and forward integration of capsules and pharma technology/engineering business.
Mahadev Paper Corp/Deccan Florabase Ltd: The Group is engaged in distribution of paper and paperboard
products of ITC Bhadrachalam and Century Paper Mills and cultivation and export of cut rose flowers.
Manager-Finance & Accounts, Mumbai: Jan 1995 – Sept 2002
➢ Directed a team of 10 associates across finance, accounting, financial reporting, treasury, tax, FP&A,
budgeting, MIS, FX risk management, general insurance, statutory compliance & IT.
➢ Recovered margin money from Tata Finance-USD 100K. Saved USD 500K by controlling customer claims.
Reduced inventory levels by 16%. Finalized marine insurance claims of 10 cases pm from US$ 250-1500.
Sampati Lal Bohra & Co, Chartered Accountant: Accounting and Auditing firm, established in 1953 by late
Mr. SL Bohra, 1st batch Chartered Accountant of the ICAI.
Article Clerk/Intern, Udaipur: Oct 1991 – Sept 1994
Statutory and internal audit of Private & Listed Companies - Plastic Goods, Textiles, Soapstone, Marbles,
Building Materials, Agriculture Machinery, Hotels, Schools, Public Trust and Trading businesses.
Education/Certification/IT Skills
• Chartered Accountant (CA): Institute of Chartered Accountants of India, New Delhi, 1991-1997
• Bachelor of Commerce (B. Com): Mohan Lal Sukhadia University, Udaipur, Rajasthan, 1989-1991
• Bachelor of Law (LLB): Mohan Lal Sukhadia University, Udaipur, Rajasthan, 2020-2022
• Hands on working experience of SAP, Oracle, MS NAV, Hyperion, HIMS, Quick Books & NetSuite
• Throughout 1st
Class with Distinctions. Participated in State & National Level NCC Training Camp
Additional Information
• Language Proficiency English (Advanced), Hindi, Marwari (Native), Gujarati, Marathi (Basic)
• Nationality/Personal Info Indian Citizen | Age: 49 | Marital Status: Married | Current Location: Mumbai
• Other Information Notice Period: 30 Days | Relocation: Open | Travel: Up-To 50%
• LinkedIn https://www.linkedin.com/in/sbokadia/
• Contacts M: +91 9867374066 | E: sanjaybokadia@yahoo.co.in | Mumbai-India
Interest/Hobbies
Tax & Fiscal Laws, Economics, Technology, ESG, Education, Healthcare, Sports & Athletics, Animal Welfare

Recommended

SB_Professional Credential_CV.docx
SB_Professional Credential_CV.docxSB_Professional Credential_CV.docx
SB_Professional Credential_CV.docxSanjay Bokadia
 
REMOTE_INTERIM_PART TIME_CFO
REMOTE_INTERIM_PART TIME_CFOREMOTE_INTERIM_PART TIME_CFO
REMOTE_INTERIM_PART TIME_CFOSanjay Bokadia
 
REMOTE_PART TIME_CFO.pdf
REMOTE_PART TIME_CFO.pdfREMOTE_PART TIME_CFO.pdf
REMOTE_PART TIME_CFO.pdfSanjay Bokadia
 
STRATEGIC CFO- REMOTE, INTERIM & PART TIME.pdf
STRATEGIC CFO- REMOTE, INTERIM & PART TIME.pdfSTRATEGIC CFO- REMOTE, INTERIM & PART TIME.pdf
STRATEGIC CFO- REMOTE, INTERIM & PART TIME.pdfSanjay Bokadia
 
CFO, GROUPCFO, FINANCE DIRECTOR, CHIEF FINANCIAL OFFICER
CFO, GROUPCFO, FINANCE DIRECTOR, CHIEF FINANCIAL OFFICERCFO, GROUPCFO, FINANCE DIRECTOR, CHIEF FINANCIAL OFFICER
CFO, GROUPCFO, FINANCE DIRECTOR, CHIEF FINANCIAL OFFICERSanjay Bokadia
 
Chief Financial Officer
Chief Financial OfficerChief Financial Officer
Chief Financial OfficerSanjay Bokadia
 

More Related Content

Similar to SB_Credential_CV.pdf

Similar to SB_Credential_CV.pdf (20)

CHIEF FINANCIAL OFFICER
CHIEF FINANCIAL OFFICERCHIEF FINANCIAL OFFICER
CHIEF FINANCIAL OFFICER
 
CV_REMOTE CFO_FINANCE DIRECTIR_SB.pdf
CV_REMOTE CFO_FINANCE DIRECTIR_SB.pdfCV_REMOTE CFO_FINANCE DIRECTIR_SB.pdf
CV_REMOTE CFO_FINANCE DIRECTIR_SB.pdf
 
CV4_CA_CFO_SBOKADIA.docx
CV4_CA_CFO_SBOKADIA.docxCV4_CA_CFO_SBOKADIA.docx
CV4_CA_CFO_SBOKADIA.docx
 
SENIOR FINANCE PROFESSIONAL
SENIOR FINANCE PROFESSIONALSENIOR FINANCE PROFESSIONAL
SENIOR FINANCE PROFESSIONAL
 
CV OCT
CV OCTCV OCT
CV OCT
 
FINANCE & BUSINESS ADVISORY.ppt
FINANCE & BUSINESS ADVISORY.pptFINANCE & BUSINESS ADVISORY.ppt
FINANCE & BUSINESS ADVISORY.ppt
 
ExpertCFO
ExpertCFOExpertCFO
ExpertCFO
 
Arun Vasishta 15
Arun Vasishta 15Arun Vasishta 15
Arun Vasishta 15
 
Resume_CPA_CMA_14+ Yrs_Exp
Resume_CPA_CMA_14+ Yrs_ExpResume_CPA_CMA_14+ Yrs_Exp
Resume_CPA_CMA_14+ Yrs_Exp
 
Accounting, Audit, Tax & CFO Services
Accounting, Audit, Tax & CFO ServicesAccounting, Audit, Tax & CFO Services
Accounting, Audit, Tax & CFO Services
 
Accounting, Audit, Tax & Compliance Services
Accounting, Audit, Tax & Compliance ServicesAccounting, Audit, Tax & Compliance Services
Accounting, Audit, Tax & Compliance Services
 
CFO Services
CFO ServicesCFO Services
CFO Services
 
CV_2015
CV_2015CV_2015
CV_2015
 
Gulzaresume
GulzaresumeGulzaresume
Gulzaresume
 
CFO_CA_SANJAY BOKADIA1.pdf
CFO_CA_SANJAY BOKADIA1.pdfCFO_CA_SANJAY BOKADIA1.pdf
CFO_CA_SANJAY BOKADIA1.pdf
 
Resume - Pradeep Kothari
Resume - Pradeep KothariResume - Pradeep Kothari
Resume - Pradeep Kothari
 
CV_CA_SANJAY BOKADIA.pdf
CV_CA_SANJAY BOKADIA.pdfCV_CA_SANJAY BOKADIA.pdf
CV_CA_SANJAY BOKADIA.pdf
 
Sridhar_Profile for Finance
Sridhar_Profile for FinanceSridhar_Profile for Finance
Sridhar_Profile for Finance
 
Profile VGG 2015 Ver 1.0 Abridged
Profile VGG 2015 Ver 1.0 AbridgedProfile VGG 2015 Ver 1.0 Abridged
Profile VGG 2015 Ver 1.0 Abridged
 
CFO new
CFO newCFO new
CFO new
 

More from Sanjay Bokadia

Accounting, Audit, Tax & CFO Services
Accounting, Audit, Tax & CFO ServicesAccounting, Audit, Tax & CFO Services
Accounting, Audit, Tax & CFO ServicesSanjay Bokadia
 
CV_REMOTE FINANCE CONTROLLER_SB.pdf
CV_REMOTE FINANCE CONTROLLER_SB.pdfCV_REMOTE FINANCE CONTROLLER_SB.pdf
CV_REMOTE FINANCE CONTROLLER_SB.pdfSanjay Bokadia
 
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pptx
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pptxS BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pptx
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pptxSanjay Bokadia
 
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pdf
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pdfS BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pdf
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pdfSanjay Bokadia
 
VIRTUAL FINANCE CONTROLLER & CFO, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS-co...
VIRTUAL FINANCE CONTROLLER & CFO, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS-co...VIRTUAL FINANCE CONTROLLER & CFO, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS-co...
VIRTUAL FINANCE CONTROLLER & CFO, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS-co...Sanjay Bokadia
 
Fund Raising, Capital Mobilisation, Equity Funding, Debt Funding, PE Funding,...
Fund Raising, Capital Mobilisation, Equity Funding, Debt Funding, PE Funding,...Fund Raising, Capital Mobilisation, Equity Funding, Debt Funding, PE Funding,...
Fund Raising, Capital Mobilisation, Equity Funding, Debt Funding, PE Funding,...Sanjay Bokadia
 
INTERNAL AUDIT, SPECIAL AUDIT, FORENSIC AUDIT, PROCESS AUDIT, STOCK AUDIT, FA...
INTERNAL AUDIT, SPECIAL AUDIT, FORENSIC AUDIT, PROCESS AUDIT, STOCK AUDIT, FA...INTERNAL AUDIT, SPECIAL AUDIT, FORENSIC AUDIT, PROCESS AUDIT, STOCK AUDIT, FA...
INTERNAL AUDIT, SPECIAL AUDIT, FORENSIC AUDIT, PROCESS AUDIT, STOCK AUDIT, FA...Sanjay Bokadia
 
CFO MUMBAI, PUNE, AHMEDABAD, HYDERABAD, BENGALURU, CHENNAI, GURUGRAM, NEW DEL...
CFO MUMBAI, PUNE, AHMEDABAD, HYDERABAD, BENGALURU, CHENNAI, GURUGRAM, NEW DEL...CFO MUMBAI, PUNE, AHMEDABAD, HYDERABAD, BENGALURU, CHENNAI, GURUGRAM, NEW DEL...
CFO MUMBAI, PUNE, AHMEDABAD, HYDERABAD, BENGALURU, CHENNAI, GURUGRAM, NEW DEL...Sanjay Bokadia
 
Finance & Accounting Outsourcing
Finance & Accounting OutsourcingFinance & Accounting Outsourcing
Finance & Accounting OutsourcingSanjay Bokadia
 
EXPERT CFO, STRATEGIC CFO, CEO PARTNER, BOARD OBSERVER
EXPERT CFO, STRATEGIC CFO, CEO PARTNER, BOARD OBSERVEREXPERT CFO, STRATEGIC CFO, CEO PARTNER, BOARD OBSERVER
EXPERT CFO, STRATEGIC CFO, CEO PARTNER, BOARD OBSERVERSanjay Bokadia
 
CFO ON DEMAND, PART TIME CFO, REMOTE CFO
CFO ON DEMAND, PART TIME CFO, REMOTE CFOCFO ON DEMAND, PART TIME CFO, REMOTE CFO
CFO ON DEMAND, PART TIME CFO, REMOTE CFOSanjay Bokadia
 
FINANCE CONTROLLER, CFO PARTNER, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS.ppt
FINANCE CONTROLLER, CFO PARTNER, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS.pptFINANCE CONTROLLER, CFO PARTNER, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS.ppt
FINANCE CONTROLLER, CFO PARTNER, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS.pptSanjay Bokadia
 
FINANCE, STRATEGY, M&A, FUNDRAISING & TAX ADVISORY.ppt
FINANCE, STRATEGY, M&A, FUNDRAISING & TAX ADVISORY.pptFINANCE, STRATEGY, M&A, FUNDRAISING & TAX ADVISORY.ppt
FINANCE, STRATEGY, M&A, FUNDRAISING & TAX ADVISORY.pptSanjay Bokadia
 
SBOKADIA-M&A ADVISORY.ppt
SBOKADIA-M&A ADVISORY.pptSBOKADIA-M&A ADVISORY.ppt
SBOKADIA-M&A ADVISORY.pptSanjay Bokadia
 

More from Sanjay Bokadia (16)

Accounting, Audit, Tax & CFO Services
Accounting, Audit, Tax & CFO ServicesAccounting, Audit, Tax & CFO Services
Accounting, Audit, Tax & CFO Services
 
CFO SERVICES
CFO SERVICESCFO SERVICES
CFO SERVICES
 
CV_REMOTE FINANCE CONTROLLER_SB.pdf
CV_REMOTE FINANCE CONTROLLER_SB.pdfCV_REMOTE FINANCE CONTROLLER_SB.pdf
CV_REMOTE FINANCE CONTROLLER_SB.pdf
 
CFO SERVICES
CFO SERVICESCFO SERVICES
CFO SERVICES
 
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pptx
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pptxS BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pptx
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pptx
 
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pdf
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pdfS BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pdf
S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pdf
 
VIRTUAL FINANCE CONTROLLER & CFO, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS-co...
VIRTUAL FINANCE CONTROLLER & CFO, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS-co...VIRTUAL FINANCE CONTROLLER & CFO, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS-co...
VIRTUAL FINANCE CONTROLLER & CFO, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS-co...
 
Fund Raising, Capital Mobilisation, Equity Funding, Debt Funding, PE Funding,...
Fund Raising, Capital Mobilisation, Equity Funding, Debt Funding, PE Funding,...Fund Raising, Capital Mobilisation, Equity Funding, Debt Funding, PE Funding,...
Fund Raising, Capital Mobilisation, Equity Funding, Debt Funding, PE Funding,...
 
INTERNAL AUDIT, SPECIAL AUDIT, FORENSIC AUDIT, PROCESS AUDIT, STOCK AUDIT, FA...
INTERNAL AUDIT, SPECIAL AUDIT, FORENSIC AUDIT, PROCESS AUDIT, STOCK AUDIT, FA...INTERNAL AUDIT, SPECIAL AUDIT, FORENSIC AUDIT, PROCESS AUDIT, STOCK AUDIT, FA...
INTERNAL AUDIT, SPECIAL AUDIT, FORENSIC AUDIT, PROCESS AUDIT, STOCK AUDIT, FA...
 
CFO MUMBAI, PUNE, AHMEDABAD, HYDERABAD, BENGALURU, CHENNAI, GURUGRAM, NEW DEL...
CFO MUMBAI, PUNE, AHMEDABAD, HYDERABAD, BENGALURU, CHENNAI, GURUGRAM, NEW DEL...CFO MUMBAI, PUNE, AHMEDABAD, HYDERABAD, BENGALURU, CHENNAI, GURUGRAM, NEW DEL...
CFO MUMBAI, PUNE, AHMEDABAD, HYDERABAD, BENGALURU, CHENNAI, GURUGRAM, NEW DEL...
 
Finance & Accounting Outsourcing
Finance & Accounting OutsourcingFinance & Accounting Outsourcing
Finance & Accounting Outsourcing
 
EXPERT CFO, STRATEGIC CFO, CEO PARTNER, BOARD OBSERVER
EXPERT CFO, STRATEGIC CFO, CEO PARTNER, BOARD OBSERVEREXPERT CFO, STRATEGIC CFO, CEO PARTNER, BOARD OBSERVER
EXPERT CFO, STRATEGIC CFO, CEO PARTNER, BOARD OBSERVER
 
CFO ON DEMAND, PART TIME CFO, REMOTE CFO
CFO ON DEMAND, PART TIME CFO, REMOTE CFOCFO ON DEMAND, PART TIME CFO, REMOTE CFO
CFO ON DEMAND, PART TIME CFO, REMOTE CFO
 
FINANCE CONTROLLER, CFO PARTNER, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS.ppt
FINANCE CONTROLLER, CFO PARTNER, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS.pptFINANCE CONTROLLER, CFO PARTNER, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS.ppt
FINANCE CONTROLLER, CFO PARTNER, BOARD OBSERVER & SPECIAL AD-HOC PROJECTS.ppt
 
FINANCE, STRATEGY, M&A, FUNDRAISING & TAX ADVISORY.ppt
FINANCE, STRATEGY, M&A, FUNDRAISING & TAX ADVISORY.pptFINANCE, STRATEGY, M&A, FUNDRAISING & TAX ADVISORY.ppt
FINANCE, STRATEGY, M&A, FUNDRAISING & TAX ADVISORY.ppt
 
SBOKADIA-M&A ADVISORY.ppt
SBOKADIA-M&A ADVISORY.pptSBOKADIA-M&A ADVISORY.ppt
SBOKADIA-M&A ADVISORY.ppt
 

Recently uploaded

Quick Fixes When A Garage Door Won’t Close as It Should
Quick Fixes When A Garage Door Won’t Close as It ShouldQuick Fixes When A Garage Door Won’t Close as It Should
Quick Fixes When A Garage Door Won’t Close as It ShouldAll Garage Doors and Gates
 
Six essential questions to ask your electrician in epsom
Six essential questions to ask your electrician in epsomSix essential questions to ask your electrician in epsom
Six essential questions to ask your electrician in epsomSK Electrical Works
 
cfo service in dubai Strategy support, Risk minimization, Liability management
cfo service in dubai  Strategy support, Risk minimization, Liability managementcfo service in dubai  Strategy support, Risk minimization, Liability management
cfo service in dubai Strategy support, Risk minimization, Liability managementSumit Dubey Fitness
 
新南威尔士大学毕业证制作流程UNSW毕业证文凭学历学位认证
新南威尔士大学毕业证制作流程UNSW毕业证文凭学历学位认证新南威尔士大学毕业证制作流程UNSW毕业证文凭学历学位认证
新南威尔士大学毕业证制作流程UNSW毕业证文凭学历学位认证8cuw8kc0
 
Horarios de ómnibus copsa verano 2024.pdf
Horarios de ómnibus copsa verano 2024.pdfHorarios de ómnibus copsa verano 2024.pdf
Horarios de ómnibus copsa verano 2024.pdfflordelotomore
 
6 Steps To Run A Successful Digital Marketing Agency.pdf
6 Steps To Run A Successful Digital Marketing Agency.pdf6 Steps To Run A Successful Digital Marketing Agency.pdf
6 Steps To Run A Successful Digital Marketing Agency.pdfafreenguliwala1
 
圣约翰大学毕业证制作流程美国学历学位认证
圣约翰大学毕业证制作流程美国学历学位认证圣约翰大学毕业证制作流程美国学历学位认证
圣约翰大学毕业证制作流程美国学历学位认证8cuw8kc0
 
What Is Materials Handling? Logistics Glossary
What Is Materials Handling? Logistics GlossaryWhat Is Materials Handling? Logistics Glossary
What Is Materials Handling? Logistics Glossarykumarjamiy
 
How to get Discounts On True links wear?
How to get Discounts On True links wear?How to get Discounts On True links wear?
How to get Discounts On True links wear?Julia Smith
 
Johns Essex Air Conditioning | Supply, Maintenance & Repair
Johns Essex Air Conditioning | Supply, Maintenance & RepairJohns Essex Air Conditioning | Supply, Maintenance & Repair
Johns Essex Air Conditioning | Supply, Maintenance & RepairSouthend builders in uk
 

Recently uploaded (12)

Quick Fixes When A Garage Door Won’t Close as It Should
Quick Fixes When A Garage Door Won’t Close as It ShouldQuick Fixes When A Garage Door Won’t Close as It Should
Quick Fixes When A Garage Door Won’t Close as It Should
 
Six essential questions to ask your electrician in epsom
Six essential questions to ask your electrician in epsomSix essential questions to ask your electrician in epsom
Six essential questions to ask your electrician in epsom
 
cfo service in dubai Strategy support, Risk minimization, Liability management
cfo service in dubai  Strategy support, Risk minimization, Liability managementcfo service in dubai  Strategy support, Risk minimization, Liability management
cfo service in dubai Strategy support, Risk minimization, Liability management
 
Overview of Mitsubishi M-Series Filtration
Overview of Mitsubishi M-Series FiltrationOverview of Mitsubishi M-Series Filtration
Overview of Mitsubishi M-Series Filtration
 
新南威尔士大学毕业证制作流程UNSW毕业证文凭学历学位认证
新南威尔士大学毕业证制作流程UNSW毕业证文凭学历学位认证新南威尔士大学毕业证制作流程UNSW毕业证文凭学历学位认证
新南威尔士大学毕业证制作流程UNSW毕业证文凭学历学位认证
 
Horarios de ómnibus copsa verano 2024.pdf
Horarios de ómnibus copsa verano 2024.pdfHorarios de ómnibus copsa verano 2024.pdf
Horarios de ómnibus copsa verano 2024.pdf
 
6 Steps To Run A Successful Digital Marketing Agency.pdf
6 Steps To Run A Successful Digital Marketing Agency.pdf6 Steps To Run A Successful Digital Marketing Agency.pdf
6 Steps To Run A Successful Digital Marketing Agency.pdf
 
IETM Level 4 Service Provider -Code and Pixels.pdf
IETM Level 4 Service Provider -Code and Pixels.pdfIETM Level 4 Service Provider -Code and Pixels.pdf
IETM Level 4 Service Provider -Code and Pixels.pdf
 
圣约翰大学毕业证制作流程美国学历学位认证
圣约翰大学毕业证制作流程美国学历学位认证圣约翰大学毕业证制作流程美国学历学位认证
圣约翰大学毕业证制作流程美国学历学位认证
 
What Is Materials Handling? Logistics Glossary
What Is Materials Handling? Logistics GlossaryWhat Is Materials Handling? Logistics Glossary
What Is Materials Handling? Logistics Glossary
 
How to get Discounts On True links wear?
How to get Discounts On True links wear?How to get Discounts On True links wear?
How to get Discounts On True links wear?
 
Johns Essex Air Conditioning | Supply, Maintenance & Repair
Johns Essex Air Conditioning | Supply, Maintenance & RepairJohns Essex Air Conditioning | Supply, Maintenance & Repair
Johns Essex Air Conditioning | Supply, Maintenance & Repair
 

SB_Credential_CV.pdf

  • 1. 1 | P a g e A visionary, accomplished and result oriented finance professional, recognised for bringing significant value through business partnership, governance, strengthening relations, building people and organisation capabilities, focused commercial guidance and recommendations, and strategic & operational decision support. Acted as a business partner, co-pilot, business navigator, technology enabler & change agent. Accustomed to managing multiple projects simultaneously in the fast-paced environments. ➢ Possess outstanding business acumen & recognised for exceptional interpersonal & communication skills to collaborate with all levels of staff & leadership team to influence decisions. ➢ Outstanding skills in developing business plan, preparing strategic roadmaps, policy formulation, improving resource productivity & implementing robust financial management system. ➢ Subject matter expert in controllership, strategic planning, budgeting, forecasting, fund raising, M&A, taxation, financial planning & analysis, financial reporting & cash flow management. ➢ Strong problem solving and analytical skills resulting in insightful recommendations leading to cost reductions, revenue optimization, improved customer and supplier relations and team collaboration. ➢ Implemented finance & digital transformation projects. Saved multimillion dollar cost by 100+ cost control initiatives. Technically strong in INDAS, IFRS, USGAAP, SOX, IFC, SOPs, IFC & ERM. ➢ Raised US$ 1 billion debt funding from domestic & international banks. Played key role in 10 M&A. Successfully executed business integration. Improved cash flows & reduced interest cost. ➢ Executed 15 business restructuring, turnaround and transformation projects. Implemented group corporate restructuring plan of 20+ Companies (operating and holding) merger & de-merger. ➢ Developed multiple tax efficient business models. Led 50+ domestic & international tax structuring & transfer pricing projects. Supervised tax assessment and strengthened tax compliance functions. ➢ Developed strategic business plans, defining vision, key milestones, growth drivers & recommenced action plans. Developed 500+ financial plans/models to evaluate business feasibility. ➢ Finalised annual budget and quarterly forecast of multi-product and services businesses. Designed tools and processes for financial planning and forecasting to improve business visibility. ➢ Streamlined accounting, GL control & reconciliation, receivable & payable, supply chain, credit control, inventory & fixed asset. Finalised financial statements of 50+ WOS (INDAS, IFRS & USGAAP). ➢ Developed risk-based internal audit plans & programs. Significantly improved GRC scores & process efficiency. Implemented ERP and IT financial systems - Oracle, MS NAV, HIMS & Hyperion. Core Qualifications & Subject Matter Expertise Strategic Business Planning Growth & P&L Management Fundraising & Investor Relations Merger, Acquisition, O&M & JVs Budgeting, Forecasting, AOPs Controllership & Decision Support Financial Planning & Analysis Cash Flow Management Domestic & International Tax Accounting & Financial Reporting MIS & Management Reporting Governance & Risk Management Investment & Capital Budgeting Cost Analysis & Cost Controls Treasury & FX Risk Management Pricing Analysis & Determination Business & Financial Analysis KPIs Tracking/Variance Analysis SOPs & Internal Financial Controls Legal & Statutory Compliance Fiscal & Productivity Tool Design MR SANJAY BOKADIA CA (INDIA), LLB, B.COM Over 25 Years of Experience in Diversified Manufacturing, Engineering & Services Sectors ▪ Indian & MNC Corporation ▪ Listed & Private ▪ Hospital & Healthcare ▪ Non- Ferrous Metals ▪ EPC & Real Estate ▪ Telecommunication ▪ Pharma Ancillary ▪ Paper
  • 2. 2 | P a g e Work Experience Designation Organisation Industry/Sector Rev (US$) Director & Managing Partner DPR Capital Advisors, Mumbai Financial Services - Chief Financial Officer Surya Hospitals Group, Mumbai Hospital/Healthcare 35 million Chief Financial Officer Indigo Metalloys, Mumbai Non-Ferrous Metals 70 million CFO- West, South & East Fortis Healthcare, Bengaluru Hospital/Healthcare 1 billion VP-Finance & Group Operation Al Fara’a Construction, UAE EPC & Real Estate 1.2 billion Head - Corporate F&A Vodafone India, Mumbai Telecommunication 6 billion Sr Manager - Corporate F&A Tata Communication, Mumbai Telecommunication 2 billion Manager - Corporate F&A Associated Capsules, Mumbai Pharma Ancillary 500 million Manager - Finance & Accounts Mahadev Paper, Mumbai Paper/Paperboards 50 million DPR Capital Advisors Pvt Ltd: Established in 2013, the company engaged in corporate finance advisory - debt syndication, M&A, investment, due diligence, CFO services, finance, tax & business consulting services. Director & Managing Partner, Mumbai: July 2021 – Till Date ➢ Assisting companies in Fundraising-Debt & Equity, M&A, Due Diligence, Financial Transformation Projects, Capital & Balance Sheet Restructuring, Start-up Incubation and Tax Planning & Litigation advisory. ➢ Consulting CFO for 10 SME clients with revenue range from US$ 2 to 20 million, taking care of Finance, Growth, Strategy, Financial Planning, Business Analysis, Statutory Compliance & Risk Management. ➢ Currently mentoring and advising three Start-ups with focus on building business models, market and customer acquisition strategies, capital structuring, financial strategies & business decision support. Surya Hospitals Group: 35 years old, PE funded leading high-risk maternity, obstetrics and gynaecology, neonatal & paediatric intensive care and IVF hospitals at Mumbai, Pune and Jaipur. Reported to the Group CEO and directed a team of 35 people (10 direct reports). Chief Financial Officer, Mumbai: July 2020 – June 2021 ➢ Worked with the CEO and board to prepare strategic roadmap, set business goals, policy formulation, developing long range business plans, scaling up the business and incubating growth strategies. ➢ Acted as finance business partner, providing strategic guidance & decision support on financial policies, capacity expansion, pricing, doctor’s terms, property leasing and outsourcing contracts. ➢ Streamlined accounting, procurement, SCM, billing, credit control, receivable and payable management, resulted in improved process controls and increased operational efficiency and resource productivity. ➢ Navigated the business through Covid Pandemic. Developed BSC, implemented cost and budget controls, rationalised pricing, conducted process audits & effectively managed process change program. ➢ Developed financial models/plans to launch four new medical programs at all hospitals, including capacity expansion. Assessed Three M&A/O&M opportunities. Turnaround Jaipur Hospital in Six Months. ➢ Instrumental in developing business improvement plans. Developed strategies to increase revenue, occupancy and ARPOB, reducing ALOS and established sustainable operating cost model. ➢ Improved revenue yield of 3-9% for various specialties. Reduced revenue leakage/loss to 0.3% (1.5%) and TPA rejection to 1.4% (4.6%). Decreased DSO to 30 days (50) & inventory holding to 15 days (30). ➢ Negotiated physician fee contracts-cost reduction of 2.5%. Achieved procurement savings on pharmacy/ consumables of 18% and other contracts - cost savings of 5 to 15%. Reduced SG&A costs by about 10%. ➢ Led and finalized budgets by 15th March. Developed a 3-year strategic business plan for all hospitals and institutionalized financial planning and forecasting processes to improve visibility. ➢ Implemented cost accounting system, cost and budget control. Developed robust systems, processes, policies. Implemented DOA, re-engineered business & financial processes and automated controls. ➢ Developed and carried out more than 15 transformation projects in the areas of finance, procurement, occupancy & resource utilisation, billing operation, pricing, cost optimization and process re-engineering. ➢ Developed risk based internal audit plan & programs. Monitored audit quality & process effectiveness, review of audit findings and develop action plans. Achieved GRC Score > 85% of the internal audit- FY21.
  • 3. 3 | P a g e DPR Capital Advisors Pvt Ltd: Established in 2013, the company engaged in corporate finance advisory - debt syndication, M&A, investment, due diligence, CFO services, finance, tax & business consulting services. Director & Managing Partner, Mumbai: July 2017 – June 2020 ➢ Created long term business plan, build a team of 5 senior partners and 20+ associates. In charge of business development, client relations, setting up new practices, quality control, and service excellence. ➢ Led project and service delivery in the areas of fund raising, capital restructuring, M&A support, domestic & international tax advisory, risk management and special finance transformation projects. ➢ Completed projects- US$ 180 million debt funding & refinancing projects, including US$ 80 million worth of debt restructuring projects. Led 2 SME IPOs readiness and implemented 3 capital restructuring projects. ➢ Served as Consulting CFO for more than 15 SMEs & Start-Ups. Incubated 5 start-ups - F&B, IT Products, ACR Tubes, health-tech & handicraft. Developed over 14 project reports and long-range plans for clients. ➢ Completed over 50 tax planning, structuring, and advisory projects in domestic & international tax. Led five cost optimization & process improvement projects, that resulted in cost savings of > US$ 1.2 million. ➢ Completed over 100 projects in business consulting, investment advisory, contract review and drafting, financial models’ development, special purpose audit and designing cost accounting system. Indigo Metalloys Pvt Ltd (Now Mercure Metals): Leading manufacturer of copper & copper alloy products, offering metallurgical solutions to the ACR, Ship building, Heat Exchanger and oil & gas industries. Reported to the MD and directed a team of 30 people (8 direct reports). Chief Financial Officer, Mumbai: Jan 2013 – June 2017 ➢ Closely worked with the MD to prepare strategic roadmap, increase capacity utilisation, diversification into value added products, increase export sales and explore new markets and reduce operating cost. ➢ Acted as finance business partner, providing strategic guidance & decision support on financial policies, capacity expansion, product pricing, procurement, contract manufacturing & outsourcing contracts. ➢ Streamlined financial, accounting and plant commercial operations with improved staff productivity by ~25%. Finalised financial statement, completed the annual audit within 60 days of financial year end. ➢ Implemented business turnaround plan, boosted capacity utilisation through the introduction of value- added products and contract manufacturing business line. Improved labour productivity by about 15%. ➢ Achieved revenue growth of 18% CAGR (FY13 to 17), EBITDA of 14% (9% in FY13) and increased capacity utilisation to 60% (from 40%). Increased price realization by 9% & reduced fabrication cost by 3.5%. ➢ Negotiated long term debt restructuring of US$ 8.5 million. Leverage reduction achieved through capital restructuring. Played a key role in completing JVs with MTC Group for growth and expansion. ➢ Reduced MIS reporting time to 5 days (10 days), DSO to 40 Days (70) & inventory holding to 7 Days (15). Resolved 5 years old pending Income Tax and VAT litigation by representation with tax authorities. ➢ Developed and executed a 3 years strategic business plan and institutionalized financial planning & forecasting processes, resulted in improved visibility. Finalized annual budget by March 15. Fortis Healthcare Ltd: Leading integrated healthcare provider with more than 20,000 employees in India, Australia, Hong Kong, Mauritius, New Zealand, Singapore, Sri Lanka, UAE, and Vietnam. Reported to the Group CEO and directed a team of 150 people (12 direct reports). CFO-West, South & East Region, Bengaluru: Dec 2009 – Jan 2013 ➢ Closely worked with the CEO & board to lead Wockhardt Hospitals acquisition, drive finance transformation projects, lead growth & expansion and establish business and process governance. ➢ Acted as finance business partner, providing strategic guidance and decision support on financial policies, expansion, pricing, doctor’s terms, property leasing, referral network and outsourcing contracts. ➢ Played key role in negotiating the US$ 160 million Wockhardt hospital M&A. Business integration planned and completed within three months and navigated the business during integration transition. ➢ Sourced debt financing worth US$ 1+ billion (TL, FCTL, SBLC, NCD) for business acquisition & expansion. Streamlined processes, improved liquidity and strengthened the working capital management. ➢ Developed long term strategic business plan. Played a key role in the launch of a new 387-bed hospital in Kolkata, including the capacity expansion in Mumbai, Bengaluru & Chennai (Capex- US$ 50MM PA) ➢ Achieved revenue growth of 30% CAGR (FY10-13) & EBITDA of 15% (11% in FY10). Implemented cost controls, rationalised pricing and streamlined medicine and consumable procurement processes.
  • 4. 4 | P a g e ➢ Negotiated key physician contracts - cost reduction of 1.5%. Achieved cost savings of 5 - 20% on services and supplies. Reduced SG&A cost by US$ 3 million through cost control and operational excellence. ➢ Improved revenue yield of 5-12% for various specialties. Reduced revenue loss/leakages to 0.3% (0.7%) and TPA rejection to 1.5% (4%). Reduction in DSO to 25 days (50) and inventory holding to 21 days (40). ➢ Played a key role in restructuring of legal entities, RHT REIT SGX listing, shared services, HIMS - Oracle integration, new HIMS system implementation, pathology lab and TPA billing outsourcing. ➢ Finalised consolidated financial statement (15 legal entities), completed the annual audit within 15 days of financial year end and presented the financial reports and audit summary to board and audit committee. ➢ Executed Turnaround of four small 50+ bed hospital to EBITDA breakeven. Successfully led JV with Cauvery Hospitals, Mysore. Managed 14 hospitals operation with negative working capital for 2 years. ➢ Finalized budget by 15th March. Streamlined month end closing, resulted in 100% accurate results matching with audited financial statements. Reduced MIS reporting time to 3 days (5). ➢ Developed risk based internal audit plan & program. Monitored audit quality & process effectiveness, and implementation of audit recommendations. Achieved GRC score > 90% for audit review of 3 years. Al Fara’a Construction & Industrial Group: Contracting, Ready-Mix Concrete, Real Estate, Precast & Steel Structures, Electromechanical, HVAC, Plumbing, Glass, Aluminium & Glazing Structures & Interiors. Reported to the CMD and directed a team of 25 people (10 direct reports) across 11 SBUs. Vice President- Finance & Group Operation, UAE: Sept 2008 – Aug 2009 ➢ Led Group Finance, Growth & Strategy, Business Planning, Project Commercial Operation, Budgeting, Forecasting, MIS/Management Reporting, Tendering, Cost Control, Credit and Receivable Controls & IT. ➢ Navigated business through 2008 property market crash. Changed strategic business direction to focus on improving cash flow, develop receivable recovery strategies and retain the team in uncertain times. ➢ Restructured & centralised group tendering, estimation and procurement functions, resulted in substantial saving in operational cost, improve efficiency and created competitiveness in the project bidding process. ➢ Developed a three-year long range business plan. Introduced in-house labour outsourcing. Led capacity expansion of glass and aluminium business. Labour contracts finalized for over 10 large EPC projects. ➢ Streamlined business operation, including tendering, cost estimation, pricing and margin determination, resulted in improvement of net profit margin by 2.5%. Led over 7 major cost controls projects. ➢ Managed group credit risk. Obtained a 30-day credit extension from 75% of the suppliers. Developed project-based job costing models for measurement of project profitability and cost escalation. Vodafone India (Hutch Essar): Telecom service provider with presence across 23 circles. Part of GBP 48 billion Vodafone, UK. Reported to the EVP and directed a team of 10 people (4 Direct Reports). Head (DGM)-Corporate Finance & Accounts, Mumbai: July 2006 – July 2008 ➢ Worked with 23 circle finance team and led Controllership, Finance, Accounting, Financial Reporting-IGAAP & IFRS, MIS, Capex Control, Costing, Pricing Determination, Financial Analysis & Statutory Compliance’s. ➢ Core team member of Hutch-Vodafone US$ 20 billion M&A. Played key role in business integration of BPL Cellular (TN, KL & M&G). Key member for de-merger of passive infra of Vodafone (Indus Tower). ➢ Monitored US$ 50 million capex per month for the 23 telecom circles, including capex planning, capex budget monitoring, including audit of cell sites (ready to air) for capitalization and depreciation working. ➢ Finalized 3 years consolidated USGAAP financial statements of Hutch Essar planned IPO (48 entities). Developed 20+ technical accounting analysis notes on IFRS & USGAAP on complex transactions. ➢ Reported MIS reports by 3rd of the month end, HQ reporting by 5th of the month end, Limited Review by the 7th of the quarter end and statutory audit within 15 days from the year end with no audit qualifications. ➢ Played key role in implementation of Hyperion, including global financial system transformation project EVO - migration from Oracle to SAP platform and integration of different billing systems. Tata Communication Ltd (VSNL): A global communication services provider. Listed on the BSE, NSE & NYSE (ADR). Reported to the VP- Finance and directed a team of 5 associates (2 Direct Reports). Sr Manager-Corporate Finance & Accounts, Mumbai: May 2005 – July 2006 ➢ Led Controllership, Accounting, Financial Reporting-INDAS & USGAAP, Statutory Audit, MIS, Budgeting, Forecasting, SOX, 20F & 6K Reporting, Systems, Processes, Policies and Statutory Compliance.
  • 5. 5 | P a g e ➢ Played lead role in M&A transaction support and integration of Tyco Global, Teleglobe International, Tata Power Broadband, Seven Star Cables & Primus communications acquisition. ➢ Finalised IGAAP & USGAAP consolidated financial statements of over 50 subsidiaries, including preparation and filing of 20F. Handled filings of 6K and resolved SEC queries on financial statements. ➢ Implementation for SOX Project. Delivered full Sarbanes Oxley compliance through analysis, identification and implementation of necessary changes to all financial processes concerning business operations. ➢ Performed accounting technical research on IGAAP & USGAAP-revenue recognition, ARO, employees’ benefits, business combination, asset capitalization, impairment-intangibles & accelerated depreciation. ACG Worldwide (Associated Capsules Group): Indian MNC with 15 global manufacturing facilities, supplying a diverse product range of Capsules, Films & Foils, Engineering and Inspection systems to pharma industry. Reported to the Group CFO and directed a team of 4 associates (2 Direct Reports) Manager-Corporate Finance & Accounts, Mumbai: Sept 2002 – Oct 2004 ➢ Led Corporate Finance, M&A, Corporate Restructuring, Business Planning, Budgeting, Forecasting, FX Risk Management, Management Reporting, Internal Audit, Financial Policies & Processes & Insurance. ➢ Implemented group structuring to create operational synergies through corporate scheme of Merger & Demerger. Performed due diligence for 3 potential acquisitions in gelatin capsule manufacturing segment. ➢ Led financial transition projects-Sales Tax to VAT, Deferred Tax-AS 22 and Transfer Pricing. Managed deferred sales tax prepayment project for Associated Capsules & Universal Capsules. ➢ Developed a 3-year long range plan to achieve US$ 500 million revenues. Carve out growth strategy through backward and forward integration of capsules and pharma technology/engineering business. Mahadev Paper Corp/Deccan Florabase Ltd: The Group is engaged in distribution of paper and paperboard products of ITC Bhadrachalam and Century Paper Mills and cultivation and export of cut rose flowers. Manager-Finance & Accounts, Mumbai: Jan 1995 – Sept 2002 ➢ Directed a team of 10 associates across finance, accounting, financial reporting, treasury, tax, FP&A, budgeting, MIS, FX risk management, general insurance, statutory compliance & IT. ➢ Recovered margin money from Tata Finance-USD 100K. Saved USD 500K by controlling customer claims. Reduced inventory levels by 16%. Finalized marine insurance claims of 10 cases pm from US$ 250-1500. Sampati Lal Bohra & Co, Chartered Accountant: Accounting and Auditing firm, established in 1953 by late Mr. SL Bohra, 1st batch Chartered Accountant of the ICAI. Article Clerk/Intern, Udaipur: Oct 1991 – Sept 1994 Statutory and internal audit of Private & Listed Companies - Plastic Goods, Textiles, Soapstone, Marbles, Building Materials, Agriculture Machinery, Hotels, Schools, Public Trust and Trading businesses. Education/Certification/IT Skills • Chartered Accountant (CA): Institute of Chartered Accountants of India, New Delhi, 1991-1997 • Bachelor of Commerce (B. Com): Mohan Lal Sukhadia University, Udaipur, Rajasthan, 1989-1991 • Bachelor of Law (LLB): Mohan Lal Sukhadia University, Udaipur, Rajasthan, 2020-2022 • Hands on working experience of SAP, Oracle, MS NAV, Hyperion, HIMS, Quick Books & NetSuite • Throughout 1st Class with Distinctions. Participated in State & National Level NCC Training Camp Additional Information • Language Proficiency English (Advanced), Hindi, Marwari (Native), Gujarati, Marathi (Basic) • Nationality/Personal Info Indian Citizen | Age: 49 | Marital Status: Married | Current Location: Mumbai • Other Information Notice Period: 30 Days | Relocation: Open | Travel: Up-To 50% • LinkedIn https://www.linkedin.com/in/sbokadia/ • Contacts M: +91 9867374066 | E: sanjaybokadia@yahoo.co.in | Mumbai-India Interest/Hobbies Tax & Fiscal Laws, Economics, Technology, ESG, Education, Healthcare, Sports & Athletics, Animal Welfare