An accomplished accounting, finance and business management professional with over 25 years of experience in hospitals and health care, non-ferrous metals, EPC, real estate, telecommunications, pharma ancillary, paper and floriculture export. Recognized for bringing significant value through sound governance, business intelligence & orientation, focused commercial guidance and strategic decision support. Demonstrated capabilities in managing rapid growth, improving financial performance, growing the business, improving productivity and operational excellence. Proven track record of leading complex projects and transformation initiatives. Strong leadership in the development of people and organization, communication and delegation and establishing culture of performance. Have over 5 years of experience as a consulting CFO/Controller for over 20 SMEs and start-ups in IT products and services, FinTech, Health-Tech, Metals, Robotics & Industrial Automation, Renewal Energy, Real Estate, Medical Device/Rehabilitation Products, Marbles Processing, Granites & Handicraft Export. By qualifications, I am a Chartered Accountant from the institute of Chartered Accountants of India with a degree in Law & Commerce (LLB, M.Com & B.Com) from Mohan Lal Sukhadia University, Udaipur-Rajasthan.

1. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
A warm greeting of the day!
I learned about you through the LinkedIn. My name is Sanjay, a qualified chartered accountant with a degree in law and
commerce, with over 20 years of experience in diverse industry, having annual revenue range of US$ 30mm- US$6bn with
domestic and global business operation across USA, UK, Europe, Asia Pacific & Middle East.
I bring my experience and expertise as a remote CFO/Controller and collaborate with CEOs and CFOs to provide value-based
solutions to the challenges faced by SMEs and start-ups. I also provide finance and business support services and work on
all tasks or projects, small or complex, that require time for a day or longer.
I am available 24/7 and directly supervise all the tasks/projects. I have a solid support team of over 50 people (CA, CPA, MBA,
CS, CMA & Graduates) and I work according to the client international time zone.
Value Propositions:
Engagement that is KPI-focused with a firm commitment to deliver complex projects on time.
Bring a visible & measurable commercial impact - enhanced revenue growth & financial performance.
Provide independent opinion, comments and potential solutions on the critical business issues.
Enable, articulate and provide strategic decision support for commercial, finance & tax matters.
Technical strong in INDAS, IFRS, USGAAP, SOX, IFC, Statutory, Legal & Tax Compliance’s.
It will be my pleasure to schedule a courtesy call to learn more about some of the daily pain points you may encounter in
managing your company's finances and provide solutions to address these issues.
Thank you!
Sanjay B Jain
Mr. Sanjay B Jain
CA, LLB, M.COM, B.COM
LinkedIn: https://www.linkedin.com/in/sbokadia/
Remote CFO/Controller | Finance & Business Support

2. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
Executive Summary
An accomplished accounting, finance and business management professional with over 25 years of experience in hospitals and
health care, non-ferrous metals, EPC, real estate, telecommunications, pharma ancillary, paper and floriculture export.
Recognized for bringing significant value through sound governance, business intelligence & orientation, focused commercial
guidance and strategic decision support.
Demonstrated capabilities in managing rapid growth, improving financial performance, growing the business, improving
productivity and operational excellence. Proven track record of leading complex projects and transformation initiatives. Strong
leadership in the development of people and organization, communication and delegation and establishing culture of
performance.
Have over 5 years of experience as a consulting CFO/Controller for over 20 SMEs and start-ups in IT products and services,
FinTech, Health-Tech, Metals, Robotics & Industrial Automation, Renewal Energy, Real Estate, Medical Device/Rehabilitation
Products, Marbles Processing, Granites & Handicraft Export.
By qualifications, I am a Chartered Accountant from the institute of Chartered Accountants of India with a degree in Law &
Commerce (LLB, M.Com & B.Com) from Mohan Lal Sukhadia University, Udaipur-Rajasthan.
Core Qualifications
Strategic Leadership Shaping Business Direction, Provide Strategic Consultation & Management Intervention.
Financial Strategy Strategy Ideation, Formulation, Consultation, Risk Assessment, Action Plan & Execution.
P&L Management Improve Margins, Productivity & Operational Efficiency and Cost Control & Optimization.
Tax Planning/Strategy Tax Planning, Research, Structuring, Assessment, DTAA, BEPS & Transfer Pricing.
Fundraising Assist in Fund Raise Plans, Investor Relations, Capital Budgeting & Investment Decisions.
Merger & Acquisition Identify, Evaluate, Mapping Synergies, Build Model, Due Diligence, Valuation & Integration.
Business Turnaround Develop, Strategies & Execute Business Improvement, Restructuring & Turnaround Plan.
Corporate Restructuring Implement Business, Legal & Tax Restructuring Plans (Merger-Demerger)

3. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
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 Control/Optimization Identify & Execute Cost Control & Optimization initiatives to maintain cost under control.
Process Improvements Conduct Process Effectiveness Audit & Lead Process Automation/Standardization Projects.
Cash Flow Management Develop Cash Flow Plans, Credit, Collection, Inventory, Payment Cycle & Processes.
FX Risk Management Develop FX Risk Management Policies, Implement Hedging Strategies, Monitor Performance.
Accounting & Reporting Streamline Finance & Accounting Operation, Finalise Accounts & Resolve Audit Issues.
Risk Management Develop Governance Policies, Risk Assessment & Mitigation Plan and Processes.
Audit & Assurance Develop Risk Assessed Internal Audit Plans & Programs, including Audit Quality Benchmarks.
Statutory Compliance’s Develop Compliance Checklist & Assist in meeting 100% Statutory, Legal & Tax compliances.
Financial/IT Systems Assist in Planning & Implementation of IT systems - Oracle, SAP, MS Nav, Hyperion & HIMS.
Industry Work Experience (1995 - 2021)
Role/Designation Organization Industry/Sector Annual Revenue
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

4. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
Notable Career Accomplishments:
Financial Strategies: growth, income, cost, price, procurement, SCM, expansion, diversification, outsourcing & technology.
Fundraising: Debt & equity financing of US$ 1 billion for business acquisition, expansion, diversification and working capital.
M&A/JV/O&M: Led, participated & executed over 10 M&A (US$ 60mm-20bn), JV & O&M deals, including business integration.
Corporate Restructuring: Implemented corporate restructuring plans (Merger & De-Merger) for over 20 group companies.
Business Turnaround: Executed seven turnaround projects - EPC, contracting, healthcare, metals, engineering & marbles.
IPO: Worked on four IPO readiness projects (Main Board & SME). Completed three capital/balance sheet restructuring projects.
Domestic & International Tax: Completed over 50 complex tax projects – tax planning, structuring & advisory.
Cost Control/Optimization: Led 100+ Cost control and value engineering projects-Annual cost savings of US$0.5mm - 3mm.
Accounting & Financial Reporting: Finalized consolidated financial statements of over 50 WOS (INDAS, USGAAP, IFRS).
Financial Controls & Compliance: Developed & implemented robust systems, processes, policies, SOPs, DOA, SOX & ERM.
Financial Planning: Developed over 500 financial plans, models, tools & processes for financial planning & forecasting.
Internal Audit: Developed Risk Based Internal Audit Plans & Programs. Established Benchmark to Monitor Audit Quality.
Cost Accounting: Developed Cost Accounting System. Defined MOS, BEP, GPM, OPM, Cost Allocation & Budget Control.
Long Range Business Plans: Developed 20+ long range strategic business plans (3 to 5 years) for diversified businesses.
MIS Development: Designed MIS & KPIs tracking systems for healthcare, metals, real estate & telecommunication businesses.
IT/Financial Systems: Implemented IT/ERP/BI systems - SAP, Oracle, MS Navision, Hyperion & HIMS (Healthcare)
Engagement Model: Flexible, Customised & Very Competitive
Remote CFO/Controller/Strategic Business Advisory
Remote CFO
Full Time / Part Time
Remote Controller
Full Time / Part Time
CEO/Board
Strategic Advisory Support
Professional Fee: Start from US$ 1,500 Per Month & Vary Based on the Scope & Work Hours (Negotiable)

5. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
Finance & Business Support Services
Financial Models Financial Projections Project Report Business Plans Capital Budgets
Business Valuation M&A Project Support Due Diligence Contract Drafting IM Preparation
MIS Development SOPs Development Delegation of Authority Process Audit Special Audit
Tax Case Study DTAA Analysis Transfer Pricing GST Tax Returns IT/TDS Returns
Accounting Policy IFRS & USGAAP Stat Audit Support ROC/MCA Filing Reconciliations
Product Costing Pricing Analysis ERP Functional Support Payroll Processing Data Entry/Analytics
Other Services & Solution
FP&A Services Responsible for leading and executing financial planning and analysis - financial planning, financial modelling,
financial projections, business plans, budgeting, forecasting and business analysis.
Treasury Services Responsible for leading treasury, banking, investor relations, FX risk management, investment management,
cash flow & working capital management, general insurance & funding compliance.
Tax & Compliance
Services
Income Tax & GST Compliance (Return Preparation & Filing), tax planning, tax advisory, tax dispute
management/representation, ROC/MCA, FEMA, RBI, SEBI, Stock Exchange compliances.
Accounting Outsourcing Provide comprehensive outsourcing solutions - accounting, month-end closing, preparing financial statements
and conducting the audit in coordination with the company's external auditors.
Internal Audit Services Internal Audit: Act as SPOC between CFO, CEO, External Auditor, Board & Audit Committee.
Execution of Internal Audit, Special Purpose Audit, Compliance & Process Audit, etc.
Special Project 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.
Recruitment Support Provide expert assistance in hiring/recruitment mid & senior management finance team.
Provide temp qualified and experienced resources to support special projects.

6. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
WE CARE
CAUSE VERY CLOSE TO OUR HEARTS
#Save_The_Trees_And_Save_The_Earth
I have committed to spend 20% of our revenue from all services towards plantation of tree saplings to make our earth greener.
Particular emphasis is placed on planting trees in and around urban areas, which can provide shelter for native birds, which
have lost their habitat as a result of urban population development/expansion.
As a next step, we plan to build a couple of mini-forest (minimum 50K trees) in and around cities/ urban areas in collaboration
with environmental lovers on the baron lands. The 1st
project is at the initial stage and we have collaborated with over 300
volunteers to work on this project on a volunteer basis, from planning to execution.
Until 31/08/2022, we planted 10,000+ saplings on the private farmland and public baron land parcels in Udaipur District,
Rajasthan (India) over the last two years under this program.
Until 30/06/2022, I personally planted 5,000+ tree saplings on private urban and agricultural land over the last 30 years in
and around Udaipur District, Rajasthan (India).
Happy to invite you to be part of our mini-forest project in any way that interests you. You can drop me an email with your
interest at sanjaybokadia@yahoo.co.in or alternatively connect me on +91 9867374066 on WhatsApp.
Thank You 🙏