Cfo Konnect Business strategy

1. Financial Solutions that help companies Grow
CFO
konnect

2. Background
CFO Konnect – A Choice for Success
Why CFO Konnect
When CFO Konnect
Our Services
Experience on Offer
Few Learning’s in Past
Contact Us
INDEX
www.cfokonnect.com “Live the Life"

3. To become a most admiring CFO Konnect Service providing
company among SMEs and Start Ups across the country
VISION
To become the best choice as CFO Konnect for Startups &
Medium Enterprises (SMEs) and Venture Capitals
MISSION
Trust, Transparency in Communication and Deliveries with
Accountability are at the core of our value system
VALUES

4. Flexibility
 Part time CFO Services, virtual or project
based
 Provides measurable Customized outcomes
 Flexi comp – variable, retainer, outcome
based etc.
 One of the best experience at low cost
 Entry / Exit Easy
Our services and financial solutions fall into all the
major domains, beneficial to both the users and
the providers.
Features

5. Connect to
Success
 We play a strategic role
 Synchronize resources and solid
foundation.
 Long Lasting
 Drivers, Controllers, Multipliers
 Not only advise but Execute as well
 Compatible any time
 It mitigates every possible risk before
any delivery.
 Start Ups and Small Medium Sized
Enterprises
 Business Houses to be ready for Fast
Growth / Raise Funds
 Venture Capitals / Investors / PE
Fund Owners
 Large Corporate for Specific Roles
like - Due Diligence
CFO Konnect is delivery oriented and brings in mature high quality resources
to work for SMEs who would otherwise not work for SMEs. Talk to our clients
for a testimony on our result orientation and quality of resources.
‘YOU’ are the
beneficiary

6. Vicious Circle Situation
 Need finance expertise but can’t afford full time CFO
 Cost of non-compliance is very high
 Need Funding for Business Growth and Expansion
 Growing Fast with inadequate Finance Support
 Challenges in recruiting and developing good finance team
 Excessive focus on financial lag indicators
 Disjointed processes catered to by multiple practitioners
 Interaction between Profit & Loss and Cashflow is not fully understood
 Require Consultants for Execution, not for advisory only
 Revenue is Increasing but Profits
Customer Problems

7. Key for Success
 CFO on flexible terms (shared, virtual or project basis)
 Single point contact with accountability
 Assistance in getting Funding for Business Growth : Equity or Debt from
PE/ Bank
 Effective compliance management; protecting and enhancing value
 Solid Foundation with Adequate finance support function
 Wholistic MIS architecture in place
 Balanced focus on financial and non-financial lead and lag indicators
 Assistance in Recruitment, Development and Mentoring of finance team
 Synergy with the Board of Directors, Chief Executive Officer (CEO),
management team
 Controlled cost & Incremental Profits
Our Solutions

8. • Solid
Foundation for
handling big
Business
• Long term
relationship
with no
Gaps CFO
• Strategic
Visualization to
Grow Companies
• Strengthen &
complement your
existing Finance &
Accounting team
Engage for
little time
you need i.e.
Part Time
CFO
Rich, Vast,
Diversified
experience
We execute
and don't just
advise
Very Low
Price as
compared to
Full Time CFO
Why Us?

9. www.cfokonnect.com
CFO KonnectCFO Konnect
Why CFO Konnect
“Live the Life"
• CFO Konnect is delivery oriented and brings
in mature high quality resources to work for
SMEs who would otherwise not work for
SMEs. Talk to our clients for a testimony on
our result orientation and quality of resources.
Delivery
Focus
• CFO Konnect is the equivalent of Mature and
High Quality wine available by the glass to
SMEs
Value
Proposition
• Diverse talent (MBAs, CAs, Cost Accountants,
Lawyers, HR Professionals) pool. We provide
services in Strategy, Costing, MIS, Accounting,
Taxation, Fund Raising, Compliance,
Valuations etc.
Diverse
Talent Pool

10. WHEN TO OPT FOR
CFO KONNECT
What makes CFO Konnect unique?
CFO Konnect is the equivalent of Mature and
High Quality wine available by the glass to SMEs.
• Foundation to be made stronger to cater Big
turnover
• Growing Fast with inadequate Finance Team
Support i.e. not focusing on strategic role due
to “Tunnel vision”.
• Need finance expertise but can’t afford full
time CFO i.e. Realize that not having access
to a Financial Controller/CFO's level of
financial expertise is holding the company
back
• Cost of non-compliance is very high
• Expansion is a need but present business
needs systems / automation.
• Disjointed processes catered to by multiple
practitioners
• Fractured MIS reporting and lack of proper
governance
• Excessive focus on financial lag indicators
• Need Funding for Business Growth and
Expansion
• Challenges in recruiting and developing
good finance team
• Company performance is missing Business
Plans
• Project Based CFO Konnect.pptx

11. for savings and profits
SERVICES
CFO Konnect
Key Foundation
Key Drivers
Key Controls
Key Multipliers / Others

12. Key Foundation Key Drivers Key Controls Key Multipliers / others
 Business Plans
 Budgeting , Periodical
Forecasting
 Rolling Plans
 Corporate Planning and
Structure
 Statutory Compliances
 Delegation of Powers, Co.
Policies
 Developing SOPs / Systems
and Procedures
 Start-up Service
 Funds Management
 Cash Flow Management
 CFO Health check and CFO
recruitment services
 Cost Management and various
Analysis
 Growth Drivers
 Corporate Governance
 Arranging Funds through P.E.,
Bank, VC, FIs etc.
 MIS Management AND Decision
Support System Services
 Financial Analysis & identifying
Improvement Areas / Sensitive
Analysis
 Board meetings and
Management Reporting
 Segmental / Zonal / Regional
Profitability Statements
 Synchronized Finance function
with Promoters, Board of
Directors and Management
Team
 Turnaround / Rehabilitation
management
 Financial Due diligence
 Profit Improvement
 Investors Relations
 Mergers & Acquisitions
 Entry / Exit support, MNCs
entering India
 HR Support
 Accounting
 IT / Legal Support
 Insurance
SERVICES

13. Accounting Services
• On-site using client’s People and Systems
• Offsite through Self Staff and Systems
Reporting and MIS
Data Analytics, MIS, Trend Analysis and preparation of a Comprehensive Management,
Board review pack containing both financial, non financial lead, lag indicators and
commentary
Strategic Planning Support
• Evaluation of strategy, assistance in evolving right strategy, preparation of business
plans and benchmarking of strategy with competition based on market intelligence
• Recruitment, Training and Development of Finance Staff
• Recruitment, Training and Mentoring finance staff and inculcating a process driven
organization culture
Fund Raising
• Assistance in preparing cash flow and pitch document for fund raising
• Can focus on equity, debt, mezzanine, leasing options
• Managing the process end to end including drafting of term sheets and SHA
Compliance Services including Tax compliance services
Advisory for Income Tax, Service Tax , filing of returns, transfer pricing study as well as
handling litigations. Simple RBI, Secretarial and HR compliances are also provided
KeyServices
SERVICES

14. Process Support
Evaluation of financial control processes, assistance in evolving
appropriate processes to ensure reliable and timely reports
Diagnostics
Diagnostic tests across finance functions and report findings on
weaknesses, adequacy of controls, process efficiency, people
competency, adequacy/currency of IT systems etc.
Finance Transformation Project
Based on the above diagnostics, designing and recommending
Target Operating Model (TOM) for People-Process-Systems
Due Diligence Services
Review and study of target entity to advise on state of affairs &
fair value
Risk Related Services
Evaluation of current risk management practices, suggestion
and implementation assistance of operational, strategic and
treasury risk management initiatives
KeyServices
SERVICES

15. TEAM INTRODUCTIONS
Diverse talent (MBAs, CAs, Cost Accountants, Lawyers, HR Professionals)
pool. We provide services in Strategy, Costing, MIS, Accounting,
Taxation, Fund Raising, Compliance, Valuations etc.

16. CFO Konnect is having the qualified and well experienced
person like Neeraj Goel. He is having the qualifications like:
• CA, Chartered Accountant (equivalent to CPA)
• ICWA, Cost Accountant (All India Rank Holder) duly
affiliated with CIMA London
• Regular MBA - Finance from IMT Ghaziabad, one of the
prestigious Management Institute in India namely duly
recognized from HRD Ministry, Government of India.
Neeraj is having more than 23 years of rich professional
working experience while working throughout his career with
Large / Medium MNC / Indian Companies like:
• Country Controller – India with US Giant Eaton Group. His
last assignment was handling 11 Entities of Eaton in India,
Mauritius and Switzerland.
• Chief Finance Officer & Head HR of LG Life Sciences India
• Financial Controller in LG Electronics India.
• Financial Controller of Manufacturing units for HLL
Neeraj Goel
CA, ICWA, MBA (IMT, Gzb)
www.cfokonnect.com “Live the Life"

17. • Wonchul Kim has worked as Managing Director for
LG Electronics India– Telecom during Year 2000 to
2004. He worked for LG Group for more than 25 years.
• He started his own business in India with Ever
Electronics Pvt., Ltd. in Pune to supply PCB products
to electronics companies and service company for
mobile phone, having constant growth. He floated
another company in Noida with the name of Waysin
Telecom to serve Mobile companies.
• He is an advisor in supporting Korea small and medium
size companies to develop overseas business and
settle in India.
Mr. Wonchul Kim
Principal Consultant
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18. •Direct tax, Indirect tax
•Audits, Accounting
•Company Law Matters
Chartered
Accountants Firms
• Civil Suits, Criminal Suits
• Corp legal advisory , Contracts, agreements, CLB Matters
• FIPB approvals
Law Firms
• Debt Syndication from:
• Banks / Financial Institutions
• NBFCs
Financial
Arrangements
•Rajeev Gupta
•Sarita Goel
•S H Ahn
Consultants
• Private Equity
• Venture Capital
Fund Owners
Consultants
www.cfokonnect.com “Live the Life"

19. Posco
Engineering &
Construction India
SSangyong
Engineering &
Construction India
Gannon
Dunkerley &
Company Limited
Ganapati
Bio-tech Limited
Surya
Enterprises
Hi-tech
Construction
Clients
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20. A big Organization signed contract with Govt. for accepting LD on whole
product till one small part is left for supply. The company incurred a loss
of Rs 300 crores (USD $ 50 Million Dollars).
• All Consultants Approved the contract
• All management approved the contract but CFO. MD Ignored.
The company had multiple entities with big Profits, Big Losses, Carry
forward losses, Minority Shareholdings issue, SEZ Profit issue, BIFR case
apart from Holding companies problem of respective entities.
* The consultants suggested normal mergers
* CFO Offered unique strategy in whole India of merging through BIFR.
The Company had maintained books of accounts in USGAAP with
annual conversion to IGAAP, having 3 manufacturing plants, corporate
office and registered office. Without any intimation to ROC the
company was keeping records in Corporate office but consolidation.
* Neither consultants nor any Auditor objected.
* CFO Objected and got corrected
Case Studies
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21. • Name of Person: Mr. Neeraj Goel
• Telephone: +91-11-25869961
• Facsimile : +91-11-25869962
• Handphone: +91-9811013037
• Electronic mail: neeraj@mnaum.com
negr321@gmail.com
Office: Residence
Unit No. 22, Villa No. 18,
Old Rajinder Nagar, Orchid Petals,
Main Market, Sohna Road,
New Delhi– 110060, Sector 49, Gurgaon
India -122018. India
Contact Us
www.cfokonnect.com “Live the Life"