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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, the founder of SB&J Consulting, a specialized
Accounting, Audit, Tax, Compliance & Business Advisory Services provider. We are a team of subject matter
experts from many industries who deliver value-driven solutions to the problems faced by SMEs and start-up businesses
across India through our own team and in partnership with regional consulting firms.
I personally lead the project/assignment and work closely with the client Finance Team. I am available 24x7 for matters
which require immediate attention. We are very competitive in our service offerings.
Value Propositions:
Experienced, committed and a strong back-end support team and engagement that is KPI-focused.
Provide independent opinion, comments and potential solutions on the critical business issues.
Enable, articulate and provide strategic decision support for commercial, finance & tax matters.
Enhance the effectiveness of compliance, internal control and process governance policies.
Establish sound financial systems, controls, policies, processes and governance framework.
Technical strong in INDAS, IFRS, USGAAP, SOX, IFC, Statutory, Legal & Tax Complianceโ€™s.
I'd like to schedule a call to learn more about some of the daily pain points you may encounter in managing your
company's finances and provide personalized solutions to address these issues.
Thank you!
Sanjay B Jain, Founder & CEO
SB&J Consulting | DPR Capital
Mr. Sanjay B Jain
CA, LLB, M.COM, B.COM
LinkedIn: https://www.linkedin.com/in/sbokadia/
Accounting, Audit, Tax, Compliance & Business Advisory Services
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 industry.
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. An avid
reader & a lifelong student, known for the highest degree of honesty, integrity and, discipline. 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, Marbles,
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 - Accounting, Audit, Tax, Compliance & Business Advisory Services
Accounting & Reporting Streamline Finance & Accounting Operation, Finalise Accounts & Resolve Audit Issues.
Financial Controls Develop & Implement Robust Financial Control Systems, Policies, Processes & SOPs.
Audit & Assurance Develop Risk Assessed Internal Audit Plans & Programs, including Audit Quality Benchmarks.
Direct Taxation Tax Planning, Structuring, Compliance, Assessment, DTAA, BEPS & Transfer Pricing.
Statutory Complianceโ€™s Develop Compliance Checklist & Assist in meeting 100% Statutory, Legal & Tax compliances.
Contract Negotiation Contract Drafting/Review - Commercial & Legal Terms, Negotiation & Compliance.
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.
Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
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.
Decision Support Revenue, Cost, Pricing, Procurement, SCM, Contracts, Expansion, Outsourcing & IT.
Business Intelligence Provide Business & Market Intelligence, Perform Competition Analysis & Benchmarking.
Financial/IT Systems Assist in Planning & Implementation of IT systems - Oracle, SAP, MS Nav, Hyperion & HIMS.
Industry Work Experience (Jan 1995 - June 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 Faraโ€™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
Career Accomplishments - Project Planning & Execution
Formulated 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 โ€“ 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 in excess of 50 WOS (INDAS, USGAAP & IFRS).
Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
Financial Controls & Compliance: Developed & implemented robust systems, processes, policies, SOPs, DOA, SOX/404 & ERM.
Financial Planning: Developed over 500 financial plans, models, LRPs, tools & processes for financial planning & forecasting.
IT/Financial Systems: Implemented IT/ERP/BI systems - SAP, Oracle, MS Navision, Hyperion & HIMS (Healthcare)
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.
Flexible, Customised & Competitive Engagement Model
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.
Accounting & Audit
Support Services
Accounting, chart of accounts, accounting policies and processes, month-end closing, finalisation of
monthly/annual accounts, design and development of MIS system/reports, variance analysis, implementation
of systems, processes, policies and coordination with Statutory Auditor.
Tax & Statutory
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.
Treasury Services Treasury, banking, investor relations, FX risk management, investment management, cash flow & working
capital management, general insurance & funding compliance.
Business Advisory Services Advise the CEO and management team on strategic and operational financial matters, including management
intervention, business decision support, and business direction.
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.

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  • 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, the founder of SB&J Consulting, a specialized Accounting, Audit, Tax, Compliance & Business Advisory Services provider. We are a team of subject matter experts from many industries who deliver value-driven solutions to the problems faced by SMEs and start-up businesses across India through our own team and in partnership with regional consulting firms. I personally lead the project/assignment and work closely with the client Finance Team. I am available 24x7 for matters which require immediate attention. We are very competitive in our service offerings. Value Propositions: Experienced, committed and a strong back-end support team and engagement that is KPI-focused. Provide independent opinion, comments and potential solutions on the critical business issues. Enable, articulate and provide strategic decision support for commercial, finance & tax matters. Enhance the effectiveness of compliance, internal control and process governance policies. Establish sound financial systems, controls, policies, processes and governance framework. Technical strong in INDAS, IFRS, USGAAP, SOX, IFC, Statutory, Legal & Tax Complianceโ€™s. I'd like to schedule a call to learn more about some of the daily pain points you may encounter in managing your company's finances and provide personalized solutions to address these issues. Thank you! Sanjay B Jain, Founder & CEO SB&J Consulting | DPR Capital Mr. Sanjay B Jain CA, LLB, M.COM, B.COM LinkedIn: https://www.linkedin.com/in/sbokadia/ Accounting, Audit, Tax, Compliance & Business Advisory Services
  • 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 industry. 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. An avid reader & a lifelong student, known for the highest degree of honesty, integrity and, discipline. 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, Marbles, 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 - Accounting, Audit, Tax, Compliance & Business Advisory Services Accounting & Reporting Streamline Finance & Accounting Operation, Finalise Accounts & Resolve Audit Issues. Financial Controls Develop & Implement Robust Financial Control Systems, Policies, Processes & SOPs. Audit & Assurance Develop Risk Assessed Internal Audit Plans & Programs, including Audit Quality Benchmarks. Direct Taxation Tax Planning, Structuring, Compliance, Assessment, DTAA, BEPS & Transfer Pricing. Statutory Complianceโ€™s Develop Compliance Checklist & Assist in meeting 100% Statutory, Legal & Tax compliances. Contract Negotiation Contract Drafting/Review - Commercial & Legal Terms, Negotiation & Compliance. 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.
  • 3. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India 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. Decision Support Revenue, Cost, Pricing, Procurement, SCM, Contracts, Expansion, Outsourcing & IT. Business Intelligence Provide Business & Market Intelligence, Perform Competition Analysis & Benchmarking. Financial/IT Systems Assist in Planning & Implementation of IT systems - Oracle, SAP, MS Nav, Hyperion & HIMS. Industry Work Experience (Jan 1995 - June 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 Faraโ€™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 Career Accomplishments - Project Planning & Execution Formulated 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 โ€“ 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 in excess of 50 WOS (INDAS, USGAAP & IFRS).
  • 4. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India Financial Controls & Compliance: Developed & implemented robust systems, processes, policies, SOPs, DOA, SOX/404 & ERM. Financial Planning: Developed over 500 financial plans, models, LRPs, tools & processes for financial planning & forecasting. IT/Financial Systems: Implemented IT/ERP/BI systems - SAP, Oracle, MS Navision, Hyperion & HIMS (Healthcare) 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. Flexible, Customised & Competitive Engagement Model 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. Accounting & Audit Support Services Accounting, chart of accounts, accounting policies and processes, month-end closing, finalisation of monthly/annual accounts, design and development of MIS system/reports, variance analysis, implementation of systems, processes, policies and coordination with Statutory Auditor. Tax & Statutory 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. Treasury Services Treasury, banking, investor relations, FX risk management, investment management, cash flow & working capital management, general insurance & funding compliance. Business Advisory Services Advise the CEO and management team on strategic and operational financial matters, including management intervention, business decision support, and business direction. 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.