#cfobridge #sharedcfo #cfoservices #virtualcfo

1. CFO SUPPORT SERVICES
❖ India’s largest CFO Partner institution
❖ 300+ years of experience
❖ 220+ clients served since 2012
❖ Pan-India presence
❖ Solution and execution focus
Present in Mumbai, Pune, Bengaluru, Chennai, Hyderabad & NCR
www.cfobridge.com

2. If any of these sound familiar…
If Yes, Next Slide
Time bound closure of audit exceptions is getting difficult..
Dilemma of allocating resources between Business as Usual (BAU) activities and special
projects
Cost savings, converting fixed costs to variable – ALL a priority – Need an external
perspective? Paucity of Resources?
Company is preparing for M&A, Getting data room ready is a challenge
FP&A work is ever increasing; however there is serious pressure on staying lean
Key finance resource is leaving the organization & long lead time to fill the position
Experts are available for advising , but you need execution & closure
Bigger firms in Consulting are very expensive…

3. Challenges for CFOs
TIME
CFOs are finding it difficult to allocate resources & time between business as usual and strategic projects
RESOURCES
Non-availability of “on demand”, “plug & play” experienced resources
COST
With COVID-19, with significant pressure on overheads & fixed costs – to reduce and/or to convert fixed costs into variable
LIMITED OPTIONS
Talent is available with Big firms but that’s prohibitively expensive.

4. CFO Bridge offers Solution
01
02
03
04
Availability of High Quality Talent
We have experienced team of CFOs with diverse background.
Assisted by a team of CAs and MBAs.
Available for Special Project or Short Tenure
Our services are available “on demand” and “plug and play”
basis. Purely variable cost for the CFO.
Significant Value for Money
Our cost is a fraction of a Big firm; with a proven track record of
very high-quality delivery and execution.
Execution & Timely Closure
Our scope is not limited to designing a roadmap. We work with
teams to execute & close.
05
Broad Range of Services
Our services are comprehensive, and we offer both on-site, off-
site and mix of both as part of our solutions

5. About
CFO Bridge

6. Our ServicesOur Story
2020
Our 16 partners led team
supporting 60+ clients
from all over India in
tough Covid-19 situation
in every part of business.
Ensuring that client is
benefiting from
government policies,
remains liquid and
solvent, runs at min cost
& is prepared for smooth
restart.
2018
8 partners on board and
started work with large
corporates
2016
Expansion outside
Mumbai. Bags clients
from Bangalore, Pune,
Indore & Bhopal
2014
Touching client base of
18 from various sectors
including pharma,
wellness, manufacturing,
personal care,
warehousing etc
2012
Started with first
client – Suryoday
Microfinance (
now a SF Bank)
“In just 8 years, we have become the largest CFO
service provider in India, having served 220+ clients
& building a team of 40+ resources with over 300+
years combined experience."

7. 01
Financial & Business MIS Dashboards
• Design & Implementation Of Reliable, Relevant &
Insightful MIS Systems
• Balance Score Card With Lead & Lag Indicators
• Marketing Performance Analysis Incl. CAC, LTV
02
Profitability & Efficiency Improvement
• Pricing Power Analysis
• Product Wise & Segment Wise Analysis
• Cost Optimization Analysis
• Production Efficiency & Utilization Analysis
• Elimination of Revenue Leakages
03
Working Capital Management
• Focus on Free cashflow and Improving “Velocity”
• Rolling Cashflow Forecast Mechanism
• Order To Cash Cycle Improvement
• Credit Policy Implementation
• Receivable & Inventory Management
04
Financial & Strategic Planning
• Project Evaluation Support
• Budget & Scenario Analysis
• Break-even Analysis
• Long Term Business Planning
• Competition Benchmarking
05
Tax, Transaction & Structuring Services
• Tax optimization & structuring
• Cross-border transactions
• Due diligence
• Valuation
06
People & Training
• Financial training for non-finance managers
• Business analytics skills using excel
• Succession Planning, Performance management
• Mentoring future finance leaders
Our Services
We offer retainer as well as one-time services

8. Team
Driving Change
Our team consists of seasoned CFOs, supported
by a squad of CAs and MBAs. We collectively enjoy
300+ years of experience, from diverse industry
backgrounds.
Our team is enhanced by our Ecosystem Partners
of Tax consultants, CHRO, ERP implementors, and
Law Firms

9. Srini Vasan
CA, 28 years of experience
Insurance, Oil & Gas , Technology
Healthcare
Abheek Chaudhuri
CA, 20+ years of experience
Telecom, Manufacturing,
Healthcare
Gautam Kapadi
CA & ICWA 25+ years of exp
FMCG, Retail, Services
Sachin Gokhale
CA,27 years of experience
Material handling, Engineering,
Automotive
Ramesh Jayaraman
CA, 25 years of experience
Pharma, Healthcare, Mfg & IT
Manoj Ramaswamy
CA & MBA, 20 years of exp
IT, Pharma, Financial Services
Shilpa Desai
CA, 22+ years of experience
Consumer Products, Supply Chain,
Travel-tech, Startups
Dipti Datta
CA, 26+ years of experience
Apparel, Music, Telecom, Pharma
V Srinivasan (VS)
CA, 20 years of experience
Foods, Legal, Telecom
Baudas Athreya
CA,25 years of experience
Innovative Startups, Technology,
Robotics, Manufacturing, Retail
Parag Vyavahare
CA 25 years of experience
Packaging ,Food, Consulting
Gautam Tarkunde
CA&MBA 25 years of experience
Telecom, Power & Aviation
Chidambaram Iyer
CA. 22 years of experience
Energy, Infrastructure, Financial
Services,
Sonali Sharma
CA 20 years of experience
Telecom, Digital, IT, NGOs
Combined CFO Experience of 300+ Years
Sudhakar G
CA,16 years of experience
Corporate Tax, International Tax,
cross M&A, Group Structuring, and
Exchange Control Matters
Pooja Minocha
MBA in HR, Certified Psychometric
practitioner, Happiness coach
20 years of experience
Pharma, Telecom, IT, Telecom,
Insurance and BPO

10. OurPartners BringExtensive LargeCorporate Experience AcrossSectors

11. Some of Our Happy Clients
Happy clients from diverse industries and geographies

12. What Our Customers Are Saying
CFO Bridge has been very instrumental in
executing the financial strategy and
compliance for our company and it had
resulted in sustainable and profitable
growth. Experience of CFO Bridge with
SMEs and Professional Start-ups is very
notable and highly valued for our
management team as we are growing
with them
Bhaskar Babu, CEO,
Suryoday Small Finance Bank
We would like to express our appreciation for the
excellent work done by CFO Bridge team for our
group companies, VKL Seasonings Pvt. Ltd. (VSPL) &
Food Service India Pvt. Ltd. (FSIPL). Whether it was a
completion of routine accounts, preparation of MIS,
financial statements including P & L; Balance Sheet;
Cash flow or Documents for banks, auditors and
completing statutory audits the work was executed
as required. The work was done timely, accurately
and completely. The entire team has worked and
been led professionally and has worked completely
seamlessly as if they were our own employees. We
appreciate their contribution in taking us forward in
realizing our own objectives and take this
opportunity to wish them all the very best for the
future. I hope we get a chance to work together
again, in the future.
Ajay Mariwala, MD,
VKL Seasonings Pvt. Ltd
CFO Bridge has worked with many of our partner
companies providing financial governance
service. As a PE, it is important for us to quickly
bring significant enhancement in the finance
organization at our partner organizations since
time is of essence to us.
In addition to regular CFO retainer services, CFO
Bridge has handled assignments involving
establish SOPs, budgeting and planning
processes, costing, establishing a finance team
from scratch, restructure MIS reports etc.
We see CFO Bridge more as a partner than a
service provider and are happy to recommend
CFO Bridge to organizations that are looking for
CFO services
Rahul Kapani
True North Managers LLP
For more testimonials – Click Here

13. Case
Studies
CFO Bridge has worked with companies from different
sectors & supported 220+ companies in identifying key
area of improvements & resolve issues to achieve better
efficiency & profitability

14. Challenge
❖ A large manufacturing company had pricing and profitability challenges
due to very tough competition
Approach
Following projects were undertaken to improve profitability
❖ Eliminate loss making products my introducing detailed product wise costing
& volume analysis
❖ Increase saleable production to reduce running cost per unit by
❖ Increasing output by strictly controlling wastage at every point &
ensuring commercially best use of the wastage
❖ Reducing changeover time with better production planning
❖ Improving production up time with better maintenance planning
❖ Record & analyse daily production data to identify recurring issues &
resolve them permanently
❖ Thorough analysis of fixed, variable & discretionary expenses
❖ Ensuring that profitability improvement is job of every person by introducing
customized MIS system at all levels
Impact
❖ Continuous improvement led to 8% PBT from less than 2%
❖ MIS driven team discussion leading to innovating solutions from within team
Case Study
Profitability
Improvement
Project for a leading
manufacturing
company with
multiple product
lines

15. Challenge
Performance
Management &
Reporting System
A construction
material and energy
company
❖ Each department of the Company generates numerous, independent
MIS reports but the management was unable to understand the
Company’s overall performance nor were the incentives of key
business leaders aligned to the company’s objectives
❖ The Company was unable to respond swiftly to changes in business
environment
Approach
❖ Developed a long-term strategic plan for the Company
❖ Converted long-term objectives into measurable financial and non-
financial goals (KPIs)
❖ Established balanced scorecard goals for key executives based on the
KPIs
❖ Revamped MIS reporting to focus on the KPI and root cause
❖ Put in place a MIS reporting hierarchy (who reviews which report)
❖ Initiated competitor benchmarking
Impact
❖ Ability to anticipate and rapidly respond to changes in business
❖ Significant improvement in use of management time by eliminating time
spent reviewing disjointed reports & focusing management review
meetings on key business drivers
Case Study

16. Challenge
Effectiveness of
Performance
Marketing
To see the cost of
new customer
acquisition and how
to maximise the
value of the spend
❖ The entity in into financials services and needs to evaluate their
marketing spends to know the ideal cost of acquisition of customers
and break even for each digital campaign
Approach
The effectiveness of marketing spend was measured by following metrics
❖ Customer Acquisition Cost
❖ Life time value of customer
❖ Ratio of CAC to LTV
❖ Campaign level break-even
❖ Cohort analysis of the acquisition timelines
Impact
❖ The analysis helped organisation understand the effectiveness of
marketing spend and branding spend
❖ Helped them focus on more potential leads to increase conversion
Case Study

17. Challenge
Managed Data
room for Big 4
Due Diligence
Due Diligence
support project for
a company raising
funds from Private
Equity
❖ The Finance function of a Service Company did not have bandwidth to
handle Due Diligence in addition to carrying out the regular finance
activities
Approach
❖ A dedicated team from CFO Bridge was deployed for focussing on the DD
project
❖ The team comprised of full time members working on the requirements
with supervisory overview by a CFO Bridge Partner
❖ We commenced our work of setting up the Data room based on our
checklist giving a head start
❖ We quickly understood the business of the client. We identified the
problem areas and proactively addressed the issues along with the
company`s Finance team
❖ The CFO Bridge team and the Client Finance team worked in a seamless
manner to address the requirements and update the data room
❖ The team members were trained to address all the queries from the Big 4.
Impact
❖ Smooth transaction closure
❖ High quality DD exercise was completed to the satisfaction of Big 4
❖ The DD exercise was competed within stipulated time which otherwise would
have taken many more months
Case Study

18. Challenge
Setting up finance
for new company
“Independently set
up people, process
& systems – 2
months project
phase, 6 months
ops and handover
to CFO”
❖ A new company was carved out by a large PE fund, with existing brands,
inventory, receivables and people pan India. Had to set up processes
from scratch and mobilise people for company finance operations.
Approach
❖ Ascertain work in hand on BAU basis, sizing of finance team and
mobilising the same
❖ Finalise on ERP (SAP B1 in this case); play lead functional role in time
bound implementation (less than 45 days to go-live)
❖ Coordination with business ops for procurement, invoicing, payments and
collections
❖ Achieve time bound hard close every month; with monthly reporting
before the 7th of every month
❖ Work on identified post deal closure events
❖ Work on budgets for the subsequent year and finalise the same
❖ Final handover to company CFO, post on-boarding
Impact
❖ People, Process and Systems in place from Day1
❖ Seamless transition – from existing set-up to new set-up.
❖ ERP was in place well in time to ensure NIL manual transactions
Case Study

19. Challenge
Transition of
position of Head
of Accounts
seamlessly and
instantly.
Assignment for a
leading Auto
component
manufacturing
company
❖ A large multi locational Tier 1 Auto Component company needs to
urgently fill the gap due to sudden departure of the Head of Accounts in
mid-March. The Director – Finance was seriously concerned about
ensuring Audit completion as board meeting date was already decided.
Approach
Following actions were taken for the assignment
❖ An experienced resource CA with big 4 experience took charge of the
department off site / on site under guidance from CFO Partner
❖ A clear execution plan was laid out to ensure the Audit work is carried out in
a timebound manner
❖ Daily review of the plan and execution was meticulously maintained.
❖ Direct interaction with the Auditors (Big 4)
❖ Team was trained and empowered to take responsibilities
❖ The assignment started around last week of March and as scheduled the
Audit was completed and signed off.
Impact
❖ A more confident and empowered team members, which continues to help
the company in still continuing without replacing the high cost Head of
Accounts.
❖ CFO Bridge team also helped the company to revamp the MIS structure
completely to make it more precise and effective
❖ The entire budgeting process was also handled successfully
Case Study

20. If you would like to learn more
please get in touch
V Srinivasan
M: +91 9967664535
E: srini@cfobridge.com
W: www.cfobridge.com
Thank you SCAN ME
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