SlideShare a Scribd company logo
Profile - CFO Advisory & Management Consulting - Page 1 of 3
MR. SANJAY BOKADIA JAIN
CA (ICAI), LLB, M.COM, B.COM
M: +91 9867374066 | E: sanjaybokadia@yahoo.co.in | Mumbai - India
LinkedIn @ https://www.linkedin.com/in/sbokadia/
Finance | Strategy | Taxation | FP&A | Fund Raise | M&A | Restructuring | Risk Management
25+ Years of Experience in Manufacturing, Engineering, Real Estate & Service Sectors
(Indian & MNC Corporation | US$ 30 mm - 6 bn Revenue | SME & Start-ups Consulting Experience)
Executive Summary
โ–ชVisionary
โ–ชGoal Oriented
โ–ชDetailed Oriented
โ–ชLed by Examples
โ–ชAnalytical
โ–ชDecisive
โ–ชDetermined
โ–ชResilient
โ–ชHands On
An accomplished, visionary, enterprising, decisive and forward-looking business & finance
management professional, recognised for bringing significant value through governance, business
intelligence, focused commercial guidance & strategic decision support. Demonstrated capabilities in
managing rapid growth, crafting business strategies, scaling of the business, improve productivity &
operational excellence, develop business network & relations, implementing business improvement
plans, leading transformative initiatives and change management projects.
Possess strong leadership in stakeholder relations, people & organization development, effective
communication & delegation and superior interpersonal skills to influence decisions. Strong
qualifications in driving complex strategic projects & implementing financial control systems and
processes, in addition to productivity improvements.
I am a qualified Chartered Accountant from the institute of Chartered Accountants of India, New Delhi
and Commerce & Law Graduate (B.COM & LLB) from Mohanlal Sukhadia University, Udaipur.
Value Propositions - Deliver Tangible Values, Measurable Outcomes & Bring Visible Business Impact
Stakeholder Relations Improve Relations-Employee, Board, Customer, Suppliers, Bankers & Investors
Strategic Leadership Shaping Business Direction, Provide Strategic Consultation & Management Intervention
Strategy Development Strategy Ideation, Formulation, Consultation, Risk Assessment & Action Plan/Execution
Growth & Expansion Explore Market & Opportunities, Build Business Network & Customer Relationship
P&L Management Improve Margins, Cost Control/Optimization, Productivity & Operational Efficiency
Direct Taxation Tax Planning, Structuring, Compliance, Assessment, DTAA, BEPS & Transfer Pricing
Fund Raising-Debt & Equity Assist in Fund Raise Plans, Investor Relations, Capital Budgeting & Investment
Merger & Acquisition Identify, Evaluate, Mapping Synergies, Build Model, Due Diligence, Valuation, Integration
Profile - CFO Advisory & Management Consulting - Page 2 of 3
Business Turnaround Develop, Strategies & Execute Business Improvement & Turnaround Plan
Corporate Restructuring Merger-Demerger: Implement Business, Legal & Tax Restructuring Plans
Decision Support Revenue, Cost, Pricing, Procurement, SCM, Contracts, Expansion, Outsourcing, IT
Business Intelligence Provide Business & Market Intelligence, Perform Competition Analysis/Benchmarking
Business Operation Developing Operations Strategy, Policies, Plans, Procedure, Quality & Administration
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/Process Improvements Identify & Execute Cost Control & Process Standardization/Automation Projects
Cash Flow Management Develop Cash Flow Plans, Credit, Collection, Inventory, Payment Cycle & Processes
Accounting & Reporting Streamline F&A Operation (GL, AP & AR), Finalise Accounts & Resolve Audit Issues
Controls & Compliance Develop & Implement Robust Financial Control Systems, Policies, Processes, SOPs
Risk, Audit & Assurance Develop Governance Policies, Risk Assessment & Mitigation, Internal Audit/Assurance
Financial/IT Systems Assist in Planning & Implementation - Oracle, SAP, MS Nav, Hyperion & HIMS
Industry Work Experience (Jan 1995 TO July 2021)
Role/Designation Organisation Industry/Sector Annual Revenue
Co-Founder & Executive Director DPR Capital Advisors Pvt Ltd, Mumbai Financial Services NA
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
Internship: Article Clerk (ICAI) Sampati Lal Bohra & Co, CA, Udaipur CA Firm NA
Career Notable Accomplishments
Finalised Consolidated Financial Statements of 50+ WOS & JV (IGAAP/INDAS, USGAAP, HKFRS & IFRS)
Developed & Implemented robust Financial Systems, Processes, Policies, SOPs, DOA & Internal Financial Controls (IFC)
Profile - CFO Advisory & Management Consulting - Page 3 of 3
Fund Raised: US$ 1 billion for Business Acquisition, Expansion, Diversification and Working Capital (Short & Long Term)
Led, Participated & Executed 10+ M&A (US$$ 60mm - 20bn), JV & O&M Deals, including Business Integration
Developed & Implemented Corporate Restructuring Plans (Merger & De-Merger) for 20+ Group Companies
Strategized & Executed 7 Business Turnaround Plans - EPC, Contracting, Healthcare, Non-Ferrous Metals & Engineering
Led/Advised: 4 IPO Readiness Projects - 2 Main Board & 2 SME. Implemented 3 Capital Restructuring Projects
Advised/Delivered 50+ complex projects in Domestic & International Tax โ€“ Planning, Structuring & Advisory
Led 100+ Cost Control/Optimization & Value Engineering Projects - Annual cost savings from US$ 0.5mm - US$ 3mm
Developed 500+ Financial Plan & Models. Developed Tools & Processes for Financial Planning & Forecasting
Implemented IT/ERP/BI Systems - SAP, Oracle, MS Navision, Hyperion Essbase & HIMS (Healthcare)
Implemented SOX/404. Developed IFC, Governance & Risk Management Framework/Policies & Processes
Flexible, Customised & Competitive Engagement Model
CFO Services/Advisory Act as advisor to the CEO/Management team on strategic and operational finance matter,
including management intervention, decision support and team guidance & direction.
Controller Services Provide expert assistance to lead F&A team to deliver Controllership KPIs - Accounting, Financial
Reporting, Audit, MIS, Analysis, Systems, Processes, Policies & Compliances.
Treasury Services Complete responsibilities of Treasury & Banking, Banking & Investor Relations, FX Risk &
Investment Management, Cash Flow & Working Capital Management.
Taxation Services Complete responsibilities of Income Tax & GST Compliance, representation & assessment.
FP&A Services Complete responsibilities to lead and execute FP&A activities - Financial Planning, Financial
Modelling, Budgeting, Forecasting & Business Analysis.
Internal Audit Services Internal Audit Support: Act as SPOC between CFO, CEO, External Auditor, Board & AC.
Execution of Internal Audit, Special Audit, Compliance & Process Audit
Special Project Advisory 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
Development of Risk Based Internal Audit Plans & Program
Developing Business Plans, Financial Models, Financial Projections & Project Report
Recruitment Support Provide expert assistance in hiring/recruitment mid & senior management finance team.
Provide temp qualified and experienced resources to support special projects.
Professional Reference and Client Recommendation will be available on request

More Related Content

Similar to CFO SERVICES

Remote_CFO
Remote_CFORemote_CFO
Remote_CFO
S Bokadia
ย 
FINANCE & BUSINESS ADVISORY.ppt
FINANCE & BUSINESS ADVISORY.pptFINANCE & BUSINESS ADVISORY.ppt
FINANCE & BUSINESS ADVISORY.ppt
Sanjay Bokadia
ย 
FINANCE & BUSINESS ADVISORY
FINANCE & BUSINESS ADVISORYFINANCE & BUSINESS ADVISORY
FINANCE & BUSINESS ADVISORY
S Bokadia
ย 
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
ย 
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
Sanjay Bokadia
ย 
Finance & Accounting Outsourcing
Finance & Accounting OutsourcingFinance & Accounting Outsourcing
Finance & Accounting Outsourcing
Sanjay Bokadia
ย 
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
ย 
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
Sanjay Bokadia
ย 
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
ย 
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
Sanjay Bokadia
ย 
Chief Financial Officer
Chief Financial OfficerChief Financial Officer
Chief Financial Officer
Sanjay Bokadia
ย 
DPR CONSULTANT- RISK, COMPLIANCE, AUDIT & ASSURANCE.pdf
DPR CONSULTANT- RISK, COMPLIANCE, AUDIT & ASSURANCE.pdfDPR CONSULTANT- RISK, COMPLIANCE, AUDIT & ASSURANCE.pdf
DPR CONSULTANT- RISK, COMPLIANCE, AUDIT & ASSURANCE.pdf
S Bokadia
ย 
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
Sanjay Bokadia
ย 
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
Sanjay Bokadia
ย 
RISK, COMPLIANCE & AUDIT
RISK, COMPLIANCE & AUDITRISK, COMPLIANCE & AUDIT
RISK, COMPLIANCE & AUDIT
S Bokadia
ย 
RISK, COMPLIANCE & INTERNAL AUDIT
RISK, COMPLIANCE & INTERNAL AUDITRISK, COMPLIANCE & INTERNAL AUDIT
RISK, COMPLIANCE & INTERNAL AUDIT
S Bokadia
ย 
CV4_CA_CFO_SBOKADIA.docx
CV4_CA_CFO_SBOKADIA.docxCV4_CA_CFO_SBOKADIA.docx
CV4_CA_CFO_SBOKADIA.docx
Sanjay Bokadia
ย 
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
ย 
Resume_ Jitendra Prasad_CMA,LLB,MCOM,DCA
Resume_ Jitendra Prasad_CMA,LLB,MCOM,DCAResume_ Jitendra Prasad_CMA,LLB,MCOM,DCA
Resume_ Jitendra Prasad_CMA,LLB,MCOM,DCA
Jitendra Prasad
ย 
CV_CA_CFO_VP_DIRECTOR
CV_CA_CFO_VP_DIRECTORCV_CA_CFO_VP_DIRECTOR
CV_CA_CFO_VP_DIRECTOR
Sanjay Bokadia
ย 

Similar to CFO SERVICES (20)

Remote_CFO
Remote_CFORemote_CFO
Remote_CFO
ย 
FINANCE & BUSINESS ADVISORY.ppt
FINANCE & BUSINESS ADVISORY.pptFINANCE & BUSINESS ADVISORY.ppt
FINANCE & BUSINESS ADVISORY.ppt
ย 
FINANCE & BUSINESS ADVISORY
FINANCE & BUSINESS ADVISORYFINANCE & BUSINESS ADVISORY
FINANCE & BUSINESS ADVISORY
ย 
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,...
ย 
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
ย 
Finance & Accounting Outsourcing
Finance & Accounting OutsourcingFinance & Accounting Outsourcing
Finance & Accounting Outsourcing
ย 
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...
ย 
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
ย 
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...
ย 
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
ย 
Chief Financial Officer
Chief Financial OfficerChief Financial Officer
Chief Financial Officer
ย 
DPR CONSULTANT- RISK, COMPLIANCE, AUDIT & ASSURANCE.pdf
DPR CONSULTANT- RISK, COMPLIANCE, AUDIT & ASSURANCE.pdfDPR CONSULTANT- RISK, COMPLIANCE, AUDIT & ASSURANCE.pdf
DPR CONSULTANT- RISK, COMPLIANCE, AUDIT & ASSURANCE.pdf
ย 
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
ย 
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
ย 
RISK, COMPLIANCE & AUDIT
RISK, COMPLIANCE & AUDITRISK, COMPLIANCE & AUDIT
RISK, COMPLIANCE & AUDIT
ย 
RISK, COMPLIANCE & INTERNAL AUDIT
RISK, COMPLIANCE & INTERNAL AUDITRISK, COMPLIANCE & INTERNAL AUDIT
RISK, COMPLIANCE & INTERNAL AUDIT
ย 
CV4_CA_CFO_SBOKADIA.docx
CV4_CA_CFO_SBOKADIA.docxCV4_CA_CFO_SBOKADIA.docx
CV4_CA_CFO_SBOKADIA.docx
ย 
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...
ย 
Resume_ Jitendra Prasad_CMA,LLB,MCOM,DCA
Resume_ Jitendra Prasad_CMA,LLB,MCOM,DCAResume_ Jitendra Prasad_CMA,LLB,MCOM,DCA
Resume_ Jitendra Prasad_CMA,LLB,MCOM,DCA
ย 
CV_CA_CFO_VP_DIRECTOR
CV_CA_CFO_VP_DIRECTORCV_CA_CFO_VP_DIRECTOR
CV_CA_CFO_VP_DIRECTOR
ย 

Recently uploaded

Top mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptxTop mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptx
JeremyPeirce1
ย 
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
AnnySerafinaLove
ย 
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfThe 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
thesiliconleaders
ย 
How MJ Global Leads the Packaging Industry.pdf
How MJ Global Leads the Packaging Industry.pdfHow MJ Global Leads the Packaging Industry.pdf
How MJ Global Leads the Packaging Industry.pdf
MJ Global
ย 
2024-6-01-IMPACTSilver-Corp-Presentation.pdf
2024-6-01-IMPACTSilver-Corp-Presentation.pdf2024-6-01-IMPACTSilver-Corp-Presentation.pdf
2024-6-01-IMPACTSilver-Corp-Presentation.pdf
hartfordclub1
ย 
Part 2 Deep Dive: Navigating the 2024 Slowdown
Part 2 Deep Dive: Navigating the 2024 SlowdownPart 2 Deep Dive: Navigating the 2024 Slowdown
Part 2 Deep Dive: Navigating the 2024 Slowdown
jeffkluth1
ย 
Innovation Management Frameworks: Your Guide to Creativity & Innovation
Innovation Management Frameworks: Your Guide to Creativity & InnovationInnovation Management Frameworks: Your Guide to Creativity & Innovation
Innovation Management Frameworks: Your Guide to Creativity & Innovation
Operational Excellence Consulting
ย 
Maksym Vyshnivetskyi: PMO KPIs (UA) (#12)
Maksym Vyshnivetskyi: PMO KPIs (UA) (#12)Maksym Vyshnivetskyi: PMO KPIs (UA) (#12)
Maksym Vyshnivetskyi: PMO KPIs (UA) (#12)
Lviv Startup Club
ย 
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
my Pandit
ย 
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel ChartSatta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
Understanding User Needs and Satisfying Them
Understanding User Needs and Satisfying ThemUnderstanding User Needs and Satisfying Them
Understanding User Needs and Satisfying Them
Aggregage
ย 
Creative Web Design Company in Singapore
Creative Web Design Company in SingaporeCreative Web Design Company in Singapore
Creative Web Design Company in Singapore
techboxsqauremedia
ย 
Pitch Deck Teardown: Kinnect's $250k Angel deck
Pitch Deck Teardown: Kinnect's $250k Angel deckPitch Deck Teardown: Kinnect's $250k Angel deck
Pitch Deck Teardown: Kinnect's $250k Angel deck
HajeJanKamps
ย 
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
Lacey Max
ย 
Hamster Kombat' Telegram Game Surpasses 100 Million Playersโ€”Token Release Sch...
Hamster Kombat' Telegram Game Surpasses 100 Million Playersโ€”Token Release Sch...Hamster Kombat' Telegram Game Surpasses 100 Million Playersโ€”Token Release Sch...
Hamster Kombat' Telegram Game Surpasses 100 Million Playersโ€”Token Release Sch...
SOFTTECHHUB
ย 
How to Implement a Real Estate CRM Software
How to Implement a Real Estate CRM SoftwareHow to Implement a Real Estate CRM Software
How to Implement a Real Estate CRM Software
SalesTown
ย 
Chapter 7 Final business management sciences .ppt
Chapter 7 Final business management sciences .pptChapter 7 Final business management sciences .ppt
Chapter 7 Final business management sciences .ppt
ssuser567e2d
ย 
Lundin Gold Corporate Presentation - June 2024
Lundin Gold Corporate Presentation - June 2024Lundin Gold Corporate Presentation - June 2024
Lundin Gold Corporate Presentation - June 2024
Adnet Communications
ย 
GKohler - Retail Scavenger Hunt Presentation
GKohler - Retail Scavenger Hunt PresentationGKohler - Retail Scavenger Hunt Presentation
GKohler - Retail Scavenger Hunt Presentation
GraceKohler1
ย 
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
Zodiac Signs and Food Preferences_ What Your Sign Says About Your TasteZodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
my Pandit
ย 

Recently uploaded (20)

Top mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptxTop mailing list providers in the USA.pptx
Top mailing list providers in the USA.pptx
ย 
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.
ย 
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfThe 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdf
ย 
How MJ Global Leads the Packaging Industry.pdf
How MJ Global Leads the Packaging Industry.pdfHow MJ Global Leads the Packaging Industry.pdf
How MJ Global Leads the Packaging Industry.pdf
ย 
2024-6-01-IMPACTSilver-Corp-Presentation.pdf
2024-6-01-IMPACTSilver-Corp-Presentation.pdf2024-6-01-IMPACTSilver-Corp-Presentation.pdf
2024-6-01-IMPACTSilver-Corp-Presentation.pdf
ย 
Part 2 Deep Dive: Navigating the 2024 Slowdown
Part 2 Deep Dive: Navigating the 2024 SlowdownPart 2 Deep Dive: Navigating the 2024 Slowdown
Part 2 Deep Dive: Navigating the 2024 Slowdown
ย 
Innovation Management Frameworks: Your Guide to Creativity & Innovation
Innovation Management Frameworks: Your Guide to Creativity & InnovationInnovation Management Frameworks: Your Guide to Creativity & Innovation
Innovation Management Frameworks: Your Guide to Creativity & Innovation
ย 
Maksym Vyshnivetskyi: PMO KPIs (UA) (#12)
Maksym Vyshnivetskyi: PMO KPIs (UA) (#12)Maksym Vyshnivetskyi: PMO KPIs (UA) (#12)
Maksym Vyshnivetskyi: PMO KPIs (UA) (#12)
ย 
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...
ย 
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel ChartSatta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
Satta Matka Dpboss Matka Guessing Kalyan Chart Indian Matka Kalyan panel Chart
ย 
Understanding User Needs and Satisfying Them
Understanding User Needs and Satisfying ThemUnderstanding User Needs and Satisfying Them
Understanding User Needs and Satisfying Them
ย 
Creative Web Design Company in Singapore
Creative Web Design Company in SingaporeCreative Web Design Company in Singapore
Creative Web Design Company in Singapore
ย 
Pitch Deck Teardown: Kinnect's $250k Angel deck
Pitch Deck Teardown: Kinnect's $250k Angel deckPitch Deck Teardown: Kinnect's $250k Angel deck
Pitch Deck Teardown: Kinnect's $250k Angel deck
ย 
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
How are Lilac French Bulldogs Beauty Charming the World and Capturing Hearts....
ย 
Hamster Kombat' Telegram Game Surpasses 100 Million Playersโ€”Token Release Sch...
Hamster Kombat' Telegram Game Surpasses 100 Million Playersโ€”Token Release Sch...Hamster Kombat' Telegram Game Surpasses 100 Million Playersโ€”Token Release Sch...
Hamster Kombat' Telegram Game Surpasses 100 Million Playersโ€”Token Release Sch...
ย 
How to Implement a Real Estate CRM Software
How to Implement a Real Estate CRM SoftwareHow to Implement a Real Estate CRM Software
How to Implement a Real Estate CRM Software
ย 
Chapter 7 Final business management sciences .ppt
Chapter 7 Final business management sciences .pptChapter 7 Final business management sciences .ppt
Chapter 7 Final business management sciences .ppt
ย 
Lundin Gold Corporate Presentation - June 2024
Lundin Gold Corporate Presentation - June 2024Lundin Gold Corporate Presentation - June 2024
Lundin Gold Corporate Presentation - June 2024
ย 
GKohler - Retail Scavenger Hunt Presentation
GKohler - Retail Scavenger Hunt PresentationGKohler - Retail Scavenger Hunt Presentation
GKohler - Retail Scavenger Hunt Presentation
ย 
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
Zodiac Signs and Food Preferences_ What Your Sign Says About Your TasteZodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Taste
ย 

CFO SERVICES

  • 1. Profile - CFO Advisory & Management Consulting - Page 1 of 3 MR. SANJAY BOKADIA JAIN CA (ICAI), LLB, M.COM, B.COM M: +91 9867374066 | E: sanjaybokadia@yahoo.co.in | Mumbai - India LinkedIn @ https://www.linkedin.com/in/sbokadia/ Finance | Strategy | Taxation | FP&A | Fund Raise | M&A | Restructuring | Risk Management 25+ Years of Experience in Manufacturing, Engineering, Real Estate & Service Sectors (Indian & MNC Corporation | US$ 30 mm - 6 bn Revenue | SME & Start-ups Consulting Experience) Executive Summary โ–ชVisionary โ–ชGoal Oriented โ–ชDetailed Oriented โ–ชLed by Examples โ–ชAnalytical โ–ชDecisive โ–ชDetermined โ–ชResilient โ–ชHands On An accomplished, visionary, enterprising, decisive and forward-looking business & finance management professional, recognised for bringing significant value through governance, business intelligence, focused commercial guidance & strategic decision support. Demonstrated capabilities in managing rapid growth, crafting business strategies, scaling of the business, improve productivity & operational excellence, develop business network & relations, implementing business improvement plans, leading transformative initiatives and change management projects. Possess strong leadership in stakeholder relations, people & organization development, effective communication & delegation and superior interpersonal skills to influence decisions. Strong qualifications in driving complex strategic projects & implementing financial control systems and processes, in addition to productivity improvements. I am a qualified Chartered Accountant from the institute of Chartered Accountants of India, New Delhi and Commerce & Law Graduate (B.COM & LLB) from Mohanlal Sukhadia University, Udaipur. Value Propositions - Deliver Tangible Values, Measurable Outcomes & Bring Visible Business Impact Stakeholder Relations Improve Relations-Employee, Board, Customer, Suppliers, Bankers & Investors Strategic Leadership Shaping Business Direction, Provide Strategic Consultation & Management Intervention Strategy Development Strategy Ideation, Formulation, Consultation, Risk Assessment & Action Plan/Execution Growth & Expansion Explore Market & Opportunities, Build Business Network & Customer Relationship P&L Management Improve Margins, Cost Control/Optimization, Productivity & Operational Efficiency Direct Taxation Tax Planning, Structuring, Compliance, Assessment, DTAA, BEPS & Transfer Pricing Fund Raising-Debt & Equity Assist in Fund Raise Plans, Investor Relations, Capital Budgeting & Investment Merger & Acquisition Identify, Evaluate, Mapping Synergies, Build Model, Due Diligence, Valuation, Integration
  • 2. Profile - CFO Advisory & Management Consulting - Page 2 of 3 Business Turnaround Develop, Strategies & Execute Business Improvement & Turnaround Plan Corporate Restructuring Merger-Demerger: Implement Business, Legal & Tax Restructuring Plans Decision Support Revenue, Cost, Pricing, Procurement, SCM, Contracts, Expansion, Outsourcing, IT Business Intelligence Provide Business & Market Intelligence, Perform Competition Analysis/Benchmarking Business Operation Developing Operations Strategy, Policies, Plans, Procedure, Quality & Administration 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/Process Improvements Identify & Execute Cost Control & Process Standardization/Automation Projects Cash Flow Management Develop Cash Flow Plans, Credit, Collection, Inventory, Payment Cycle & Processes Accounting & Reporting Streamline F&A Operation (GL, AP & AR), Finalise Accounts & Resolve Audit Issues Controls & Compliance Develop & Implement Robust Financial Control Systems, Policies, Processes, SOPs Risk, Audit & Assurance Develop Governance Policies, Risk Assessment & Mitigation, Internal Audit/Assurance Financial/IT Systems Assist in Planning & Implementation - Oracle, SAP, MS Nav, Hyperion & HIMS Industry Work Experience (Jan 1995 TO July 2021) Role/Designation Organisation Industry/Sector Annual Revenue Co-Founder & Executive Director DPR Capital Advisors Pvt Ltd, Mumbai Financial Services NA 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 Internship: Article Clerk (ICAI) Sampati Lal Bohra & Co, CA, Udaipur CA Firm NA Career Notable Accomplishments Finalised Consolidated Financial Statements of 50+ WOS & JV (IGAAP/INDAS, USGAAP, HKFRS & IFRS) Developed & Implemented robust Financial Systems, Processes, Policies, SOPs, DOA & Internal Financial Controls (IFC)
  • 3. Profile - CFO Advisory & Management Consulting - Page 3 of 3 Fund Raised: US$ 1 billion for Business Acquisition, Expansion, Diversification and Working Capital (Short & Long Term) Led, Participated & Executed 10+ M&A (US$$ 60mm - 20bn), JV & O&M Deals, including Business Integration Developed & Implemented Corporate Restructuring Plans (Merger & De-Merger) for 20+ Group Companies Strategized & Executed 7 Business Turnaround Plans - EPC, Contracting, Healthcare, Non-Ferrous Metals & Engineering Led/Advised: 4 IPO Readiness Projects - 2 Main Board & 2 SME. Implemented 3 Capital Restructuring Projects Advised/Delivered 50+ complex projects in Domestic & International Tax โ€“ Planning, Structuring & Advisory Led 100+ Cost Control/Optimization & Value Engineering Projects - Annual cost savings from US$ 0.5mm - US$ 3mm Developed 500+ Financial Plan & Models. Developed Tools & Processes for Financial Planning & Forecasting Implemented IT/ERP/BI Systems - SAP, Oracle, MS Navision, Hyperion Essbase & HIMS (Healthcare) Implemented SOX/404. Developed IFC, Governance & Risk Management Framework/Policies & Processes Flexible, Customised & Competitive Engagement Model CFO Services/Advisory Act as advisor to the CEO/Management team on strategic and operational finance matter, including management intervention, decision support and team guidance & direction. Controller Services Provide expert assistance to lead F&A team to deliver Controllership KPIs - Accounting, Financial Reporting, Audit, MIS, Analysis, Systems, Processes, Policies & Compliances. Treasury Services Complete responsibilities of Treasury & Banking, Banking & Investor Relations, FX Risk & Investment Management, Cash Flow & Working Capital Management. Taxation Services Complete responsibilities of Income Tax & GST Compliance, representation & assessment. FP&A Services Complete responsibilities to lead and execute FP&A activities - Financial Planning, Financial Modelling, Budgeting, Forecasting & Business Analysis. Internal Audit Services Internal Audit Support: Act as SPOC between CFO, CEO, External Auditor, Board & AC. Execution of Internal Audit, Special Audit, Compliance & Process Audit Special Project Advisory 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 Development of Risk Based Internal Audit Plans & Program Developing Business Plans, Financial Models, Financial Projections & Project Report Recruitment Support Provide expert assistance in hiring/recruitment mid & senior management finance team. Provide temp qualified and experienced resources to support special projects. Professional Reference and Client Recommendation will be available on request