The document summarizes the services provided by CFOCX Advisors, a management consulting firm. They offer a wide range of finance, accounting, tax, and business advisory services, including interim CFO support, financial planning and analysis, audit and risk management, and mergers and acquisitions support. Their team consists of experienced professionals who take an hands-on approach to projects. They aim to deliver measurable impacts to clients' businesses through improvements in areas like revenue, profits, cash flow, and operational effectiveness.

1. Driven by the values, Recognized by the commitment & Inspired by the results
Your Trusted Business Partner

2. “On Demand”
▪ CFOs
▪ Controllers
▪ Treasurer
▪ Risk & Internal Audit
Manager
Subject Matter Expert
▪ M&A/ Strategy
▪ Treasury / Banking
▪ Direct Tax / GST
▪ Risk Management
▪ Compliance’s
▪ Internal Audit
▪ Revenue Assurance
▪ Costing/Pricing
Audit, Risk,
Compliance &
Governance
▪ Revenue Enhancement
▪ Cost Optimization and
Profitability Improvements
▪ Cash Flow Improvement
▪ Strategy Development &
Execution Support
▪ Development of KPIs &
Granular Tracking of
Operational Levers
▪ Setting of Business Goals
and Developing Long
Range Business Plans
▪ Startup Incubation &
Leadership Support
▪ Rolling Forecasts, Dash
boarding, Data Analytics
▪ Project Reports/Feasibility
Virtual /Interim
Management
▪ Internal Audit
▪ Special Audit
▪ Forensic Audit
▪ Fraud Investigation
▪ Internal Financial
Controls (IFC)
▪ SOX/404 Review
▪ Processes & Policies
▪ SOPs & DOA
▪ Risk Management &
Governance
▪ Inventory & Fixed
Assets Verification
▪ Corporate Laws, Legal
& Secretarial
▪ Statutory Compliance
Tax &
Regulatory
Services
▪ Tax Planning &
Strategy
▪ Tax Due Diligence
▪ Tax Research &
Analysis
▪ Tax Opinion
▪ M&A/Cross Border
Taxation
▪ Contract Tax
Structuring
▪ Transfer Pricing
▪ Tax Compliance,
Processes ,Policies
▪ Tax Assessment &
Representation
▪ Tax Litigation
Support
CFO Office
Support
▪ Business/Corporate
Restructuring
▪ Tax & Legal Entity
Restructuring
▪ Development and
Execution-Business
Turnaround Plans
▪ Organisation Design
& Restructuring
▪ M&A Advisory-Buy
& Sell side
▪ Valuation & Due
Diligence Support
▪ M&A/ Business
Integration(Finance,
Systems, Process,
Policies & People)
Fund Raising &
Investor
Relations
Business &
Profitability
Improvement
Serving SME, Large Indian & MNC Corporation !!
Budgeting &
Forecasting
Month Closing,
Consolidation
INDAS, IFRS &
USGAAP
Control & Risk
Management
Framework
Board & Audit
Committee
Presentation
Business Analysis
Reconciliations
Business Plans
Team Training
IT/ERP
M&A,
Restructuring
Turnaround
Our Services
▪ Project / Debt
Funding- Rupee &
FCTL, ECB, NCD
▪ Working Capital,
Trade/ Structured
Finance
▪ LRD, Mortgage &
Loan Against Listed
Shares
▪ Equity Funding-PE,
VC,HNIs & Angel
▪ Investment
Management
▪ IPO/ Listing-SME &
Main Board
▪ Investor Relations &
Communication

3. Delivering excellence and meeting commitment is our sole motto
Honesty, integrity and confidentiality is non negotiable
We practice walk the talk philosophy and only commit what best we can deliver
We assume and own accountability of our action and advice
Willingness to walk extra miles for value creation is in our DNA
Client satisfaction and delivering measurable outcomes is our highest priority
We extend 24x7 supports for matters require our immediate attention and action
About Us
CFOCX Advisors, started with an aim to provide strategic finance & business advisory support to companies looking
for expert assistance in financial and strategic business matters. At, CFOCX Advisors, it is our constant endeavour to
work with our clients and provide them with innovative solutions to enhance enterprise value. We act as your
trusted business partner to collaborate with you to achieve your business goals
Our leadership team consists professionals and subject matter expert with 20+ years of experience in varied industry
sectors in manufacturing, service and infrastructure. We have a strong back office team, comprising business,
finance, risk and tax analyst, qualified CA, CPA, CMA, CS, MBA and experienced business support staff to assist our
leadership team to deliver projects on time
OUR VALUES & COMMITMENT

5. We measure our impact through tangible
improvement in revenue, profits, cash flow,
operational effectiveness & efficiencies
Measurable Impact on Business Metrics
 Each project is led by senior
partner (CA with 20+ Yrs Exp)
 Team of subject matter expert
Subject Matter Expert
 No fixed cost, pay as we deliver
 Flexible engagement terms
 Competitive fee structure
Value For Money
We work as your integral part of management team,
not as an advisor or consultant
100% Responsibility & Accountability
Value Propositions
Active Hands-On Approach
Sharper Implementation
On-time Project Delivery
On-site Delivery

6. ➢ Highly accomplished, results-driven leadership team with 20+ years of
experience in financial & operational excellence in global multi-million
dollar organisations in diverse industries/sectors in India & International.
➢ Subject matter experts that bring innovative ideas to enhance enterprise
value with a strategic focus towards business growth, improved
profitability and operational efficiency & effectiveness
➢ Provide complete and comprehensive services and solutions under a
single roof, bringing quality, consistency, authenticity, reliability and cost
effectiveness, that enable you to focus on business
➢ Customised & flexible engagement model, that provides value for money.
We focus on value drivers and provide workable solutions to resolve
issues, impacting business growth and profitability
➢ On-site delivery- all our work is delivered in and from your office with in
house team of Engagement Manager & Associates to deliver quality
services on time
Why CFOCX ??

7. Project Management Approach
Understanding client business, operational
complexity, internal & external challenges
Define scope, set goals/targets, allocate resources &
develop project plan
Consult & collaborate with client leadership team to
finalise the project execution plan
Monitoring project execution & reviewing
performance against the goals/targets
Project sign off

8.  Full-Time On Site Team Member
 Provides functional and operational assistance to the Engagement Manager
 Handles certain areas independently and reports to the Engagement Manager
 Part-Time/Partially Onsite Team Member
 Functional Subject Matter Expert
 Complete ownership of the Engagement/Project Delivery
 Define Engagement Objectives, Set KPIs & Reviews Progress
 Coordination with Client Management/Review calls & First Point of Escalation
 Project Planning, Strategy Development & Execution Plan
 Engagement/Project Performance Review, Feedback Review
 Monitoring Project ROI, Timeline Adherence, Quality Assurance & Governance
 Board & CEO Strategic Decision Support/On Demand Assistance
Engagement Manager
CA with 5-10 Years of Experience
Associate
Graduate/PG/CA/CMA/MBA/CFA
Engagement Partner
CA with 15+ Years of Experience
 Full-Time On Site Team Member
 Responsible for delivering and Implementing the scope of work as agreed
 Engagement with client operating team & management
Engagement Model-Typical Team Structure
Engagement Lead
CA/CPAs with 10-15 Years of
Experience
ExperiencedBack
OfficeSupportTeam

9. Leadership Team
Sanjay Bokadia, Managing Partner & Lead CFO
Sanjay is a versatile and result-driven, senior finance and business management professional with more than two decades
of leadership experience in leading the strategic financial management operations of Indian and multi billion dollar
organizations in Pharmaceutical, Telecommunication, Hospital & Healthcare, Real Estate, Construction/ Infrastructure and
Non Ferrous Metal. Strong qualification in finance, strategy, budget and risk management in order to optimize company’s
value, maximize cash flow, and minimize risk and cost
He brings around 25 years of experience in accounting, audit and assurance, strategic planning, fund raising, merger and
acquisition, risk and governance, control and compliance, domestic and cross border taxation experience to his career. He
is on the advisory board of few startups and mid size companies, providing active leadership support in setting up
business structure, strategy development, expansion and diversification, risk management, fund raising & commercial
decision support
Career Highlights
▪ Prior to his career in management consulting, he held senior management roles, including Chief Financial Officer with
Indigo Metalloys, Fortis Hospitals & Al Fara’a Construction, where he was instrumental in strategic planning, growth,
risk and governance and profitability management
▪ Earlier, he also worked and held senior management position in corporate finance & accounts with Vodafone India
(Hutch), Tata Communication (VSNL), ACG Worldwide (Associated Capsules Group), Deccan Flora base Ltd and
Mahadev Paper Corporation
Sanjay is a Chartered Accountant from The Institute of Chartered Accountants of India and a Post Graduate & Bachelor of
Commerce from Mohanla Sukhadia University, Udaipur. He speaks English & Hindi

10. Leadership Team
Sweta Goyal, Managing Partner & Lead CFO
Sweta is a senior finance, risk and compliance management professional with over two decades of leadership experience in
diverse industries, leading the financial management, statutory compliance’s, taxation and risk management functions of Indian
and global organizations
She brings 20 years of experience to her career and held senior management roles, including Head of finance with Symphony
Technology, AMBA Research and Chaudhary Group, Nepal
Sweta is a Chartered Accountant from The Institute of Chartered Accountants of India, Company Secretary from The Institute
of Company Secretaries of India and Commerce graduate from Shri Shikshayatan College, Kolkata. She speaks English, Hindi &
Bengali
Giridhar Mamidi, Managing Partner & Lead CFO
Giridhar is an accomplished finance professional with over two decades of leadership experience. Strong qualification in
finance, strategy, budget and risk management in order to optimize company’s value, maximize cash flow and profitability.
He brings around 25 years of diverse industries experience in corporate finance. Prior to his career in management consulting,
he held various senior management roles, including CFO of Dayim Punj Lloyd. He also worked with Al Fara’a Construction, DLF
Commercial, Google India, ADP, Concorde Motors and Apple Credit Corporation
Giridhar is a Chartered Accountant from The Institute of Chartered Accountants of India and law graduate from Andhra Loyola
College, Vijayawada. He speaks English, Hindi & Telugu

11. Leadership Team
Hemant Jain, Sr. Advisor
Hemant is an experienced accounting, finance and investment management professional with over three decade of leadership
experience in corporate finance, business finance, project planning and execution, expansion and diversification, capital
budgeting, wealth and investment management, equity research & management consulting
He brings around 30 years of progressive experience to his career. Prior to his entrepreneurial journey, he held various senior
management roles, including CFO of Deccan Flora base Limited and Mahadev Paper Corporation
Hemant is a Chartered Accountant from The Institute of Chartered Accountants of India and a Bachelor of Science from
Rajasthan University, Udaipur. He speaks English and Hindi
Mayur Shah, Sr. Advisor
Mayur is a result driven, senior accounting and risk management professional with more than one decade of progressive
experience in Management Audit and Assurance. Strong qualifications in tax planning and assessment, financial controls and
compliance and risk management.
He brings 15 years of extensive experience in internal/management audit, assurance & risk management, control & compliances
and taxation to his career. Prior to his career in management consulting services, he worked for Deloitte Haskins & Sells and
Sharp & Tannan Associates in Audit & Assurance
Mayur is a Chartered Accountant in India and a Graduate of Commerce from SIES College of Arts, Science, and Commerce ,
Mumbai. He speaks English, Hindi & Gujarati

12. Sanjay Bokadia, CA, B.Com
CFOCX ADVISORS
Head Office:
701, Skyline Oasis, Premier Road, Vidhya Vihar-West, Mumbai-400086
To know more about our comprehensive services & solutions, call us at
+91 99698 64099 / 98673 74066
Email: sanjaybokadia@yahoo.co.in
Contacts
Disclaimer: CFOCX ADVISORS is a management consulting firm, not engaged in audit & attestation function. The firms is not registered with the institute of chartered accountants of India
Network Office: New Delhi | Pune | Ahmedabad | Vadodara | Surat | Bangalore | Chennai | Hyderabad | Kolkata