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.

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
provider of Remote, Interim, Part-Time CFO Solutions. 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.
I personally own and manage the finance and decision support function and work closely with the CEO and
the management team to achieve business goals. I am available 24x7 for matters which require immediate
attention. We are committed to deliver project on time with highly competitive in our service offerings.
Committed Value Propositions:
Experienced and committed CFO, a strong back-end support team & engagement that is KPI-focused.
Bring a visible & measurable commercial impact - enhanced revenue growth & financial performance.
Provide independent opinion, comments and potential solutions on the critical business issues.
Enable, articulate and provide strategic decision support for commercial, finance & tax matters.
Be a reliable and dependable business partner, collaborator, critical thinker & solution provider.
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 Advisors
Mr. Sanjay B Jain
CA, LLB, M.COM, B.COM
LinkedIn: https://www.linkedin.com/in/sbokadia/
Chief Financial Officer - Remote, Interim & Part Time

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. 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
Stakeholder Relations Improve Relationships with Employees, Board, Customers, 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, Productivity & Operational Efficiency and Cost Control & Optimization.
Tax Planning & Strategy Tax Planning, Research, Structuring, Assessment, DTAA, BEPS & Transfer Pricing.
Tax Compliance Income Tax & GST Compliance – Tax Return Preparation, Reconciliation & Filing.
Tax Controversy Develop Strategies, Review Documentation and Represent Client with Tax Authorities.

3. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
Fund Raising - Debt Assist in Fund Raise Plans, Investor Relations, Capital Budgeting & Investment Decisions.
Fund Raising - Equity Develop Fundraising Strategy, Present Business Models to Investors & Negotiate the Deal.
Capital Budgeting Develop Capital Budget, Analyse investment, Evaluate Payback & Implement Capex Control.
Merger & Acquisition Identify, Evaluate, Mapping Synergies, Build Model, Due Diligence, Valuation & Integration.
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.
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 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.
FX Risk Management Develop FX Risk Management Policies, Implement Hedging Strategies, Monitor Performance.
General Insurance Review Insurance Portfolio, Perform Risk Assessment, Coverage & Premium Negotiation.
Accounting & Reporting Streamline Finance & Accounting Operation, Finalise Accounts & Resolve Audit Issues.
Financial Controls Develop & Implement Robust Financial Control Systems, Policies, Processes & SOPs.
Risk Management Develop Governance Policies, Risk Assessment & Mitigation Plan and Processes.
Audit & Assurance Develop Risk Assessed Internal Audit Plans & Programs, including Audit Quality Benchmarks.
Statutory Compliance’s Develop Compliance Checklist & Assist in meeting 100% Statutory, Legal & Tax compliances.
Financial/IT Systems Assist in Planning & Implementation of IT systems - Oracle, SAP, MS Nav, Hyperion & HIMS.

4. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
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 Fara’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 – 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 of over 50 WOS (INDAS, USGAAP, IFRS).
Financial Controls & Compliance: Developed & implemented robust systems, processes, policies, SOPs, DOA, SOX & 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.

5. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
Flexible, Customised & Competitive Engagement Model
CFO & Business
Advisory Services
Advise the CEO & management team on strategic and operational financial matters, including
management intervention, business decision support, and business direction.
Controller Services Responsible for leading controllership, 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, develop
SOPs & DOA and coordination with Statutory & Tax Auditor for audit completion.
FP&A Services Responsible for leading and executing financial planning and analysis - financial planning, financial
modelling, financial projections, business plans, budgeting, forecasting and business analysis.
Treasury Services Responsible for leading treasury, banking, investor relations, FX risk management, investment
management, cash flow & working capital management, general insurance & funding compliance.
Tax & 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.
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.
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.
Special Project Advisory
& Execution
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.
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 Recommendations will be available on request