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SANJAY BOKADIA
FCA, LLB, M.COM, B.COM
Revenue Growth | Improved Profitability | Financial Excellence
25+ YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS
VIRTUAL CFO | FINANCIAL TRANSFORMATION | FINANCE PROJECTS | BOARD OBSERVER
(20+ ENGAGEMENT MODELS / PLANS TO SUPPORT YOUR SPECIFIC BUSINESS NEEDS)
On-Site | Virtual/Remote | Experienced Back-End Support Team | SLA Linked Results
CFO & Business
Advisor
▪ Accounting
▪ Policies/Processes
▪ Financial Reporting
▪ MIS Preparation
▪ Variance Analysis
▪ Budget Control
▪ Internal Controls
▪ Process Review
▪ Statutory Audit
▪ IFC Audit
▪ Statutory Compliance
▪ Fixed Asset Control
▪ Inventory Control
Finance Controller
Tax Manager - Income
Tax & GST Treasury Manager
Internal Audit
Manager
Virtual / Remote / Part Time (Partially Onsite)
▪ Banking Operation
▪ Payment Process
▪ Investment
▪ Capex Control
▪ Capital Budgeting
▪ Cash Flow Planning
▪ Working Capital
▪ Credit Policies
▪ FX Risk Hedging
▪ General Insurance
▪ Banking Compliance
▪ CMA Data/MIS
▪ CFO/CEO Support
▪ Decision Support
▪ P&L Management
▪ Stakeholder Relations
▪ Strategic Planning
▪ Budgeting/Forecasting
▪ Risk Management
▪ Business Governance
▪ Contracts Review
▪ Business Analysis
▪ Performance Review
▪ Cost/Pricing Analysis
▪ Cash Flow Planning
▪ Finance Transformation
▪ Tax Accounting
▪ Tax Reconciliation
▪ Tax Compliance
▪ Tax Computation
▪ Tax Returns Filing
▪ Tax Documentation
▪ Tax Assessment
▪ Coordination with
Tax Consultants
▪ Drafting Tax Reply
▪ Tax MIS
▪ Tax Audit Support
▪ CFO/CEO Support
Act as single point
contact for leading/
coordinating with the
client external Internal
Auditors with focus on
▪ Plans & Program
▪ Methodology/Tools
▪ Quality & Time-Line
▪ Audit Observations
▪ Auditee Response
▪ Closing/Sign Off
▪ Track ARs
Implementation
▪ AC Presentation
Each engagement is directly supervised by Mr. Sanjay Bokadia and led by a qualified
CA/CMA/CPA with 5 to 15 years of industry/consulting experience.
- Client References Will be Available on Request -
Risk Advisory
▪ ETR Reduction Planning
▪ Tax Research/Analysis
▪ Tax Opinion Review
▪ Tax Planning Strategy
▪ Transaction Structuring
▪ Legal Entity Restructuring
▪ Transfer Pricing Support
▪ Withholding Tax
Optimization
▪ DTAA/Tax Treaties
Analysis
▪ Tax Assessment &
Litigation Support
Tax Advisory Special Projects Other Services
Risk, Tax & Other Advisory Services-End to End Projects Management
▪ Development –Business Plan
▪ Development- Financial Models
▪ Development- Projections
▪ Development- MIS System
▪ Development- SOPs, DOA
▪ Process Review & Documentation
▪ Development- Information Memo
▪ SOX Process Documentation
▪ Development- RCM Framework
▪ Development- Cost Accounting
▪ Development –CMA Data
▪ Development- Budget Deck
▪ ERP/BI Implementation
▪ Internal Audit
▪ Process Audit
▪ Forensic Audit
▪ Compliance Audit
▪ Inventory Verification
▪ Fixed Asset Audit
▪ IFC Audit Support
▪ Special Purpose Audit
▪ Financial Due Diligence
▪ Tax Due Diligence
▪ Debt Funding
▪ Debt Restructuring
▪ PE/VC/HNI Funding
▪ Merger & Acquisition
▪ IPO Planning & Preparation
▪ Legal Entity Restructuring
▪ Business Restructuring
▪ Business Turnaround
▪ Cost Optimization
▪ EBITDA Improvement
▪ Procurement Efficiency
▪ Investor Relations
▪ Investment Management
Each project is directly supervised by Mr. Sanjay Bokadia and led by a qualified CA/CMA/CPA
with Subject Matter Expertise in respective field.
- Client References Will be Available on Request -
Board Observer / Representation- PE/VC Investors
▪ Strengthen relations with investee company management (ICM),
improve communication and build trust.
▪ Assist in establishing robust corporate governance, process
controls and risk management framework.
▪ Provide subject matter expertise and leadership support to ICM on
special projects and business challenges.
▪ Provide new perspectives on business growth and strategy and
bring in fresh thinking to/for the ICM.
▪ Provide control & governance assurance to investors with timely
inputs on potential risks & threats & recommend mitigation plans.
▪ Any other assigned role and responsibilities, as mutually agreed.
Measure impact through tangible improvement
in revenue, profits, cash flow, operational
effectiveness & process efficiencies
Measurable Impact on Business Metrics
Each project is directly led by
senior partner (CA with 10+
Years of Experience)
Personalized Services
Result based fee model with
flexible payment terms
Value For Money
Work as your integral part of management team
Responsibility & Accountability
Value
Propositions
Customized Plans | Value & Outcome Focused Approach | SLA Linked Results
Each Project is led by an experienced leadership professional, supported by the
subject matter expert with deployment/availability of resources as per agreed
engagement scope.
 Functional Subject Matter Expert with complete ownership of the Engagement.
 Part-Time/Partially Onsite to monitor and guide client F&A operating team.
 Responsible for defining Engagement Objectives, Set KPIs & Review Progress
 Coordination with Client Management/Review calls & First Point of Escalation.
 Project Planning, Strategy & Execution Plan & Performance Review.
 Board & CEO Strategic Decision Support/On Demand Assistance.
 Directly Lead Key Strategic Projects/Priorities, as mutually agreed.
 Monitoring Project ROI, Timeline Adherence, Quality Assurance & Governance.
Engagement Manager
CA/CMA with Requisite Experience
Special Projects/Services
Engagement Partner
Sanjay Bokadia
 Full-Time On Site Team Member (For Retained Services).
 Responsible for delivering and Implementing the scope of work as agreed.
 Engagement with client operating team & management.
Engagement Model-Typical Team Structure (Flexible As Per Business Needs)
Engagement Lead
CA/CMA/CPA (10-15 Years of
Experience)
Experienced
Back
Office
Support
Team-
At
Mumbai
&
Udaipur
▪ Honesty, integrity, commitment & excellence with 100% accountability for the assigned projects. Hands on
approach, eye for details, flexibility & willing to walk extra miles to exceed client expectations.
▪ Multi-domain & diversified industry experience to bring thought provoking ideas, consultation & guidance.
Provide data, facts and value based advisory support on critical and complex business issues.
▪ Demonstrated capabilities in supporting rapid growth, profitability management as well as turnaround,
including establishment of sound corporate governance practices & risk management framework.
▪ Outstanding commercial acumen with the ability to bring significant value through superior governance,
focused commercial guidance, detailed business planning & strategic business decision support.
▪ Ability to bring best policies & practices to strengthen accounting, finance & business operation & process
controls. Take pride in developing team skills and capabilities to strengthen the organisation’s foundation.
▪ Prompt action & available 24x7 for business support and enabling commercial and business decision
making support for complex and critical matters, that need immediate attention, guidance & action.
▪ Experienced back-end finance support team, available on short notice, as and when required by the client
to meet specific assignment or business needs.
▪ Pro-Bono leadership advisory and consulting support to Start-Ups (pre-revenue stage & non
funded) and SMEs (annual revenue/turnover < 3 CR) for 3 months.
Values, Commitment & Competencies
Sanjay is a highly accomplished finance & business management professional, a visionary, energetic, lifelong learner,
hands on, team builder, co-pilot, business navigator, growth catalyst, technology enabler & change agent with strategic
mindset, analytical thinking, quality conscious, eye for details, focused, determined, decisive and led by examples.
He brings 25+ years of experience in manufacturing & service sectors with Indian & MNC corporation- listed &
unlisted across Healthcare, Metals, Construction & Engineering, Telecommunication, Pharma Ancillary & Paper.
He possess demonstrated capabilities in managing rapid growth, P&L as well as turnaround, while keeping a close eye
on governance & organizational development. Apt in establishing business partnership, influencing decisions &
developing actionable insights to deliver stellar results with outstanding leadership skills in strengthening stakeholder
relations, people & organisation development, capability building, technology up-gradation, processes
digitization & Improvements. Champion in driving revenue growth, improve profitability, leading growth
initiatives, participating in business planning & strategic decision making with CEO & the Board.
Career Highlights
▪ Prior to his career in finance & business consulting, he held senior management roles as CFO with Surya Hospitals,
Indigo Metals, Fortis Healthcare & Al Fara’a Group, where he was instrumental in transforming business and bringing
significant value through superior governance, focused commercial guidance and strategic business decision support.
▪ He also held senior & mid management position with Vodafone India, Tata Communication, ACG Worldwide
(Associated Capsules Group), Mahadev Paper Corporation/Deccan Flora base Ltd
Sanjay is a Chartered Accountant from The Institute of Chartered Accountants of India, Post Graduate in Finance and
Graduate in Commerce & Law from Mohanlal Sukhadia University, Udaipur- Rajasthan (India)
Sanjay Bokadia: Professional Credentials
▪ 25+ years of experience in Controllership, Business Partnering, Finance & Accounting
Operations, Internal Controls, Systems, Processes & Policies, Cost & Budget Controls.
▪ Outstanding skills in strengthening Stakeholders Relations, People & Organisation
Development, Capability Building, Technology Up-gradation & Processes Digitization.
▪ Expert in Contract Negotiation, Development & Execution of Financial Strategies, Financial
Plans, Business Models, Long Rage Strategic Business Plan & Project Feasibility Study.
▪ Strong operational & problem-solving capabilities with strategic outlook, highly analytical &
decisive, hands on approach to and provided authentic leadership to cross functional team.
▪ Led multiple projects in Fund Raise ($1BN+), M&A/Business Alliance (10+ Deals), IPO
Planning & Preparation, Tax Planning, Financial Transformation & Business Restructuring.
▪ Extensive experience in FP&A, Budgeting, Strategic Planning, Forecasting, AOPs, Cost &
Pricing Analysis, MIS Reporting, KPIs Tracking, Cost & Profitability Management.
▪ Expert in Internal Audit, Process Audit, Revenue Assurance, Process Re-engineering-R2R,
P2P & O2C, Fiscal & Productivity Tool Design & Execution & Risk Management.
▪ Subject matter expert in INDAS, IFRS, USGAAP, SOX, IFC, RCM, ERM, DTAA, Transfer
Pricing, RBI, FEMA, SEBI, SEC, Financial Modelling, DD, Valuations & Compliance’s.
▪ Managed Cost Accounting/Reporting, Capital Budgeting, Treasury, FX Risk, Procurement,
Legal & Secretarial, Cash Flow & Working Capital Management, General Insurance & IT.
Stakeholder Relations
People Leadership
Growth & Strategy
P&L Management
Financial Strategies
Fund Raise & Cash Flow
Merger & Acquisition
Business Restructuring
Risk Management
Tax Planning & Compliance
Contract Negotiation
Strategic Planning
Budgeting & AOPs
Planning & Forecasting
Financial Reporting
MIS/Business Analysis
Internal Audit
Experience & Subject Matter Expertise
CA SANJAY BOKADIA
Mumbai-India
Mumbai Central | Jogeshwari | Vidya Vihar
Mobile: +91 98673 74066 (WhatsApp/Call)
Email: sanjaybokadia@yahoo.co.in
For Detailed Services, Engagement Scope & Client References: Text/Call: +91 9867374066
Contacts

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S BOKADIA-25 YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS.pdf

  • 1. SANJAY BOKADIA FCA, LLB, M.COM, B.COM Revenue Growth | Improved Profitability | Financial Excellence 25+ YEARS OF EXPERIENCE IN DIVERSIFIED BUSINESS SECTORS VIRTUAL CFO | FINANCIAL TRANSFORMATION | FINANCE PROJECTS | BOARD OBSERVER (20+ ENGAGEMENT MODELS / PLANS TO SUPPORT YOUR SPECIFIC BUSINESS NEEDS) On-Site | Virtual/Remote | Experienced Back-End Support Team | SLA Linked Results
  • 2. CFO & Business Advisor ▪ Accounting ▪ Policies/Processes ▪ Financial Reporting ▪ MIS Preparation ▪ Variance Analysis ▪ Budget Control ▪ Internal Controls ▪ Process Review ▪ Statutory Audit ▪ IFC Audit ▪ Statutory Compliance ▪ Fixed Asset Control ▪ Inventory Control Finance Controller Tax Manager - Income Tax & GST Treasury Manager Internal Audit Manager Virtual / Remote / Part Time (Partially Onsite) ▪ Banking Operation ▪ Payment Process ▪ Investment ▪ Capex Control ▪ Capital Budgeting ▪ Cash Flow Planning ▪ Working Capital ▪ Credit Policies ▪ FX Risk Hedging ▪ General Insurance ▪ Banking Compliance ▪ CMA Data/MIS ▪ CFO/CEO Support ▪ Decision Support ▪ P&L Management ▪ Stakeholder Relations ▪ Strategic Planning ▪ Budgeting/Forecasting ▪ Risk Management ▪ Business Governance ▪ Contracts Review ▪ Business Analysis ▪ Performance Review ▪ Cost/Pricing Analysis ▪ Cash Flow Planning ▪ Finance Transformation ▪ Tax Accounting ▪ Tax Reconciliation ▪ Tax Compliance ▪ Tax Computation ▪ Tax Returns Filing ▪ Tax Documentation ▪ Tax Assessment ▪ Coordination with Tax Consultants ▪ Drafting Tax Reply ▪ Tax MIS ▪ Tax Audit Support ▪ CFO/CEO Support Act as single point contact for leading/ coordinating with the client external Internal Auditors with focus on ▪ Plans & Program ▪ Methodology/Tools ▪ Quality & Time-Line ▪ Audit Observations ▪ Auditee Response ▪ Closing/Sign Off ▪ Track ARs Implementation ▪ AC Presentation Each engagement is directly supervised by Mr. Sanjay Bokadia and led by a qualified CA/CMA/CPA with 5 to 15 years of industry/consulting experience. - Client References Will be Available on Request -
  • 3. Risk Advisory ▪ ETR Reduction Planning ▪ Tax Research/Analysis ▪ Tax Opinion Review ▪ Tax Planning Strategy ▪ Transaction Structuring ▪ Legal Entity Restructuring ▪ Transfer Pricing Support ▪ Withholding Tax Optimization ▪ DTAA/Tax Treaties Analysis ▪ Tax Assessment & Litigation Support Tax Advisory Special Projects Other Services Risk, Tax & Other Advisory Services-End to End Projects Management ▪ Development –Business Plan ▪ Development- Financial Models ▪ Development- Projections ▪ Development- MIS System ▪ Development- SOPs, DOA ▪ Process Review & Documentation ▪ Development- Information Memo ▪ SOX Process Documentation ▪ Development- RCM Framework ▪ Development- Cost Accounting ▪ Development –CMA Data ▪ Development- Budget Deck ▪ ERP/BI Implementation ▪ Internal Audit ▪ Process Audit ▪ Forensic Audit ▪ Compliance Audit ▪ Inventory Verification ▪ Fixed Asset Audit ▪ IFC Audit Support ▪ Special Purpose Audit ▪ Financial Due Diligence ▪ Tax Due Diligence ▪ Debt Funding ▪ Debt Restructuring ▪ PE/VC/HNI Funding ▪ Merger & Acquisition ▪ IPO Planning & Preparation ▪ Legal Entity Restructuring ▪ Business Restructuring ▪ Business Turnaround ▪ Cost Optimization ▪ EBITDA Improvement ▪ Procurement Efficiency ▪ Investor Relations ▪ Investment Management Each project is directly supervised by Mr. Sanjay Bokadia and led by a qualified CA/CMA/CPA with Subject Matter Expertise in respective field. - Client References Will be Available on Request -
  • 4. Board Observer / Representation- PE/VC Investors ▪ Strengthen relations with investee company management (ICM), improve communication and build trust. ▪ Assist in establishing robust corporate governance, process controls and risk management framework. ▪ Provide subject matter expertise and leadership support to ICM on special projects and business challenges. ▪ Provide new perspectives on business growth and strategy and bring in fresh thinking to/for the ICM. ▪ Provide control & governance assurance to investors with timely inputs on potential risks & threats & recommend mitigation plans. ▪ Any other assigned role and responsibilities, as mutually agreed.
  • 5. Measure impact through tangible improvement in revenue, profits, cash flow, operational effectiveness & process efficiencies Measurable Impact on Business Metrics Each project is directly led by senior partner (CA with 10+ Years of Experience) Personalized Services Result based fee model with flexible payment terms Value For Money Work as your integral part of management team Responsibility & Accountability Value Propositions Customized Plans | Value & Outcome Focused Approach | SLA Linked Results
  • 6. Each Project is led by an experienced leadership professional, supported by the subject matter expert with deployment/availability of resources as per agreed engagement scope.  Functional Subject Matter Expert with complete ownership of the Engagement.  Part-Time/Partially Onsite to monitor and guide client F&A operating team.  Responsible for defining Engagement Objectives, Set KPIs & Review Progress  Coordination with Client Management/Review calls & First Point of Escalation.  Project Planning, Strategy & Execution Plan & Performance Review.  Board & CEO Strategic Decision Support/On Demand Assistance.  Directly Lead Key Strategic Projects/Priorities, as mutually agreed.  Monitoring Project ROI, Timeline Adherence, Quality Assurance & Governance. Engagement Manager CA/CMA with Requisite Experience Special Projects/Services Engagement Partner Sanjay Bokadia  Full-Time On Site Team Member (For Retained Services).  Responsible for delivering and Implementing the scope of work as agreed.  Engagement with client operating team & management. Engagement Model-Typical Team Structure (Flexible As Per Business Needs) Engagement Lead CA/CMA/CPA (10-15 Years of Experience) Experienced Back Office Support Team- At Mumbai & Udaipur
  • 7. ▪ Honesty, integrity, commitment & excellence with 100% accountability for the assigned projects. Hands on approach, eye for details, flexibility & willing to walk extra miles to exceed client expectations. ▪ Multi-domain & diversified industry experience to bring thought provoking ideas, consultation & guidance. Provide data, facts and value based advisory support on critical and complex business issues. ▪ Demonstrated capabilities in supporting rapid growth, profitability management as well as turnaround, including establishment of sound corporate governance practices & risk management framework. ▪ Outstanding commercial acumen with the ability to bring significant value through superior governance, focused commercial guidance, detailed business planning & strategic business decision support. ▪ Ability to bring best policies & practices to strengthen accounting, finance & business operation & process controls. Take pride in developing team skills and capabilities to strengthen the organisation’s foundation. ▪ Prompt action & available 24x7 for business support and enabling commercial and business decision making support for complex and critical matters, that need immediate attention, guidance & action. ▪ Experienced back-end finance support team, available on short notice, as and when required by the client to meet specific assignment or business needs. ▪ Pro-Bono leadership advisory and consulting support to Start-Ups (pre-revenue stage & non funded) and SMEs (annual revenue/turnover < 3 CR) for 3 months. Values, Commitment & Competencies
  • 8. Sanjay is a highly accomplished finance & business management professional, a visionary, energetic, lifelong learner, hands on, team builder, co-pilot, business navigator, growth catalyst, technology enabler & change agent with strategic mindset, analytical thinking, quality conscious, eye for details, focused, determined, decisive and led by examples. He brings 25+ years of experience in manufacturing & service sectors with Indian & MNC corporation- listed & unlisted across Healthcare, Metals, Construction & Engineering, Telecommunication, Pharma Ancillary & Paper. He possess demonstrated capabilities in managing rapid growth, P&L as well as turnaround, while keeping a close eye on governance & organizational development. Apt in establishing business partnership, influencing decisions & developing actionable insights to deliver stellar results with outstanding leadership skills in strengthening stakeholder relations, people & organisation development, capability building, technology up-gradation, processes digitization & Improvements. Champion in driving revenue growth, improve profitability, leading growth initiatives, participating in business planning & strategic decision making with CEO & the Board. Career Highlights ▪ Prior to his career in finance & business consulting, he held senior management roles as CFO with Surya Hospitals, Indigo Metals, Fortis Healthcare & Al Fara’a Group, where he was instrumental in transforming business and bringing significant value through superior governance, focused commercial guidance and strategic business decision support. ▪ He also held senior & mid management position with Vodafone India, Tata Communication, ACG Worldwide (Associated Capsules Group), Mahadev Paper Corporation/Deccan Flora base Ltd Sanjay is a Chartered Accountant from The Institute of Chartered Accountants of India, Post Graduate in Finance and Graduate in Commerce & Law from Mohanlal Sukhadia University, Udaipur- Rajasthan (India) Sanjay Bokadia: Professional Credentials
  • 9. ▪ 25+ years of experience in Controllership, Business Partnering, Finance & Accounting Operations, Internal Controls, Systems, Processes & Policies, Cost & Budget Controls. ▪ Outstanding skills in strengthening Stakeholders Relations, People & Organisation Development, Capability Building, Technology Up-gradation & Processes Digitization. ▪ Expert in Contract Negotiation, Development & Execution of Financial Strategies, Financial Plans, Business Models, Long Rage Strategic Business Plan & Project Feasibility Study. ▪ Strong operational & problem-solving capabilities with strategic outlook, highly analytical & decisive, hands on approach to and provided authentic leadership to cross functional team. ▪ Led multiple projects in Fund Raise ($1BN+), M&A/Business Alliance (10+ Deals), IPO Planning & Preparation, Tax Planning, Financial Transformation & Business Restructuring. ▪ Extensive experience in FP&A, Budgeting, Strategic Planning, Forecasting, AOPs, Cost & Pricing Analysis, MIS Reporting, KPIs Tracking, Cost & Profitability Management. ▪ Expert in Internal Audit, Process Audit, Revenue Assurance, Process Re-engineering-R2R, P2P & O2C, Fiscal & Productivity Tool Design & Execution & Risk Management. ▪ Subject matter expert in INDAS, IFRS, USGAAP, SOX, IFC, RCM, ERM, DTAA, Transfer Pricing, RBI, FEMA, SEBI, SEC, Financial Modelling, DD, Valuations & Compliance’s. ▪ Managed Cost Accounting/Reporting, Capital Budgeting, Treasury, FX Risk, Procurement, Legal & Secretarial, Cash Flow & Working Capital Management, General Insurance & IT. Stakeholder Relations People Leadership Growth & Strategy P&L Management Financial Strategies Fund Raise & Cash Flow Merger & Acquisition Business Restructuring Risk Management Tax Planning & Compliance Contract Negotiation Strategic Planning Budgeting & AOPs Planning & Forecasting Financial Reporting MIS/Business Analysis Internal Audit Experience & Subject Matter Expertise
  • 10. CA SANJAY BOKADIA Mumbai-India Mumbai Central | Jogeshwari | Vidya Vihar Mobile: +91 98673 74066 (WhatsApp/Call) Email: sanjaybokadia@yahoo.co.in For Detailed Services, Engagement Scope & Client References: Text/Call: +91 9867374066 Contacts