Sanjay is a highly accomplished senior management professional, an enterprising leader, business navigator, co-pilot, technology enabler, financial strategist, growth catalyst & change agent with more than two decades of leadership experience in diversified Manufacturing & Service Sectors.
He brings 25+ years of experience working with Indian & MNC Corporation-listed & unlisted having annual revenue range from US$30MM - US$6BN across Healthcare, Non Ferrous Metals, Construction & Engineering, Real Estate, Telecommunication, Pharma-Capsules & Machineries, Paper & Floriculture.
He is specialised in driving revenue growth & improving profitability, developing financial strategies, M&A, fundraising, taxation, controlling, budgeting & strategic planning, business restructuring & turnaround, incubating growth strategies, execution of tactical plans, re-engineering of internal processes & systems to improve productivity/controls & institutionalizing planning & forecasting processes to drive profitable growth.
Career Highlights
Prior to his career in finance & business consulting, he held senior management roles as CFO with Surya Hospitals India, Indigo Metals, Fortis Healthcare & Al Fara’a Construction & Industrial 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 (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, Post Graduate in Finance and Graduate in Commerce & Law from Mohanlal Sukhadia University, Udaipur.
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FINANCE & BUSINESS ADVISORY.ppt
1. SANJAY BOKADIA
FCA, LLB, M.COM, B.COM
25 Years of Experience in Diversified Business Sectors
Healthcare | Nonferrous Metals | Construction & Engineering | Telecommunication | Pharma Ancillary | Paper
Honesty | Integrity | Commitment | Excellence | Accountability
2. Sanjay is a highly accomplished senior management professional, an enterprising leader, business
navigator, co-pilot, technology enabler, financial strategist, growth catalyst & change agent with more than
two decades of leadership experience in diversified Manufacturing & Service Sectors.
He brings 25+ years of experience working with Indian & MNC Corporation-listed & unlisted having
annual revenue range from US$30MM - US$6BN across Healthcare, Non Ferrous Metals, Construction &
Engineering, Real Estate, Telecommunication, Pharma-Capsules & Machineries, Paper & Floriculture.
He is specialised in driving revenue growth & improving profitability, developing financial strategies,
M&A, fundraising, taxation, controlling, budgeting & strategic planning, business restructuring & turnaround,
incubating growth strategies, execution of tactical plans, re-engineering of internal processes & systems to
improve productivity/controls & institutionalizing planning & forecasting processes to drive profitable growth.
Career Highlights
Prior to his career in finance & business consulting, he held senior management roles as CFO with Surya
Hospitals India, Indigo Metals, Fortis Healthcare & Al Fara’a Construction & Industrial 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 (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, Post Graduate in
Finance and Graduate in Commerce & Law from Mohanlal Sukhadia University, Udaipur.
PROFESSIONAL CREDENTIALS
INTEREST
SDGs/ESG
Tree Plantation
Nature/Forest
Child Nutrition
Animal Welfare
Healthcare
Education
Economics
Tax Policies
Fiscal Policies
Tax Treaties
Stock Investing
3. EXPERIENCE HIGHLIGHTS
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
• P&L Management
• Strategic Planning
• Fundraising
• M&A, JV & O&M
• Business Restructuring
• Risk Management
• Taxation
• Contract Negotiation
• Budgeting & AOPs
• Business Turnaround
• Planning & Forecasting
• Financial Reporting
• MIS & Board Reporting
• Treasury & Banking
• Fx Risk Management
4. VALUE PROPOSITIONS
Highest level of honesty & integrity, commitment & excellence of services with 100% accountability. Hands
on approach, eye for details, flexibility and willing to walk extra miles to exceed client expectations.
Demonstrated capabilities in supporting rapid growth, profitability management as well as turnaround,
including establishment of sound corporate governance practices & risk management framework.
Experience in multiple domain to add tremendous value by independent & unbiased
consultation/guidance. Provide data, facts and value based advisory support on critical and complex
business issues.
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 and practices to strengthen business and financial operation & process
controls. Take pride in developing team skills and capabilities to strengthen the organisation’s foundation.
Available 24x7 for client business support for matters, that need immediate attention, guidance & action.
Experienced back-end finance support team, as and when required by the client at actual payroll cost.
Pro-Bono leadership advisory support to Start-Ups (pre-revenue stage & non funded) for 3 months
and SMEs (annual revenue/turnover < 5 CR) for 1 months.
Reasonable and affordable professional fee model (fixed, variable & result based) with flexible payment
options, as mutually agreed.
5. Virtual CFO/Controller – Extensive Scope/Coverage based on business needs & complexities
Virtual Internal Audit Manager – Driving & Leading Internal Audit Plan & Program Management
Virtual Investor & External Stakeholder Relations- Pre-Agreed Scope
Virtual Compliance Manager – Income Tax, GST, Payroll & MCA/ROC, etc.
Virtual Treasury Manager – Taking Care of Treasury, Banking & Cash Flow Management
Virtual FP&A Manager – Financial Planning, Business Analysis, Budgeting & Monthly Forecasting
VIRTUAL & BOARD REPRESENTATION SERVICES
Virtual Tax Manager – Taking Care of Direct & Indirect Tax Reporting & Compliance Activities
Board Observer/Representation- On behalf of HNIs, PE & VC Investors
6. Development of Processes, Policies, SOPs, DOA, IFC, RCM, Process Digitization/Automation
Development of Long Range Business Plans, Financial Models, Pricing & Cost Models
Development of Financial Projections, CMA Data, Information Memorandum & Board Presentation
Cash Flow Planning & Forecasting, Working Capital Cycle Improvements/Efficiency Management
Development of Budget Plan, Format, Metrics, Business Assumptions, KPIs & Budget Finalization
Design & Development of MIS Systems, CEO Dash Board & KPI Identification & Reporting
Cost Control & Optimizations Projects –Analysis, Identification, Assessment, Planning & Execution
PROJECT BASED SERVICES
Internal Audit, Special Purpose Audit, Process Audit & Revenue Assurance Policy/Process Review
Setting up Cost Accounting & Reporting System, Cost Centers, Cost Analysis & Allocation
Tax Planning, Tax Research, DTAA Analysis, Transaction & Contract Structuring, Tax Opinion
7. Formulation of Business Strategies & Execution Support
Business Restructuring & Turnaround - Strategy, Planning & Execution
Investor Relations, Communication & Market Capitalization Enhancement
Revenue Growth & EBITDA Improvement - Strategy, Planning & Execution
Procurement & Supply Chain Efficiency Improvement
BUSINESS CONSULTING & PROJECT MANAGEMENT
Business Expansion & Diversification - End to End Project Management
IPO Planning & Preparation - Project & Program Management (Planning to Listing)
Merger & Acquisition, Corporate/Legal Entity Restructuring (Merger/De-Merger)
Fund Raising - Debt & Equity, Debt Refinancing (To Reduce Interest Cost & Restructure Debt Tenure)
Debt Restructuring/Debt Settlement (OTS)
Start-Up Funding (HNIs, PE & VC)
8. STOCK/INVENTORY & FIXED ASSETS AUDIT
Specialized team with minimum 5 years of experience in stock and fixed asset verification/audit across diversified
industries (Managed by Associate firm under qualified & experienced CA/CMA)
SPECIAL ASSIGNMENT/OUTSOURCING SOLUTIONS
INCOME TAX, GST & MCA/ROC COMPLIANCES
Income Tax, TDS & GST Returns, MCA/ROC Compliance’s, Annual Returns Filing & Corporate Secretarial Compliances
(Managed by Associate firm under qualified & experienced CA/CS)
INTERNAL AUDIT- LEAD/PROGRAM MANAGER
Deployment of experienced resource (10+ years of PQE) to lead Audit Plan & Program Management, Audit Coordination,
Monitor Walk-Through & Audit Progress, Audit Quality & Performance Review, Review Audit Findings and Observations,
Getting Auditee Feedback, Coordinate Audit Meetings, Audit Sign Off & AC Presentation
COMPLETE OUTSOURCING: (MINIMUM 1 YEAR CONTRACT)
Permanent deployment of experienced resource to manage Tax & Statutory Compliance’s, Treasury & Banking
Operation, Investor Relations & Communication (Under supervision of partner with 20 years of experience)
MONTH END SUPPORT: (MINIMUM 1 YEAR CONTRACT)
Permanent deployment of experienced resource for 5-7 days for Monthly Book Closing, Reconciliation, Provision, Estimates
Accounts Finalization, MIS Preparation, Variance Analysis & Performance Commentary.
9. Sanjay Bokadia, CA, B.Com
CA SANJAY BOKADIA
Mumbai Office:
701, Skyline Oasis, Premier Road, Vidhya Vihar-West,
Mumbai - 400086
Mobile: +91 98673 74066
Email: sanjaybokadia@yahoo.co.in
CONTACTS