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/Rehabilitation Products, Marbles Processing, 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 LinkedIn. My name is Sanjay and I am the founder of SB&J Consulting, a specialized finance &
business support service provider to the office of the CEO and CFO. We are a team of subject matter experts from many
industries who deliver value-driven solutions and services.
We have a skilled and experienced team of over 50 people (CA, CPA, MBA, CS, CMA, Semi-Qualified & Graduates),
working on all tasks or projects, small or complex, that require time for a day or longer. I personally manage the project
and work closely with the client's management team to ensure the quality and timeliness of the project. My staff and I are
available 24/7 for questions that need immediate attention.
Finance & Business Support Services:
Financial Models Financial Projections Project Report Business Plans Capital Budget
Business Valuation M&A Support Due Diligence Contract Drafting IM Preparation
MIS Development SOPs Development Delegation Authority Process Audit Special Audit
Tax Case Study DTAA Analysis Transfer Pricing GST Tax Returns IT/TDS Returns
Accounting Policy IFRS & USGAAP Stat Audit Support ROC/MCA Filing Reconciliations
It will be my pleasure to schedule a courtesy call to learn more about some of the daily pain points you may encounter
in managing your company's finances and provide 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/
Finance & Business Support – Services & Solutions

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
Strategic Leadership Shaping Business Direction, Provide Strategic Consultation & Management Intervention.
Financial Strategy Strategy Ideation, Formulation, Consultation, Risk Assessment, Action Plan & Execution.
P&L Management Improve Margins, Productivity & Operational Efficiency and Cost Control & Optimization.
Tax Planning/Strategy Tax Planning, Research, Structuring, Assessment, DTAA, BEPS & Transfer Pricing.
Fundraising Assist in Fund Raise Plans, Investor Relations, Capital Budgeting & Investment Decisions.
Merger & Acquisition Identify, Evaluate, Mapping Synergies, Build Model, Due Diligence, Valuation & Integration.
Business Turnaround Develop, Strategies & Execute Business Improvement, Restructuring & Turnaround Plan.
Corporate Restructuring Implement Business, Legal & Tax Restructuring Plans (Merger-Demerger)

3. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
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.
Accounting & Reporting Streamline Finance & Accounting Operation, Finalise Accounts & Resolve Audit Issues.
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.
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

4. Mobile: +91 9867374066 | Email: sanjaybokadia@yahoo.co.in | Mumbai - India
Other Services & Solution: 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 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