cfo bridge - corporate business development presentation
DESCRIPTION
CFO Bridge has been in business providing not only a CFO but also a full-fledged and diversified CFO Team and has been serving more than 10 clients in last one year. We partner with you as your ‘CFO’ for all your financial management needs and to provide sound and suitable solutions for your company. CFO Bridge is one-stop solution for all finance, accounting , MIS, process, taxation and compliance services.TRANSCRIPT
CFO BridgeLet’s make the +Ve difference
CFO On Demand Services
www.cfo-bridge.in
CFO
CFO Bridge Let’s make the +Ve difference
Agenda
Background
Bridging the Gap: Complexity to Simplicity
Mr. CFO
CFO Bridge : Core Team
Services We Offer
Few of Our Current Assignments
Talk to Us
Client Testimonials
CFO Bridge Let’s make the +Ve difference
Background
CFO Bridge Let’s make the +Ve difference
BackgroundFavorable Macroeconomic Factors Growth of Indian MSMEs is higher than average GDP growth in last decade MSMEs contribute to 45% of the industrial output, 40% of India’s exports, employ 60 million people, and
create 1.3 million jobs every year
Deepening Start-Ups Culture Increasing number of successful high-growth start-ups Professional start-ups create new markets with innovative products Business valuation for investors to measure commercial potential of start-ups
Increasing PE Funding Growing PE culture enhancing separation between ownership and management Increasing PE culture in traditionally family owned businesses Increasing number of Mergers and Acquisitions for faster growth and synergies
Need for Financial Competencies
Changing SME landscape and professional start-ups has increased demand for finance skills Demand for services like financial accounting, MIS and Analysis, business valuation, negotiation services, fund
raising etc. has increased with changing culture
Traditionally finance experts have only focused on large and midsize public listed companies This has created a big gap for financial expertise needed in MSMEs and Start-ups
CFO Bridge Let’s make the +Ve difference
Bridging the Gap: Complexity to Simplicity
CFO Bridge Let’s make the +Ve difference
Bridging the Gap
Complexity to Simplicity with
Current Status
Growing Fast with inadequate Finance Support
Challenges in recruiting and developing good finance team
Need finance expertise but can’t afford full time CFO
Excessive focus on financial lag indicators
Fractured MIS reporting and lack of proper governance
Goals
CFO on flexible terms (part time, virtual or project basis)
Assistance in getting Funding for Business Growth and Expansion, Equity or Debt from VC / Bank /Angel/IPO
Effective compliance management; protecting and enhancing value
Improved governance and state of the art MIS reporting
Disjointed processes catered to by multiple practitioners
Adequate finance support function
Assistance in Recruitment, Development and Mentoring of finance team
Cost of non-compliance is very high
Single point of contact with accountability
Balanced focus on financial and non-financial lead and lag indicators
Need Funding for Business Growth and Expansion
CFO Bridge – Started in July 2012Let’s make the +Ve difference
WhyUs
On Demand
CFO
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On Demand CFO Services
Part time, virtual or project based Provides measurable outcomes Flexi compensation – variable,
retainer, outcome based etc.
TeamApproach
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Team ApproachDelivery through a dedicated team leader and support team to address all financial & strategic concerns
Diverse Talent Pool
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Diverse Talent PoolDiverse talent (MBAs, CAs, Engineers, Mathematicians) pool. We provide services in Strategy, Costing, MIS, Accounting, Taxation, Fund Raising, Compliance , Valuations etc.ONSITE
Presence
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- - - - - - - - - - - - - - - -Emphasis on ONSITE PresenceOnsite presence for client benefit -faster solutions by understanding live business challenges
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- - - - - - - - - - - - - - - - - - - - - - Process Driven
Focused Approach
We have a thorough understanding of processes that work for an organization and can easily replicate it for success
Vast Network
Vast NetworkCFO-Bridge is connected to a vast network of Investment Bankers, VCs, Angel Investors, Suppliers, CAs, Banks
CFO Bridge Let’s make the +Ve difference
Mr. CFO
CFO Bridge Let’s make the +Ve difference
CFO on DemandSrinivasan VExperience
CFO of Bharti AXA Life Insurance – 5 years Sr. VP with ICICI Prudential Life Insurance – 2 years CFO of AMP Sanmar Life Insurance – 3 years General Manager Finance of Cairn Energy – 6 years Accountant 1990 to Feb 1996
A Chartered Accountant 24 years of experience in finance & accounts Working as CFO from last 10 years Started CFO Bridge in July 2012
Expertise In depth understanding of profitability and growth drivers Financial planning, analysis of data including trend analysis Experienced in selection and application of strategy including
‘modelling’ (Strategic Planning) & testing ‘what if’ scenarios Implementing IT Systems – changeover from one to other Implementation of Finance transformation projects – Review
People-Process-Systemsand recommend against benchmarks Interfacing with regulators, government authorities, industry
bodies Training and Development of Finance Talent Process Review – identify “leakages”, identify improvements
Founder – CFO Bridge
CFO Bridge Let’s make the +Ve difference
CFO Bridge : Core Team
CFO Bridge Let’s make the +Ve difference
Ms. Shefalika Sharma
MBA – 13 Years Experience
• Analytics
• MIS & Presentation
• Strategy review and analysis
• Process review and integration with strategy
CFO-Bridge: Core Team
Mr. Hitesh Kothari
MBA – 3 Years Experience
• MIS, Dashboards and Analytics
• Strategy review and analysis
• Product Costing and Business Valuation
CA –20 Years Experience
• Review & Design of Business Processes
• Financial Accounts, Corporate Policies & Procedures (SOPs)
• Risk Assessments
Mr. Agnel D'SouzaMr. Madhavan
MSc – 25 Years Experience
• Preparing financial accounts
• Taking care of tax compliance
• Basic MIS preparation
Mr. Venkatesh Raghavan
MBA – 8 Years Experience
• Private Equity Investments
• Strategic Planning and Business Valuation
• Deal Structuring & Execution
We have available empanelled experts in legal, audit, actuarial etc.
CFO Bridge Let’s make the +Ve difference
Services We Offer
CFO Bridge Let’s make the +Ve differenceSe
rvic
esAccounting Services
On-site using client’s People and Systems Offsite through Self Staff and Systems
Reporting and MIS Data Analytics, MIS, Trend Analysis and preparation of a
Comprehensive Management or Board review pack containing both financial and non financial lead and lag indicators and commentary
Strategic Planning Support Evaluation of strategy, assistance in evolving right strategy,
preparation of business plans and benchmarking of strategy with competition based on market intelligence
Recruitment, Training and Development of Finance Staff Recruitment, Training and Mentoring finance staff and
inculcating a process driven organization culture
Fund Raising Assistance in preparing cash flow and pitch document for fund raising Can focus on equity, debt, mezzanine, leasing options Managing the process end to end including drafting of term sheets
and SHACompliance Services including Tax compliance services Advisory for Income Tax, Service Tax , filing of returns, transfer pricing
study as well as handling litigations. Simple RBI, Secretarial and HR compliances are also provided
CFO Bridge Let’s make the +Ve differenceSe
rvic
esProcess Support
Evaluation of financial control processes, assistance in evolving appropriate processes to ensure reliable and timely reports
Diagnostics Diagnostic tests across finance functions and report findings on
weaknesses, adequacy of controls, process efficiency, people competency, adequacy/currency of IT systems etc.
Finance Transformation Project Based on the above diagnostics, designing and recommending Target
Operating Model (TOM) for People-Process-Systems
Due Diligence Services Review and study of target entity to advise on state of affairs &
fair value
Risk Related Services Evaluation of current risk management practices, suggestion and
implementation assistance of operational, strategic and treasury risk management initiatives
CFO Bridge Let’s make the +Ve difference
Few of Current Assignments
CFO Bridge Let’s make the +Ve difference
An Ecommerce Entity Develop finance staff –
recruit, train and mentor Establish systems, finance
controls from scratch Establish processes to
eliminate leakages and wastages in production cycle
Help them identify collaboration opportunities
Help in fund raising,, managing investor due diligence
A Large Life Insurance Company Benchmarking functional
outputs with best standards Providing support to
functional heads and lending technical expertise
Developing a paper on future state of Life insurance industry and advising on steps to be taken
CFO-Bridge: Snapshot of Our Current Assignments
Micro Finance Company
Develop finance team – recruit, train and mentor
Supervise in-housing of finance functions transitioning from outsource vendor
Development of MIS pack , scorecard
Implement finance & operation processes / enhancements
CA Coaching Institute Renegotiate and strengthen
revenue generating opportunities
Launch and distribute India’s First Tablet based CA learning tool
Continuously innovate on eLearning initiatives
Strategy to become a national player
Online and Ecommerce strategy and advise
A Record Management
Company Setting in place state of the
art financial accounting and MIS architecture
Procuring tax effective funding for business expansion
Enhancing tally architecture Training and development of
finance team
CFO Bridge Let’s make the +Ve difference
A Large Healthcare Company
A Manpower Services Company
CFO-Bridge: Snapshot of Our Current Assignments An SME
Manufacturing Entity Process relating to
geographic expansion – compliance and accounting
Set right financial accounting RBI and Secretarial
Compliance area Business plan and equity
fund raising
Evaluation of incentive plans Creating a state of the art
MIS dashboard Analysis of ecommerce
initiative Evaluation of marketing
spend Training and development of
finance team
Financial accounting and MIS reporting
Cash flow reconciliation Taxation Analysis
An HNI Investor Diagnostics and compliance
assistance across companies Support company
management with finance function expertise
Development of MIS pack , scorecard for companies
Advise on fund raising and development of long term finance plan and pitch document
CFO Bridge Let’s make the +Ve difference
Client Testimonials
CFO Bridge Let’s make the +Ve difference
CFO Bridge team had an immediate
and positive impact on our business. I
am very pleased with their solutions
because their team is very supportive
and willing to learn about our
business. Their consultants also take
the initiative and call us with their
recommendations. I feel CFO Bridge
understands our business needs as an
holistic independent
finance
department.
CFO Bridge has been very instrumental in
executing the financial strategy and
compliance for our company and it had
resulted in sustainable and profitable
growth. Experience of CFO Bridge with
SMEs and Professional Start-ups is very
notable and highly valued for our
management team as we are growing with
them.
R Baskar Babu
CEO, Suryoday Micro
Finance Pvt Ltd
Mark PereiraCEO, OEC Records
Management Co. Pvt Ltd.
CFO Bridge Let’s make the +Ve difference
Thank You !
Talk to Us
Srinivasan V.CFO on [email protected] +91 99676 64535
Hitesh [email protected] +91 97696 91965
Venkatesh RaghavanPrincipal [email protected] +91 98338 73966