CFO Bridge - Corporate Business Development Presentation

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


Background


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


Bridging the Gap: Complexity to Simplicity


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


Mr. CFO


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 : Core Team


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


• 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


• Private Equity Investments

• Strategic Planning and Business Valuation

• Deal Structuring & Execution

We have available empanelled experts in legal, audit, actuarial etc.


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


Few of Current Assignments


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


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


Client Testimonials


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.


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

mailto:[email protected]

