CEO, COO, CFO, CSO, CPO, CHRO, CIO, CTO, CRO, MD, DIRECTOR

Information about CEO, COO, CFO, CSO, CPO, CHRO, CIO, CTO, CRO, MD, DIRECTOR

Published on March 7, 2019

Author: SanjayBokadia1

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1. MR. SANJAY BOKADIA Mobile: +91 9867374066 | Email: [email protected] | LinkedIn: https://goo.gl/ZkJR6P #SaveTheTreesAndSaveTheEarth DIRECTOR & CHIEF FINANCIAL OFFICER, MUMBAI JULY, 2017-PRESENT CHARTERED ACCOUNTANT | 22+ YEARS OF EXPERIENCE | MFG & SERVICE SECTOR - US$ 50 MN TO 6 BN Cross culture leader with people centered leadership delivering sustained results in a complex and fast changing business environment. Possess strong business acumen with demonstrated capabilities in driving top line and bottom line growth, improved cash flow, cost and operating efficiencies and organizational productivity Expertise in redesigning, streamlining and transforming finance organizations to the best in class standard. In-depth experience in leading financial transformation projects to capture inherent values, improve operational efficiencies and productivity, process effectiveness, optimum resource utilisation and creating & fostering a performance culture Delivered 100+ complex and high value projects in the areas of project and acquisition funding, M&A, restructuring and turnaround, domestic and international tax, IPO planning & strategy, cost controls, process optimisation, IFRS, USGAAP, SOX, expansion, diversification, contract negotiation, due diligence, business integration, shared services, etc. Dealt with BIG4 (Deloitte-Tata Comm & Vodafone, PwC-Hutch, E&Y-Fortis, KPMG/GT-for tax & internal audit) Extensive experience working closely with senior leadership team and the board in setting business goals and direction, strategy & organisation development, policy formulation, scaling up the business, incubating various growth strategies, execution of tactical plans and leading business transformation & change management projects CORE QUALIFICATIONS LEADERSHIP SKILLS Visionary | Goal Oriented | Business Acumen | Strategic Mindset | Analytical | Pragmatic | Eye for Details |Critical Thinking | Humble | Interpersonal, Communication, Time Management, Organizational and People Leadership Skills INDUSTRY EXPERIENCE Metals | Hospital & Healthcare | Real Estate & Engineering | Telecommunication | Pharmaceutical | Paper Boards EDUCATION ▪ Chartered Accountant: Institute of Chartered Accountants of India (ICAI), New Delhi, India 1991-1994 ▪ Bachelor of Commerce (65%): Mohan Lal Sukhadia University, Udaipur, Rajasthan, India 1988-1991 ▪ Higher Secondary (74%) & Secondary (67%): Board of Secondary Education, Ajmer, Rajasthan India 1987-1988 IT/ERP SKILLS ▪ Experience in working on SAP, Oracle, Hyperion, MS Navision, HIMS, Tally and MS Office (Excel & Power Point) ▪ Implemented and strengthened ERP & BI systems-Hyperion and MS Navision. Integrated Oracle & HIMS modules CAREER CONTOUR DPR Capital Advisors Pvt. Ltd/CFOCX Advisors (a division of DPR Capital), Boutique investment management, financial and CFO advisory and management consulting firm, offering varied professional services in India Responsible to deliver advisory and consulting services in the areas of debt and equity fund raising, investment management, tax and regulatory services, audit and assurance, risk management and internal audit. The focus is on creating measurable values/business impact through the inclusive advisory+planning+execution model. Engaged and served 15+ clients across Non Ferrous Metals, IT/Technology, Food & Beverages, Engineering/ Industrial Products, Agro Commodity, Handicrafts, Marbles, Import/Export, eCommerce & Broking, etc. Selected Accomplishments: ▪ Developed tax efficient operating business model covering USA, LATAM and Caribbean countries for a MNC into IT product and managed service providers (US$ ~500K annual tax cost savings) ▪ Delivered 10+ fund raising projects from US$ 2 to 10 Million of project funding to working capital finance. Advised 2 clients for an SME IPO strategy to focus on making the company to IPO readiness stage ▪ Accounting, Audit and Compliance ▪ Controllership & Decision Support ▪ F&A Operation-P2P, R2R and O2C ▪ INDAS, IFRS, USGAAP, SOX, ICOFR ▪ Financial Planning, Analysis & MIS ▪ Budgeting, Forecasting and AOPs ▪ Strategic Planning and Execution ▪ Contract Negotiation/Procurement ▪ Internal Audit/Revenue Assurance ▪ Governance and Risk Management ▪ Legal and Secretarial Compliance ▪ Insurance, FX Risk, IT/ERP and HR ▪ Treasury, Banking, Fund Raising ▪ M&A, Due Diligence, Integration ▪ IPO, Banking/Investor Relations ▪ Restructuring and Turnaround ▪ Direct and Indirect Taxation/TP ▪ Cost Accounting and Reporting

2. MR. SANJAY BOKADIA Mobile: +91 9867374066 | Email: [email protected] | LinkedIn: https://goo.gl/ZkJR6P #SaveTheTreesAndSaveTheEarth CHIEF FINANCIAL OFFICER, MUMBAI JAN 2013-JUNE 2017 CHIEF FINANCIAL OFFICER (WEST, SOUTH & EAST), BANGALORE DEC 2009-JAN 2013 ▪ Delivered 15+ tax opinion and detailed research note on domestic and international tax matters and transfer pricing. Delivered ~US$ 1 Million cost savings for 2 clients-identifying/implementing cost optimisation projects ▪ Developed risk based internal audit plans and programs, including formulation of risk control matrix (RCM) and implemented risk and compliance framework for India’s leading manufacturer of industrial valves. ▪ Delivered multiple projects in audit and assurance, process audit, development of project reports, business plans, financial modeling, revenue/pricing strategy, budgeting, forecasting & development of internal controls and SOPs Indigo Metalloys Pvt. Ltd: ISO 9001:2008 certified & Daikin approved manufacturer of copper & copper alloys products-tubes, pipes, fittings, billets, etc. with installed capacity of 12K MTPA, providing metallurgical solutions to Air Conditioning and Refrigeration, Heat Exchanger, Medical Gases, Oil & Gas and Ship Building Sectors A key member of the senior management team and reported to the MD. Partnered with senior management team in driving top line and bottom line growth, increase in operational efficiency and productivity, financial transformation, change management and strategic initiatives for superior business performance ▪ Directed a team of 10 in the finance, accounting, audit, treasury, banking, tax, compliance, costing, financial planning, MIS, internal audit, legal, secretarial, procurement, exports, commercial and supply chain functions ▪ Partnered with the senior operational leadership to develop proactive strategies and plans, tracking overall financial performance, manage risks & opportunities, supporting and providing the strategic vision & direction ▪ Led strategic planning and execution, developed long range business plans, translated strategies into action plans, developed business analytics for high business visibility to drive value creation and business performance ▪ Led the development of the annual budget and mid-range plan, quarterly forecasts, ensuring alignment with strategic goals. Led corporate development and commercial analysis of proposed deals and transactions ▪ Driving the development of a dynamic financial planning & analysis function, ensuring that financial processes, systems and controls are robust and operating effectively, including implementation of a new planning system ▪ Ensuring the accuracy and reliability of all financial reporting, GL controls, MIS & board reporting, maintaining a strong control and compliance environment, including maintenance and documentation of statutory records ▪ Evaluate, challenge, defend and develop a strong business case for proposed business, manage strategic plans to maintain existing business, secure new opportunities and expand the business across the region ▪ Development of ad-hoc reporting, analysis and commercial support for operational leadership, including development of key performance indicators and keeping operational team abreast of progress against goals ▪ Developed revenue and pricing models, performed competitive benchmarking, formulated strategies and plans to grow the business, enhance revenue, cost competitiveness and profitability improvements ▪ Oversee tax, treasury and cash management activities, credit controls, contract negotiations, cost and business process improvements, cost controls, product diversification, job work and contract manufacturing, etc. Selected Accomplishments: ▪ Achieved revenue growth: CAGR 18% (FY13: 10%) and improved EBITDA to 14%-FY18 (FY13: 9%). Achieved annual budget targets in the range of 80-85% (Net Revenue, EBITDA and Operating Cash Flow) ▪ Implemented business turnaround plan; resulted in increased capacity utilization to 61% in 1 year (FY13: 40%). Delivered annual cost saving of ~US$ 2 Million. Negotiated debt restructuring of US$ 10 Million with PSU bank ▪ Achieved MIS and financial reporting time to 3 days from 7 days with 100% accuracy of the reported numbers. Reduced DSO to 50 days (65 days), inventory holding to 18 days (25 days) and Bad debts to 0.8 % (FY13: 1.4%) ▪ Developed 5 years long term business plan to achieve 20% YoY growth. Achieved 78% of the plan targets. Restructured finance, accounting/commercial functions-increased efficiency-15% reduction in department cost ▪ Implemented activity based cost accounting systems for the melting, extrusion, drawing, finishing and packaging. Institutionalized cost accounting principles for pricing and margin decision for all business divisions ▪ Setup corporate development function and established 10 new O&M relationships-domestic & export market. Developed 5+ strong 2nd line for FP&A, cost & management reporting, business finance, management assurance Fortis Healthcare Ltd (Listed), India’s leading healthcare service provider with 43 multi and super speciality hospitals with approximately 9,000 beds (installed capacity) and 392 diagnostic centres. I was responsible for all healthcare facilities in Mumbai, Bangalore, Chennai and Kolkata, including 10 hospitals acquired from Wockhardt Hospitals A key member of the senior management team and reported to the CEO. Partnered with the CEO, COO, SBU CEOs and senior management team in driving top line and bottom line growth, improves in the operational efficiency and productivity, financial transformation and change management for superior performance

3. MR. SANJAY BOKADIA Mobile: +91 9867374066 | Email: [email protected] | LinkedIn: https://goo.gl/ZkJR6P #SaveTheTreesAndSaveTheEarth VICE PRESIDENT-GROUP FINANCE & OPERATION, UAE SEPT 2008-AUG 2009 ▪ Directed a team of 15 in the finance, accounting, audit, treasury, banking, tax, compliance, costing, financial planning, MIS, internal audit, revenue assurance, legal and secretarial, procurement, billing, credit and collection ▪ Partnering with the senior operational leadership to develop proactive strategies and plans, tracking overall financial performance, manage risks & opportunities, supporting and providing the strategic vision and direction ▪ Led strategic planning and execution, developed long range business plans, translated strategies into action plans, developed business analytics for high business visibility to drive value creation and business performance ▪ Led strategic projects in the M&A, JV and O&M, tax planning & strategy, project and acquisition funding, new green field projects, capacity expansion, new specialties and business restructuring and turnaround ▪ Led the development of the annual budget and mid-range plan, quarterly forecasts, ensuring alignment with strategic goals. Act as business partner to provide commercial analysis of proposed deals and transactions ▪ Driving the development of a dynamic financial planning & analysis function, ensuring that financial processes, systems and controls are robust and operating effectively, including implementation of a new planning system ▪ Ensuring the accuracy and reliability of all financial reporting, GL controls/reconciliation, MIS/Board reporting, maintaining a strong control and compliance environment, including maintenance of statutory records ▪ Evaluate, challenge, defend and develop a strong business case for proposed business, manage strategic plans to maintain existing business, secure new opportunities and expand the business across the region ▪ Development of ad-hoc reporting, analysis and commercial support for operational leadership, including development of key performance indicators and keeping operational team abreast of progress against goals ▪ Developed revenue and pricing models, performed competitive benchmarking, formulated strategies and plans to grow the business, enhance revenue, cost competitiveness and profitability improvements ▪ Oversee tax, treasury and cash management activities, contract negotiations, cost and business process improvements, cost controls, governance & risk management, investor and stakeholder relations. Negotiated- centralized/SBU procurement, AMC, F&B/cafeteria, housekeeping, security, TPA billing outsourcing Selected Accomplishments: ▪ Led and integrated the US$ 160 Million Wockhardt Hospitals acquisition (10 hospitals) in record 3 months. Set- up corporate finance function from scratch, including building leadership team, systems, processes & policies ▪ Achieved revenue growth of CAGR 30% (FY10: 12%) and the consolidated EBITDA of 15% for FY13 (FY10: 11%). Achieved budget targets in the range of 75-85% (Net Revenue, EBITDA and Operating Cash Flow) ▪ Delivered the annual cost savings of US$ 3 Million. Turnaround the hospitals (EBITDA+) of Seshadripuram, Rajaji Nagar, Nagar Bhavi, Kalyan & SL Raheja (O&M). Reduced DSO by 25 days of CGHS, ECHS & PSU customers ▪ Led fund raising projects worth US$ 500 Million for the green field projects, expansion and business acquisition. Managed 14 hospital financial operations with the negative working capital for 2 years (CC limit-US$ 8 Million) ▪ Developed 3 years strategic business plan for the 14 hospitals. Developed tax planning strategy to claim depreciation on goodwill-US$ 90 Mn (Wockhardt acquisition). Controlled US$ 50 Mn annual capex expenditure ▪ Achieved monthly closing for all the 14 hospitals-Revenue on the last day, GL by 1st and MIS by 3rd of month end. Delivered limited review by the 7th of the quarter end and annual stat audit by the 15th of the financial year end ▪ Developed MIS systems, including qualitative & quantitative KPIs to measure the financial and operational performance. Maintained 100% accuracy & integrity of monthly MIS with audited numbers across all hospitals ▪ Established revenue assurance policies/processes-resulted in reduction of leakages to 0.3% of revenue (0.7%). Developed a risk based internal audit plans with key focus on internal control, compliance & process efficiencies ▪ Developed sub speciality wise monthly EBITDA reports to enable the pricing, margin and cost decision. Led Finance and Accounts shared service project with Infosys of the South, West & East region hospitals ▪ Developed SOP for S&M spend, referral payments, emergency purchases, billing, discount and international patient. Instrumental in restructuring billing function, including TPAs with tight controls over disallowance Al Fara’a Construction & Engineering Group, engaged in the construction and contracting, real estate development, ready mix concrete, electro mechanical, glass and aluminium, precast and fabrication A key member of the senior management team and reported to the CMD. Led a 25 member team and responsible for the Group finance and commercial operation, strategic and tactical planning, budgeting and forecasting, project management, MIS & board reporting, cost and budget controls, governance and risk management Selected Accomplishments: ▪ Established the financial planning and budgeting processes, including using of business analytics/data to set realistic budget targets for all 9 SBUs. Developed 3 years business plan to target 15% YoY revenue growth

4. MR. SANJAY BOKADIA Mobile: +91 9867374066 | Email: [email protected] | LinkedIn: https://goo.gl/ZkJR6P #SaveTheTreesAndSaveTheEarth HEAD (DGM)-CORPORATE FINANCE & ACCOUNTS, MUMBAI JULY 2006-AUG 2008 MANAGER-CORPORATE FINANCE & ACCOUNTS, MUMBAI SEPT 2002-MAY 2005 MANAGER-FINANCE & ACCOUNTS-MUMBAI JAN 1995-SEPT 2002 SR. MANAGER-CORPORATE FINANCE & ACCOUNTS, MUMBAI MAY 2005-JULY 2006 AUDIT/ARTICLE CLERK SAMPATI LAL BOHRA & CO, CA-UDAIPUR OCT 1991-SEPT 1994 ▪ Delivered the US$ 450K annual cost savings by streamlining cost structures, value engineering and outsourcing. Implemented enterprise wide risk management, governance and a compliance framework to integrate risk assessment into all business decisions. Developed internal controls and systems, processes and policies Vodafone India Ltd (Listed): India’s leading telecom service provider with presence across 23 circles. Span of control -all India operating circles. Reported to EVP-Corporate Finance and led a 8 member team Responsible for the corporate finance and accounting operation, financial controls, consolidation & reporting-IGAAP & IFRS, preparation of USGAAP financial statements (special purpose), group/circles statutory audit planning, M&A, PPA, integration, MIS reporting, business analytics, capex reporting, systems, processes and policies Selected Accomplishments: ▪ Core team member of the Hutch-Vodafone US$ 20 Billion M&A. Completed the business integration, including policies and processes in 3 months. Also integrated BPL Communication-South circles (TN & AP) ▪ Delivered the consolidated group MIS reports by the 3rd , HQ reporting by the 5th of the month end, audited IFRS financial statements-LR by the 7th of the quarter end and statutory audit by the 15th of the financial year end ▪ Delivered the 3 years audited consolidated USGAAP financial statements (FY 2002-2003, 2003-2004 & 2004- 2005) for the Hutchison Essar planned IPO (48+ legal entities-Operating and holding companies) ▪ Developed 20+ technical accounting and reporting research/position papers on IGAAP, IFRS & USGAAP. Monitored the capex of ~US$ 50 Million per month for rolling out cell sites/tower across 23 telecom circles Tata Communication Ltd (Listed): The US$ 2.9 billion Tata group company, listed on the BSE, NSE and NYSE. Reported to the VP-Corporate Finance and led a 5 member team Selected Accomplishments: ▪ Played the lead role in M&A transaction/integration of Tyco & Teleglobe M&A. Led the PPA/FV accounting, including recognition and valuation of intangibles, undersea cable network and land & buildings ▪ Delivered the consolidated (50+WOS) USGAAP & IGAAP financial statements, including preparation, and filing of 20F with the SEC. Team leads for the planning and implementation of SOX/404 project ACG Worldwide (Associated Capsules Group): World 2nd largest manufacturer/exporter of empty hard gelatin capsules and pharmaceutical machineries. Reported to the CFO and led a 3 member team Selected Accomplishments: ▪ Implemented the corporate restructuring (Merger/Demergers) involving 20+ legal entities. Performed detailed financial due diligence for the 3 potential acquisition targets in the gelatin capsule manufacturing ▪ Led the financial transition projects-Sales Tax-VAT, Deferred Tax-AS 22 and Transfer Pricing. Delivered cost savings of the US$ 800K. Managed deferred sales tax prepayment project for the 3 group companies Mahadev Paper Corporation: Largest distributors of paperboard products of ITC Bhadrachallam and Century Group. Reported to the CFO and led a 10 member finance and accounting team Selected Accomplishments: ▪ Monthly books closed by the 3rd and MIS by the 5th of month end. Delivered Statutory Audit by the 31st May of financial year end. Designed and implemented the internal controls, systems, processes, policies and SOPs ▪ Finalised/lodged marine insurance claims of ~10 cases per month. Recovered 5 years old bill discount margin money from Tata Finance-US$ 100K. Saved US$ 500K by controlling customer claims for return and rejections Worked on the statutory and internal audit of Private & Listed Companies and Partnership Firms-Plastic Goods, Textiles, Soapstone, Marbles, Agro Machinery, Hotels, Schools, Public Trust and Trading businesses INTEREST I am extremely passionate about sports & athletics that keep me fit and energetic. I am an avid reader with an interest in the economics, fiscal and tax policy, international trade, M&A, healthcare, education and environment PERSONAL SNIPPETS Nationality/Marital Status: Indian/Married DOB: Sept 21, 1972 Language: English & Hindi (Fluent) Relocation: Open Notice Period: 30-45 Days References: Available on request

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