1. CFO Service Presentation and Proposal

2. Financial Services Outsourcing Differentiated Solutions
Bridging Gap through
Differentiated Solutions
from Strategy to Execution

3. Benefits of CFO service
Current Status
Goals
BRIDGING THE GAP
Cost of non-compliance is very high
Growing Fast with inadequate Finance Support
Need finance expertise but can’t afford full time CFO
Disjointed processes catered to by multiple practitioners
Interaction between Profit and Loss and Cashflow is not fully understood
Excessive focus on financial lag indicators
Need Funding for Business Growth and Expansion
Challenges in recruiting and developing good finance team
Adequate Finance Support Function
CFO on flexible terms
Effective compliance management; protecting and enhancing value
Single point of contact with accountability
Holistic MIS architecture in place
Balanced focus on financial and non-financial lead and lag indicators
Assistance in getting Funding for Business Growth : Equity or Debt from PE/ Bank
Assistance in Recruitment, Development and Mentoring of finance team
Strategy to Execution

4. Approach Defining Business Goals
Strategic
Defining Business Goals
Convert the Goals into Numbers with complete Business Plan document
Define timelines for each activity defined in Business Plan document
Strategic Funding
Operational
Define Internal Control System
Define and Develop the Reporting needs
Profit Improvement
Cash Flow Management
Business Support
Compliance Monitoring and Reporting
Tax Planning
Explore outsourcing opportunities if any
Banking Relationship