STRATEGIC BUSINESS ADVISORS

CFO Services
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Ensuring Financial Discipline For Organisation Growth

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About Us

Experienced senior management team in the area of corporate finance and strategic management Over 80 man years experience in heading finance function in medium to large sized companies in different sectors Have established a consulting practice to provide to financial and strategic leadership to start ups and early stage companies

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Senior Team
Sunil Mehdiratta Sunilis a leading expert in strategic business consulting and financial management. Popular for his innovative and visionary approach, he has more than 25 years of experience across industry verticals and has extensively advised top executive teams on business strategy, mergers and acquisitions, India entry, diversifications, corporate finance, networking and policy advocacy. Sunil previously led the finance function at a leading multi-national giant and is currentlyon board of multiple companies in the Indian subcontinent. Anurag Gupta Anurag is a financial management professional and has wide experience with global multinational companies. He has previously held senior management positions with the American Express and Colt Telcom in Asia. He has expertise in ERP systems, transaction processing, outsourcing and financial services. He has successfully set up and managed large scale 4/26/12 back office operations and is an expert in the area. He has been

Senior Team
Ashwini Dewan A veteran in the field of corporate finance, Ashwini has more than two decades of experience in the corporate sector. His forte is in providing organisations with strategic inputs on enhanced financial discipline, legal and statutory compliance, risk mitigation and financial controls. Ashwini has led finance, accounts, audit and commercial functions in range of companies including Price Water House, Xansa, Venture Infotek and Parsec Technologies. He works as virtual CFO for a range of companies in IT , ITeS industry and consulting industries. Poonam Mehdiratta Poonam is a management professional with over ten years of experience in marketing, communications and general management. She leads projects in the areas of communications, environment mapping, data collection and research, content generation, publications, documentation and 4/26/12 corporate social responsibility.

Engagement Model

Acting CFO

Provide leadership and guidance to the finance team and get involved in execution and implementation Commit agreed days per week but accessible at all times Engage with management across the board Work on an agreed deliverables Fees charged on a retainer basis for long term contracts, other than special assignments or on project basis

Provide accounting support/outsourced services Assisting Start Ups India Entry Plans
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Profile of Services Provided to Clients

Managing finance function-working with client teams to ensure fulfillment of department deliverables and assessing capability and capacity building. Set up annual budgeting activity, forecasting and planning exercise with functional heads Put in a place performance review process to monitor financial health of the company, track progress against budget and evaluate performance of all functions. Introduced internal controls, effective financial policies and procedures to manage operations and services

Assess project risks, monitor statutory compliances, IPR protection and Vetting and negotiating contracts ESOPS, transfer pricing, capital structuring Evaluation of effectiveness of sales and delivery channels Acted as CEOs sounding board on critical matters including :

Advise on boarding functional heads 4/26/12 Establishing performance and compensation parameter for key employees

Advantages
Financial leadership is made available in a cost effective and flexible manner Strengthen the finance and other key functions to help grow the business in a responsible and ethical manner Provide necessary inputs to investors in a timely manner Internal advisor to handle various business challenges Single window service for a range of services Accounting, Finance, Legal, Secreterial, Commercial, Strategic Enhanced productivity and performance of staff 4/26/12

How are we Different from CA Firms

CA firms act from outside mostly handling statutory matters like audits and tax planning/filing returns They do not have the bandwidth to handle operational issues and challenges nor work with client teams on a day to day basis Having corporate working experience we understand the challenges companies face and resolve issues given the constraints As an insider we work intimately over a period of time with organisational teams to effect enduring changes
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Annexures

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Services
Financial Accounting Financial Management Operations Management Compliance Improving Cross Functional Performance Governance/Board Interaction Fund Raising Accounts Outsourcing Assisting Start- Ups India Entry Plans

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Service Offerings-I
Financial Accounting

Establish accounting systems, processes and procedures Establish internal controls schedule of authorities and expenditure controls Cost control initiatives and monitoring Ensure proper book closing periodically and compliance to processes Develop MIS and other key management reports Bring in diligence of regular financial review and assessment of progress towards achieving targets Budgeting , forecasting and KRA assessment and setting corporate goals Establish costing and pricing models Guiding accounts team on operational matter Develop and train account team 4/26/12 Establishing KRAs and monitor performance

Financial Management

Operations Management

Service Offerings-II
Compliance

Establish a legal and compliance framework to ensure compliance of business activities to applicable laws and regulations Internal and Compliance Audit Legal, secretarial, direct and indirect taxation, insurance and other compliance matters Monitor sales review and lead management process Project level budgets, monitoring, project profitability Help develop HR policies and procedures Evaluate departmental performance

Cross functional

Governance/Board Interaction
Set up a financial and compliance reporting framework for the Board Highlight key issues relating growth, plans and performance to board Monitor Board actions and fulfillment Ensuring effective and productive board meetings 4/26/12 Managing Investor relations

Service Offerings-III
Fund Raising

Manage Due Diligence , prepare business plans, valuations Framing and vetting agreements and Contracts Pre and Post fund raising compliance Networked with PE Equity Funds, Angel Funds and VCs

Accounts Outsourcing

Outsourcing of entire accounts functions or modules Provide onsite of offsite staff Qualified/senior management oversite

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Service Offerings-IV
Assisting Start Ups

Company formation, legal and compliance Development of business plans Assistance in fund raising Capacity building Managing accounts function ESOP planning

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Service Offerings-V
India Entry Plans

Company formation Location identification Identification of Partner Office and infrastructure support Accounts, legal and compliance management

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Delivery Model

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Contact
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Sunil Mehdiratta 9560677477 Anurag Gupta 9810332700

+91+91-

Ashwini Dewan +919810350527 Venn Consulting Group Poonam Mehdiratta +91-

C-13, First floor, SDA commercial complex 9811577477 New Delhi - 110016 Phone: +91-11-41071111 Fax: +91-1146219942 email: info@venncg.com website: www.venncg.com

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