cfo4you introduction

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Introduction to CFO4YOU, all type of CFO and CFO Department related Services

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Page 1: CFO4YOU Introduction

1

VIIIV

TM

Page 2: CFO4YOU Introduction

2all or some of this….but, you don’t want to commit fix cost of hiring expensive finance resources

Are You :Small Medium Enterprise Large Corporate or MNC

Startup / Small Operations want someone to manage outsourced finance, accounts & compliance and help set up the shop

Page 3: CFO4YOU Introduction

3

We are always there to help…

CFO Business Partner

CFO Regulatory

CFO Outsourcing

CFO Assurance

Your Extended CFO Organization

Page 4: CFO4YOU Introduction

4

Flexible

Engagement

Model

On Call

On Site

Retainer

Success Based

Project

Virtual

Flexible Engagement Model

You Don’t Need to Add Headcount or Replace

Your Existing Team., just choose from our flexible Engagement

Model and our experts and team members will

work seamless with yours in delivering

desired results, be it your short term need

or long term requirement

Page 5: CFO4YOU Introduction

5

Our Offerings In Detail

CFO

Business Partner

CFO Regulatory

CFO Outsourcing

CFO Assurance

Page 6: CFO4YOU Introduction

6Choose… One of them…. Some of them.…or…. All of them

CFO Business Partner

•Designing Business Strategy for Profitable Growth

•Business Transformation

•Entry or Exit Strategy

•Decision Support : Cost Benefit and “What If” analysis

•Pricing / Costing Strategies

Strategic Partner

•Long / Short Term Business Plans

•Cash flow modeling

•Cost, Pricing , Productivity or Business Modeling

•Management Information System (MIS) for meaningful & proactive decision making & control

•Business Case preparation

Business

Planning & Modeling

•Credible Business and Financial Analysis

•Cost Studies to identify leakages, recommendation and implementation of optimization plan

•Establishing Financial Discipline & Accountability using Dashboards / Scorecards / KPI‟s

•Finance for Non Finance Trainings

•Productivity Improvement models for improving efficiency

Driving Profitable Business Growth

Page 7: CFO4YOU Introduction

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•Review and preparation of your organization for funding

•Optimal structuring of equity / debt

•Creating / Analyzing Project Document for funding

•Working Capital Optimization / Cash management

•Organizing funding – VC / Angle / Debt / IPO Facilitation

Raising or Managing Capital

•Scouting of potential Opportunity

•Valuation & Due Diligence

•Contract Negotiation and Agreements

•Integration support

Mergers &

Acquisitions

•Business risk identification

•Assessment of the extent of Risk

•Mitigation of Business Risk

•Insurance

Risk Management & Compliance

•Virtual CFO

•Temporary CFO

•Special Purpose CFOCFO On Demand

CFO Business Partner

Choose… One of them…. Some of them.…or…. All of them

Page 8: CFO4YOU Introduction

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Our Offerings In Detail

CFO

Business Partner

CFO Regulatory

CFO

Outsourcing

CFO Assurance

Page 9: CFO4YOU Introduction

9

CFO Outsourcing

• Creation of entity / Company

• Securing requisite Approvals

• Establishing Banking system & relationships

• Managing or Initial Baby Sitting accounting, book keeping, reporting & regulatory compliance

Business Startup or

Small Business

•Complete or Partial outsourcing of accounting activities / processes, across all spectrum of Accounting Function, including : Order to Cash; Procure to Pay; General Ledger & Asset Management

Accounts

Outsourcing

• Budgeting

• Forecasting

• ReportingBusiness Planning

• Preparation of financial statements

• Account / Bank / Supplier / Debtor reconciliations

• Payroll

• Procurement Function, including reverse auctions

Other Finance Activities

• Job Scoping

• Talent Search & Screening

• Compensation fitment and Structuring

Executive Search

Relating to Finance

Choose… One of them…. Some of them.…or…. All of them

Page 10: CFO4YOU Introduction

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CFO Business Partner

CFO Regulatory

CFO Outsourcing

CFO

Assurance

Our Offerings In Detail

Page 11: CFO4YOU Introduction

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CFO Assurance

• Management Audits and Internal Control Review

• Branch, Center, Dealer, CNF Audits across Indian States

• Builder audit for CAM charges

• Regulatory Audits

Audit & Assurance on Financial Controls

• Assessment, redesigning or creation of Financial Policies and Procedures, ensuring adequate built-in financial controls

• Awareness and streamlining of financial discipline

• Establishing transparent and controlled procurement function

Policy and Procedure

• Physical Verification of Fixed Assets

• Tagging and reconciliation of fixed AssetsFixed Assets

• Review of foreign exchange exposure and working hedging strategies

Foreign Exchange Hedging

• Support during migration of accounting systems, including data migration and temp support

• Process Control Checks

Accounting Systems Implementation

Support

• Establishing or strengthening FCPA (Foreign Corrupt Practice Act) compliance and awareness across the organization

• Independent directorshipOthers

Choose… One of them…. Some of them.…or…. All of them

Page 12: CFO4YOU Introduction

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CFO Business Partner

CFO

Regulatory

CFO Outsourcing

CFO Assurance

Our Offerings In Detail

Page 13: CFO4YOU Introduction

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CFO Regulatory

• Registrations under various regulations, including PAN, TAX, VAT, Service Tax, PF and ESIC across India

• Formation of Company

• Other regulatory Approvals

• CFO4YOU has delivery capability across the country to provide one stop registration facility across Indian States

Registrations

• Regulatory Compliance Audit

• Regular compliance activity, including filing of returns etc

• CFO4YOU has delivery capability across the country to provide one stop regulatory compliance facility across Indian States

Regulatory Compliance

Choose… One of them…. Some of them.…or…. All of them

Page 14: CFO4YOU Introduction

At CFO4YOU we consider our Team and Associates to be our greatest asset living and

sharing common values. Our Team and Associates are the backbone of our organization

and are bright, committed and dedicated professionals comprised of qualified Chartered

Accountants, Chartered Financial Analysts, Cost Accountants, Company Secretaries,

MBAs, Post Graduates and Graduates.

CFO4YOU senior management has rich experience across sectors and geographies, and

have spent many years helping organizations achieve their objectives through delivery

of high quality services. Their experience pans across Big 4 Accounting firms, large

multinational and Indian corporations.

Our esteemed Associate Network pans across India, Philippines, Malaysia and

Singapore, giving us seamless delivery capability from local experts with quick

turnaround.

14

Team and Associates

Page 15: CFO4YOU Introduction

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Illustrative Client List

Providing Management / Stock Audit Assurance

for all outlets of Swarovski pan India including

their warehouse and repair center.

Providing Regulatory support for their offices

across India – VAT, Income Tax Assessments &

Compliances

Conversion of USGAP books to Local GAAP

across Philippines, Singapore and Malaysia

Audit

Valuation of assets

Assurance of their centers across India

Swarovski is a World Brand Name in precisely cut

crystal and related luxury products produced in Austria

World's largest company focused on creating enterprise

agility through database software, enterprise datawarehousing, data warehouse appliances, andanalytics.

IndiaCan combines Educomp, India's pioneering

education company and Pearson, the world's largest

education service provider in a JV that is India's largestvocational education company providing education &

employing the youth.

Proprietary & Confidential © CFO4YOU Consulting Services Private Limited All Rights Reserved

Page 16: CFO4YOU Introduction

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Illustrative Client List

Virtual CFO Service for London based venture,

which includes creation of business plan, five year

financial projection in a multi dimensional

working model and ongoing strategic advise.

PE Funding

Padme is a London based company offering world class

spirituality, yoga and alternate therapy studios.

POZE caters to globetrotters and individuals who have

a penchant for style at pocket-friendly price in Men‟sBanded Fashion Were Category. Growing fast with 80+

exclusive branded stores opened in just 1 year across

India

Proprietary & Confidential © CFO4YOU Consulting Services Private Limited All Rights Reserved

Page 17: CFO4YOU Introduction

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Contact Us :

Pawan TaylaE-Mail : [email protected]

Mobile # : +91 98115 10100

IInd Floor, 42 Madhya Marg , DLF Phase II, Gurgaon 122002 , India. Phone Number +91 124 4223010

CFO4YOUCFO4YOUCFO4YOUCFO4YOUCFO4YOU4CFO4YOUCFO4YOUCFO4YOUCFO4YOUCFO4YOUCFO4YOU4CFO4YOUTM

Page 18: CFO4YOU Introduction

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Appendix

Page 19: CFO4YOU Introduction

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At we provide Chief Financial Officer Services.

Small and Medium Enterprises companies can‟t afford, nor do they require the services of a full

time CFO or a large CFO organization. We provide cost effective CFO and CFO Organization

related services on an as needed basis for SME‟s, with a flexible engagement model.

And if you are a Large Corporate or an MNC needing short term / project / assignment based

extension of your CFO organization, it is best not to add fixed resources or cost. We provide

solutions to meet such needs on a long term or short term basis. You may also consider availing

our outsourcing services.

We have a team of experienced professionals with extensive corporate experience in leadership

position across industry verticals and we truly understand the risks of business ownership

having run businesses, sitting on “Business Side” and having successfully delivered profitable

business growth, assurance and compliances for various industry verticals.

We offer a choice of flexible engagement model best suited for your specific business need. As

you go through the list of our services, feel free to choose :- One of them: Some of them: or All of

them, depending on your need.

Out Delivery capability pans across Indian States, Philippines, Malaysia and Singapore

What is CFO4YOU ?

Page 20: CFO4YOU Introduction

Our MissionOne stop shop for tailored Chief Financial Officer (CFO) and CFO functional area related

services, of highest quality at optimal cost, through experienced and dedicated team of

professionals committed to organizational values, creating & enhancing value of our

clients business and helping them achieve their business & financial objectives.

20

Mission & Values

Our ValuesLeadership & Client Value : Consistently delivering value, providing innovative ideas, though leadership,

best in class service delivery, quality, responsiveness, value and efficiency

resulting in business success for the client and our organization.

Teamwork & Collaboration : Building productive, long term relationships, within and outside the

organization, respecting diversity of views and cultures, sharing knowledge,

experience, resources, and opportunities.

Talent Development: Attracting, developing and retaining the best talent, demonstrating passion

and a „Can-do‟ attitude fostering supportive environment.

Integrity & Accountability : Willingly, consistently and consciously doing the ethical, honest and righteous

thing with complete trust, independence, and ownership and being completely

responsible for results, performance, non performance, action and inaction.

Human Values : Upholding, uplifting and living human values of compassion, cooperation,

friendliness, smiling, wanting to help, sense of belongingness, caring and

respecting each other.

Page 21: CFO4YOU Introduction

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No need to adding fixed cost or headcount

We view your business from “Business Side”, not as an external consultant

We become part of your management team and a trusted business partner

We are at your service in/outside your office - real time

Flexible engagement models to choose from

Credible Experience across Industry

Solution driven working approach with tailored solutions

Optimal Cost

Delivery capability across Indian States, Philippines, Malaysia and Singapore for seamless and local work delivery with quick turnaround time

Why CFO4YOU?

Page 22: CFO4YOU Introduction

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CFO4YOU is founded by Pawan Tayla, he is a Chartered Accountant with over

20 years of experience at senior levels across industry sectors.

He has worked with Global Leaders like Price Waterhouse, Hewlett Packard,

Pernod Ricard, Convergys & Hewitt Associates. He has experience across

Business Process Outsourcing, Strategic Consulting, Information Technology,

Liquor and such industries. Possesses extensive experience with business

strategy delivering profitable business growth, business transformation,

critical start up experience and has in depth knowledge of laying down long

term business plans, finance & accounts function including laying down

policies, processes, controls, systems, automation, cost management, setting

financial discipline & accountability, sourcing and procurement.

He has been on the Board of various companies and is currently on the

Advisory Board of Management Institute of Leadership and Excellence.

About the Founder