STRATEGIC BUSINESS ADVISORS CFO Services

Ensuring Financial Discipline For Organisation Growth

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

Senior Team

Sunil MehdirattaSunil is 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 currently on 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 back office operations and is an expert in the area. He has been working as a Virtual CFO for a large auto dealership as well as an leading e-tailer.

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 MehdirattaPoonam 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 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

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 CEO’s sounding board on critical matters including :

Advise on boarding functional heads Establishing performance and compensation parameter for key employees

Full details of services given in Annexure 1

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• Senior management time released to focus on key business

issues

• 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

How are we Different from CA Firms

Annexures

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

Service Offerings-IFinancial 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 processesFinancial Management• 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 Operations Management• Guiding accounts team on operational matter• Develop and train account team• Establishing KRA’s and monitor performance• Team sizing, Capacity building, and outsourcing where required

Service Offerings-IICompliance• 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

mattersCross – functional• Monitor sales review and lead management process• Project level budgets, monitoring, project profitability• Help develop HR policies and procedures • Evaluate departmental performance

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• 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 VC’s

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

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

Service Offerings-V

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

Delivery Model

• Access to provide single window service

• Outsource of SME Work

• Under our supervision• Building in-house capability for

future

• Transaction Processing• CFO interface with senior

management• Experienced Staff at Client

Premises

Onsite

Offsite

Subject Matter Experts (SME)

Client Staff

Sunil Mehdiratta +91-9560677477

Anurag Gupta +91-9810332700

Ashwini Dewan +91-9810350527

Poonam Mehdiratta +91-9811577477

Contact

Venn Consulting GroupC-13, First floor, SDA commercial complexNew Delhi - 110016Phone: +91-11-41071111 Fax: +91-11-46219942email: info@venncg.com website: www.venncg.com