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Services
- Designing and implementing financial strategies aligned with business goals.
- Budgeting and forecasting (cash flow, profit & loss, balance sheet).
- Business plan development and financial modeling.
- Evaluating growth opportunities, expansions, or new ventures.
- Preparation and review of management reports (MIS).
- Monthly/quarterly financial statements and performance reports.
- Variance analysis with actionable recommendations.
- KPI tracking and dashboard creation.
- Cash flow monitoring and forecasting.
- Optimization of working capital cycles.
- Designing credit policies and vendor payment strategies.
- Liquidity planning and fund utilization management.
- Ensuring compliance with Income Tax, GST, Companies Act, FEMA and other regulations.
- Managing audits (internal/statutory) and regulatory filings.
- Identifying and mitigating financial risks.
- Preparing pitch decks and financials for investors.
- Valuation support and deal structuring.
- Liaison with banks, VCs, angel investors, etc.
- Managing due diligence processes.
- Identifying cost-saving opportunities.
- Margin analysis and pricing strategies.
- Setting up internal financial controls and SOPs.
- Advising on ERP/accounting software implementation (e.g., Tally, Busy, QuickBooks, SAP).
- Automating financial processes and reporting.
- Integrating systems across departments for better data flow.
- Board meeting participation as a financial advisor.
- Supporting decision-making with financial insights.
- Succession planning, M&A advisory, exit strategy planning.
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