Virtual CFO & Managed Finance Desk

Many foreign companies running an India operation need senior financial oversight long before they can justify a full-time CFO on the ground. Our managed finance desk provides that layer — disciplined review, forward-looking planning and clean reporting — so your leadership sees India clearly from anywhere in the world.

CFO-level review & monthly finance review

At the heart of the engagement is a structured monthly finance review. We examine the numbers behind the accounts, surface variances and trends, and translate them into decisions for your management and board. This is a review function, not just a reporting function — the point is to act on what the data shows.

• Monthly finance review and CFO-level commentary
• Business performance review against plan
• KPI dashboards tailored to your group
• Working capital review
• Variance analysis and trend monitoring
• Action tracking and follow-through

MIS, budgeting & forecasting

We build the management information that leadership actually uses — clear MIS packs, annual and rolling budgets, and forecasts that connect the operating plan to expected cash and profit. As actuals come in, we refresh forecasts so your view of the year ahead stays current rather than going stale after the budget is set.

• Monthly MIS packs and management reporting
• Annual and rolling budgets
• Profit and cash forecasting
• Scenario and sensitivity views
• Budget-versus-actual reporting
• KPI dashboard design and maintenance

Cash flow & working capital

Cash discipline is where India operations most often need support. We monitor cash flow, review working capital — receivables, payables and inventory — and flag funding needs early so intercompany funding, drawdowns or collections can be arranged in good time, subject to applicable law and professional review.

Board reporting & investor reporting

We prepare board and investor reporting in formats your stakeholders expect, on your reporting calendar. For group-owned subsidiaries this means a consistent India pack that rolls up cleanly into parent and group reporting; for investor-backed businesses it means timely, credible updates that stand up to scrutiny.

• Board reporting packs and commentary
• Investor reporting and updates
• Group / parent reporting alignment
• Reporting-calendar management

Internal control review & finance process setup

We review internal controls, design or tighten finance processes, and set up the approval, segregation and documentation routines that protect the business. For new or scaling operations we put the finance process framework in place; for established ones we review and strengthen what already exists.

• Internal control review and recommendations
• Finance process setup and documentation
• Approval matrices and segregation of duties
• Accounting team supervision and oversight
• Audit support and coordination
• Cost control for factory and operations

What an engagement typically includes

Scope is tailored, but most engagements draw from a consistent menu of deliverables across review, planning, reporting and controls:

Who this is for

The managed finance desk suits foreign companies whose India entity has outgrown basic bookkeeping but does not yet warrant a full-time CFO — group subsidiaries, investor-backed ventures and manufacturing operations that need senior financial oversight, clean reporting and a steady hand on cash and controls. It also pairs naturally with our first-year operations support as a bridge until your internal finance leadership is in place.