Second lead capability

CFO & Finance Transformation

Strategic financial leadership without the full-time overhead — virtual CFO, controllership and finance transformation.

1Service proposition

Growing businesses often need CFO-level judgement before they need a full-time CFO. TAG bridges management vision and financial implementation: oversight, reporting discipline, forecasting and finance-process improvement, delivered by partners with senior controllership experience in large listed and multinational organisations.

2Business situations that trigger the need

You need financial leadership but not a full-time CFO
The monthly close is slow, manual or unreliable
Investors and lenders need credible reporting and forecasts
A funding round or transaction requires finance readiness
Finance processes and controls need to scale with the business
ERP implementation or automation is on the agenda

3Who this service is for

Founders and boards scaling without a full finance function
Businesses preparing for investment or a transaction
Groups needing consolidation and management reporting discipline
Finance teams needing capability and process uplift

4Detailed scope of assistance

CFO & controllership

Virtual and fractional CFO services
Finance controllership
Board and investor reporting

Accounting & close

Accounting and bookkeeping
Monthly and annual financial close
Consolidation and group reporting
Transaction accounting
Post-acquisition finance integration

Planning & analysis

MIS and management reporting
Budgeting and forecasting
Financial planning and analysis (FP&A)
Cash-flow and working-capital management

Reporting & standards

Ind AS, IFRS and accounting advisory
Accounting policy development
Audit preparedness and coordination

Transformation

ERP implementation and finance automation
Shared-service and finance-process design
Finance-team structuring

5Engagement approach & phases

Assess

Diagnose the finance function, close cycle, controls and reporting maturity.

Stabilise

Fix the close, MIS and controls; establish reliable reporting.

Optimise

Automate, redesign processes and build the right finance operating model.

Lead

Provide ongoing CFO oversight, board reporting and decision support.

6Typical deliverables

Board and investor reporting packs

Reliable monthly close and MIS

Budgets, forecasts and cash-flow models

Consolidated and Ind AS financials

Finance process/SOP redesign

ERP and automation roadmaps

7Relevant industries

InfrastructureRenewable energyEngineering & EPCAutomotiveManufacturingTechnology & IT/ITeSLogisticsReal estateHospitalityHealthcare & pharmaFMCG & retailOil & gasAviationStart-ups & e-commerce

8Selected experience & credentials

Led by Gaurav Sharma, whose finance-leadership career spans financial controllership for European infrastructure & energy MNCs and regional finance and tax leadership across India and APAC — building governance frameworks across 30+ entities and managing teams of 20+. Supported by partners with senior controllership in leading British companies and Fortune 100 global technology groups — including close-cycle reduction, 50%+ reduction in manual journals, SAP S/4HANA implementation, group consolidation across 100+ subsidiaries, and audit-ready reporting.

Selected clients

kindlife