CFO Services

Your strategic partner for financial leadership.

In today’s competitive, capital-intensive and data-driven world, Financial Leadership goes far beyond accounting and compliance. Businesses need a strategic financial partner who can drive Clarity, shape Strategy, ensure Scalability and deliver Confidence to stakeholders.

At S N Banerjea & Co, our CFO Services are crafted to empower growing businesses with world-class financial oversight — without the cost or constraints of a full-time CFO. Whether you're a startup preparing for your next funding round or an established enterprise looking to scale with control, we bring the insight, structure, and foresight needed to guide your financial journey.

We don’t just manage numbers—we create Visibility, Accountability and Value.

• Budgeting and Forecasting We develop flexible and realistic budgets aligned with your business strategy. Our forecasting models simulate various business scenarios for proactive planning, financial discipline and timely course corrections.
• Cash Flow Management We monitor inflows and outflows to ensure liquidity, solvency, and operational continuity. Our team builds models to manage working capital cycles and prevent month-end cash crunches.
• Cost Optimisation We analyse your cost structure to identify inefficiencies and eliminate waste. Through process redesign, spend analysis, and strategic sourcing, we improve profitability.
• Financial Planning & Analysis (FP&A) We provide in-depth financial insights through variance analysis, projections, and trends. Our reports support strategic decisions, funding readiness, and operational efficiency.
• MIS Reporting We build customized Management Information Systems that deliver actionable data. From dashboards to performance scorecards, we automate reporting for better governance..
• Virtual CFO Services We act as your outsourced CFO—bringing strategic financial expertise without full-time cost. From investor interaction to compliance, we manage the finance function end-to-end.
• Fractional CFO Your business may not require a full-time CFO but still be in need of strategic financial expertise, our Fractional CFO services offer the perfect balance. You gain access to seasoned financial leadership on a part-time or project basis — enabling informed decision-making, investor confidence, and financial discipline without the long-term commitment.
• Fund Raising (Debt Syndication and Debt Financing) We help your business access the right mix of funding through debt syndication and structured debt financing. From preparing investor-ready documents and financial models to liaising with banks and NBFCs, we ensure cost-effective, timely capital infusion aligned with your growth and repayment capacity.
• SME IPO We at SNB, guide small and mid-sized enterprises through the entire SME IPO journey — from IPO Readiness Assessment and regulatory compliance to prospectus preparation and coordination with merchant bankers. Our expertise ensures your listing process is smooth, compliant, and positioned for investor success.
• Revenue Enhancement We identify untapped revenue streams, improve pricing strategies, and optimize customer retention to drive sustainable revenue growth. Through financial analytics and performance benchmarking, we work with your team to develop actionable plans that boost top-line performance.
• Robust Cash Flow Ensuring robust cash flow is critical for operational continuity, growth, and debt servicing. We implement cash forecasting models, optimize receivable cycles, and control disbursements to strengthen your liquidity and prevent business disruptions.
• Increase in Margins Higher margins are essential for long-term profitability and competitiveness. We drive margin expansion by reviewing cost structures, improving productivity, reworking pricing models, and enhancing financial efficiency through performance levers.
• Enabling Decision-Making Using Data Visualization and Interactive Dashboards We design real-time, interactive dashboards using tools like Power BI and Tableau to turn raw financial data into actionable insights. These visualizations empower leadership teams to make faster, smarter, and data-backed business decisions.
• Financial Controlling Our financial controlling services ensure disciplined financial operations, adherence to budgets, timely closings, and rigorous cost tracking. We serve as your internal watchdog—ensuring that financial plans are followed and deviations are quickly corrected.
• GAAP Compliances We help you navigate Indian GAAP, IND AS, and IFRS requirements with accuracy and transparency. From accounting policy advisory to audit readiness, our services ensure full compliance with evolving financial reporting frameworks.
• Statutory Compliance Our team ensures seamless compliance with statutory requirements including Companies Act, Income Tax, GST, PF/ESI, FEMA, and other applicable laws. With timely filings and audit preparedness, we help mitigate regulatory risk and maintain stakeholder confidence.
• Finance Operations including P2P, O2C, R2R We manage end-to-end finance operations such as Procure-to-Pay (P2P), Order-to-Cash (O2C), and Record-to-Report (R2R), bringing efficiency, accuracy, and automation. This streamlines your back office, reduces overhead, and ensures financial process excellence.