Finance Leadership Built Through Execution.
25+ years across finance, capital, technology, controls and people
Yogendra P Sharma partners with Indian SMEs and Indian subsidiaries of global companies to turn reliable accounting, decision-ready information and disciplined execution into scalable business performance.
Yogendra P Sharma — Strategic Finance & Transformation Leader
A CFO Perspective With Hands-On Operating Depth
Yogendra brings a 360-degree understanding of the financial and back-of-house functions that sustain an organisation. His work spans disciplined accounting, FP&A, fundraising, banking, ERP transformation, compliance, commercial controls, institutional liaison and leadership development.
His approach begins with dependable books and well-governed processes. Accurate day-to-day recording, controlled month close, reconciliations, accruals and provisions create the trustworthy information required by management, investors, lenders, boards and regulators.
Strategy is then translated into systems, ownership and measurable execution—not left as a recommendation deck.
Clarity in Numbers. Accountability in Execution.
Strengthen accounting discipline and month-close quality before relying on MIS, forecasts or strategic models.
Align finance, operations, people, technology, controls and external stakeholders around common outcomes.
Transfer knowledge, create accountable managers and build leaders who sustain improvement after the engagement.
One Financial Perspective Across Six Critical Dimensions
Senior judgement supported by practical execution across the complete finance transformation agenda.
FP&A and Management Insight
Accounting foundations, month close, MIS, AOP, budgets, forecasts, five-year plans, profitability and decision support.
Fundraising and Banking
Debt, working capital, project finance, PE, M&A and JV support—from financial story and documentation to negotiation.
AI–ERP–SaaS Transformation
Process design, controls, data migration, integrations, change management, training, go-live and decision-ready reporting.
Compliance and Risk
GST, income tax/TDS, internal audit, SOP compliance and labour-law processes, with professional coordination where required.
Human Capital Development
Identify and recruit executives, train them as managers and develop them into leaders who strengthen backbone functions.
Institutional Liaison
Structured engagement with banks, investors, auditors, authorities and practising professionals through credible information and follow-through.
From Accounting Foundations to Enterprise Leadership
An independent advisory profile shaped by experience across audit, operating finance, CFO leadership and transformation.
Audit and Tax Foundations
Corporate and bank audits, taxation, assessments, appeals, documentation and financial discipline.
Accounting and Finance Operations
HO and branch accounting, payables, MIS, budgeting, cash flow, banking and end-to-end finance processes.
CFO and Consulting Leadership
FP&A, PE and M&A relations, fundraising, contracts, commercial governance, ERP and fractional-CFO responsibilities.
CFO, Virtual CFO & Transformation Leadership
CFO and Virtual CFO leadership across FP&A, accounting, fundraising, banking, ERP, compliance, commercial governance, HCM and institutional liaison—combining strategic judgement, change management and hands-on execution.
Experience Translated Into Business Outcomes
Month-Close Transformation
Strengthened accounting, reconciliations and reporting disciplines to create faster, dependable and decision-ready monthly information.
Working-Capital Improvement
Improved receivables visibility, ownership, collection quality and cash conversion through disciplined operating reviews.
Capital and Lender Engagement
Prepared credible financial narratives and coordinated institutional engagement across working capital, debt and growth funding.
Revenue Recovery
Advanced difficult receivables through focused stakeholder engagement, structured follow-through and high-impact negotiations.
Profitability Improvement
Supported margin and EBITDA improvement through operating discipline, indirect-cost review and stronger commercial controls.
Finance Leadership Development
Built stronger functional ownership, managerial accountability and succession capability across finance and backbone functions.
Credentials & Technology Exposure
Professional learning strengthened through extensive operating, transformation and systems experience.
Education
- MBA — 2014
- CA Intermediate — 1999
- Bachelor of Commerce — 1996
Technology and ERP
Specialist Insight With One Point of Strategic Accountability
A multidisciplinary ecosystem connecting strategic finance, capital, technology, compliance, human capital and institutional coordination—personally directed around the organisation’s priorities.
Frequently Asked Questions
Which organisations does the advisory primarily serve?
Indian SMEs, growth companies and Indian subsidiaries of global companies seeking senior finance, transformation and execution support.
Is this strategic advice or hands-on execution?
Both. The engagement connects senior judgement with process design, documentation, stakeholder coordination, implementation and review.
Does the advisory replace legal or practising professionals?
No. Legal opinions, certifications and reserved professional services remain with suitable legal and practising professionals. The advisory supports finance-data readiness, documentation, coordination and execution.
Can assignments cover more than one service area?
Yes. Many business challenges cross accounting, FP&A, ERP, compliance, capital and people. Engagements can be integrated around the organisation’s priorities.
Bring Senior Financial Judgement Into Your Next Stage of Growth
Strengthen the numbers, systems, people and decisions behind performance.