Finance for the Future Business Partner_Shreesh Garg
1. Shreesh Garg
Business Partner Commercial & Finance
Candidate for Finance Business Partner
(Finance for Future)
May, 2016
Mumbai, India
2. “It is normal to think that my career will be
linear, always a step forward”
“But straight roads are not always easy. In my career, I’ve experienced
challenges flowing with high current breaking the road ahead. I still have
bridge carved for continuing to explore new areas of business and stretching
myself. Let me get into specifics.”
3. Keeping track
of Business
Proposal
Analysis
Formulating
Contracts
Negotiations Audits
Ready to take on a new challenge
Business
Support
Services
Aligning with
other
Branches
• Client
• Vendor
• SOX
• Statutory
• Internal
Financial
Acumen
•Profitability
•Project
tracking
•Variance
analysis
•Leakages
•WPP
standards
•Minimizing
business risk
•Limitation of
liabilities
•Margins
•Analyze
previous
results
•Cost control
opportunities
•Company
business
strategies
•Understand
competition
•Targets and
revenue
•Weekly sales
meetings
• New leases
• Office built
out and
maintenance
• Negotiating
with
contractors
(Mumbai &
Gurgaon)
• Cost control
• Review
contracts
• Offline
support
4. Business Partnering…
Project: Progress and Universal
Client: Uninor
Total Value: INR 7.5 Crores
Deal Term: 3 years
The client had moved 1st RFP via bid for a brand track valuing INR 5.5cr (3 year term).
• We wanted to make entry into this client
• It was a long-term deal
• Committed revenue of annually INR 1.8 crores for next 3 years
Situation:
Approach:
Understanding the Client: Did series of meetings with the client at their office to understand
their perspective and requirements meeting with procurement & Finance.
Researching the Client: I enquired from external sources how the earlier agency who worked
fared and what were the projects handled by them
Setting the objective: How to provide the best cost structures we are on the way to winning
and at the same time not go below certain level
Collaborating with TNS Research team: Worked with TNS teams in costing on 1st project
after giving deep thoughts especially on travel & allowances for interviewers on maintaining our
margins.
Note: I got an Impression/whisper that client had lined up a similar RFP for another track for its
retailer and that they were more comfortable working with the same agency who gets the 1st RFP.
5. Business Partnering…
Project: Progress and Universal
Client: Uninor
Total Value: INR 7.5 Crores
Deal Term: 3 years
Result:
• With a structured approach and understanding of key indicators, We were able to win this RFP
• Six months down the line, the 2nd RFP also got floated ( for same locations) and I had costs for that
almost ready and we won this one also as planned.
• We were able to save upon initial set up cost significantly and use the same moderators/ freelancers
who worked on 1st project and thereby saved considerably in travelling and allowance.
Next Steps:
Now we have a 3rd RFP coming from them for Mystery shopping (almost similar location) & I am
working with team on how to get the best out of it.
Take Away:
• We need to be always watchful what all we can gather from client
discussion
• The essence and substance of two studies were similar and hence we
need to think differently more so when the projects are being bid.
6. Hitting the Ground…
Influence & Impact
o Worked closely with interior designers and contractors for new office premises
appreciated by one and all
Intensity & High Stamina
o Managed two SOX audits without any significant issues
Insights & Activation
o Familiar with other functions like surveys/study and provide as much support
Business Effectiveness
o Dealt with legal teams of clients in multiple countries
People Development
o Mentored executives at other branches
Key Achievements