From Fragmented Finances to a Trusted Seat at the Leadership Table
How CFOSME helped Momentum India build a full financial MIS and became an embedded part of its leadership team.
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CLIENT Momentum India |
LOCATION New Delhi |
ENGAGED Mid-2017 |
SERVICE InsightTrack Services |
The Challenge
Momentum India was a startup experiencing steady year-on-year growth, but that growth spanned multiple sectors and service lines. As the business scaled, its leadership found it increasingly difficult to bifurcate, analyze, manage, and understand its own financials. Hiring a full-time CFO to bring order to this complexity wasn't a realistic option for a company at this stage.
The Approach
CFOSME stepped in as Momentum India's outsourced finance partner. The engagement started at the ground level: CFOSME customized the company's billing and invoicing processes to match its multi-sector structure, and directly trained the internal accounts team on the new systems - building financial discipline into day-to-day operations rather than layering reporting on top of an unchanged process.
The Result
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Within three months, Momentum India had a fully analyzed MIS covering all of its services and sectors.
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The accounts team was equipped to sustain accurate, structured financial reporting going forward.
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CFOSME's lead consultant, Sachin, moved from external service provider to an indispensable member of Momentum India's leadership team - critically involved in the company's business decisions.
“CFOSME customized our billing and invoicing, whilst training our accounts team in such a way that within the next 3 months we had a fully analysed MIS for all our services. Sachin, who came in as a service provider to Momentum, has now become an indispensable part of Momentum's leadership team and is critically involved in all our business decisions.”
- Rohan Oberoi, Co-Founder & CEO, Momentum India, New Delhi
Why It Worked
CFOSME didn't just deliver reports - it rebuilt the financial infrastructure underneath Momentum India's growth and transferred the capability to the client's own team. That combination of hands-on system design, staff training, and ongoing strategic involvement is what turned a short-term engagement into a long-term seat at the leadership table.
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