Industries
Professional Services
Finance, accounting and reporting support for professional services and financial-services firms.
- Case studies
- 18
- ERP / Digital Transformation
- 4
- FP&A / CFO Advisory
- 3
- Technical Accounting
- 7
- Training
- 4
18
Client engagements in Professional Services
Showing 18 of 18
Training
Alchemy Solutions
Professional ServicesTransformation
- Leadership wanted to build internal Ind AS capability rather than rely entirely on external advisors
- Contetra delivered focused training sessions covering key standards, judgements, and disclosure requirements
- Built a baseline of technical accounting knowledge within the internal finance team
Result: Internal capability elevated; team now better equipped to handle routine Ind AS matters independently
Technical Accounting
BOB Financial Solutions Limited
Financial Services / NBFCTransformation
- RBI and Ind AS 109 required a robust ECL model that the internal team lacked the expertise to build
- Contetra built the ECL computation model - stage classification, PD/LGD inputs, and scenario weighting
- Delivered an audit-ready ECL model with full methodology documentation and management overlay
Result: ECL model operational; provisioning compliant with Ind AS 109 and accepted by auditors without query
FP&A / CFO Advisory
BOB Financial Solutions Limited
Financial Services / NBFCTransformation
- Finance team relied on reactive reporting rather than forward-looking financial management
- Contetra shifted the team toward proactive planning - introducing rolling forecasts and scenario models
- Transformed finance from a reporting function into a business partner supporting strategy
Result: Forward-looking finance culture established; leadership now uses forecasts to guide decisions
Technical Accounting
Bobcard Limited
Financial Services / NBFCTransformation
- ECL provisioning was being computed without a validated model or documented methodology
- Contetra designed and validated the ECL model, incorporating regulatory guidance and portfolio data
- Created a robust, repeatable provisioning framework with clear assumptions and sensitivity analysis
Result: ECL framework embedded; provisioning now consistent, documented, and compliant each reporting period
Training
Cathay Pacific Airways Limited
AviationTransformation
- Finance team was attending generic training but needed content specific to their business and industry
- Contetra designed industry-relevant training covering the Ind AS and IFRS topics most applicable to the client
- Delivered targeted, practical training that resonated with the team's day-to-day accounting challenges
Result: Bespoke training completed; team feedback confirmed direct relevance to their actual reporting environment
ERP / Digital Transformation
Cfo Bridge Services Private Limited
Professional ServicesTransformation
- Business had no ERP foundation - finance and operations ran on disconnected spreadsheets and tools
- Contetra led full ERP implementation: requirements, BRD, CRP sessions, UAT, and go-live
- Delivered an integrated system covering finance, inventory, and operations with embedded controls
Result: ERP live and operational; business now runs on a unified platform with real-time financial visibility
ERP / Digital Transformation
Crescentia Strategists Inc
Professional ServicesTransformation
- As-is processes were misaligned to the ERP structure, causing workarounds and reporting gaps
- Contetra mapped existing workflows, identified gaps, and redesigned processes to fit ERP capabilities
- Bridged the gap between how the business operated and how the ERP was structured to work
Result: ERP-aligned process design completed; workarounds eliminated and reporting built on clean data flows
ERP / Digital Transformation
Godrej Finance Limited
Financial Services / NBFCTransformation
- Operational processes varied across departments with no standardisation prior to ERP rollout
- Contetra standardised processes across business units and documented ERP-ready workflows
- Delivered consistent, ERP-aligned operating procedures across finance and operations teams
Result: Process standardisation completed; ERP implementation proceeded on a clean, consistent foundation
Technical Accounting
Godrej Finance Limited
Financial Services / NBFCTransformation
- New transaction type required technical accounting treatment the finance team had not dealt with before
- Contetra researched the applicable standards and delivered a technical position paper with journal entries
- Equipped the finance team with a clear, auditor-ready accounting treatment for the transaction
Result: Accounting position established; transaction recorded correctly with supporting technical documentation
Technical Accounting
Godrej Housing Finance Limited
Financial Services / NBFCTransformation
- Financial statements were being prepared manually without a controlled, review-based process
- Contetra took end-to-end ownership of financial statement preparation under Ind AS / IFRS
- Delivered audit-ready statements with proper disclosures, schedules, and technical sign-off
Result: Statutory financials prepared on time and audit-ready; technical quality and disclosure standards met
FP&A / CFO Advisory
Godrej Housing Finance Limited
Financial Services / NBFCTransformation
- Growing company needed external financial planning expertise without a full-time CFO hire
- Contetra provided fractional FP&A support - covering forecasting, budget governance, and variance review
- Delivered CFO-quality financial oversight at a cost appropriate for the company's growth stage
Result: Finance function punched above its weight; planning and review rigour embedded without a full CFO hire
Training
Godrej Housing Finance Limited
Financial Services / NBFCTransformation
- Annual compliance training had become a tick-box exercise with limited lasting impact on the team
- Contetra redesigned the programme around case studies and practical workshops rather than passive delivery
- Improved knowledge retention by making sessions interactive, scenario-based, and directly applicable
Result: Training impact measurably improved; participants left with tools and frameworks they could use immediately
ERP / Digital Transformation
Godrej Housing Finance Limited
Financial Services / NBFCTransformation
- Finance processes were undocumented - no blueprint existed to configure or optimise the ERP
- Contetra ran process workshops, documented current-state workflows, and designed ERP-aligned future-state
- Produced a complete process and system blueprint covering all core finance and operational flows
Result: Process documentation delivered; ERP configuration grounded in real workflows, not generic templates
Technical Accounting
Kotak Securities Limited
Financial Services / NBFCTransformation
- Finance team needed practical guidance on implementing a new accounting standard across the business
- Contetra led the standard implementation - impact assessment, policy design, and transition adjustments
- Managed the full transition with minimal disruption to reporting and maximum auditor confidence
Result: New standard implemented cleanly; policy documented, adjustments processed, and auditors satisfied
Training
Paul Mason Consulting India Private Limited
Professional ServicesTransformation
- New regulatory requirements meant the team needed rapid upskilling before the next reporting deadline
- Contetra delivered an accelerated training programme focused on the new standard's practical requirements
- Prepared the team in time for the reporting deadline with no external advisory dependency needed
Result: Team ready for reporting deadline; regulatory training delivered on time and gap in capability closed
Technical Accounting
Practus Professional Services Private Limited
Professional ServicesTransformation
- Company was transitioning to Ind AS and needed technical guidance on first-time adoption choices
- Contetra advised on transition elections, computed opening balance sheet adjustments, and prepared disclosures
- Managed the Ind AS transition smoothly with documented accounting rationale for all key choices
Result: Ind AS transition completed; first-time adoption adjustments processed and disclosed correctly
FP&A / CFO Advisory
Scitara Technologies Private Limited
Financial Services / NBFCTransformation
- Growing company needed external financial planning expertise without a full-time CFO hire
- Contetra provided fractional FP&A support - covering forecasting, budget governance, and variance review
- Delivered CFO-quality financial oversight at a cost appropriate for the company's growth stage
Result: Finance function punched above its weight; planning and review rigour embedded without a full CFO hire
Technical Accounting
Scitara Technologies Private Limited
Financial Services / NBFCTransformation
- Business faced a complex accounting judgement with no clear precedent internally
- Contetra analysed the transaction, applied relevant Ind AS and IFRS standards, and issued a technical memo
- Provided a documented accounting position with supporting rationale for auditor review
Result: Technical accounting resolved with full documentation; auditor accepted the position without qualification

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