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 Services
Transformation
  • 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 / NBFC
Transformation
  • 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 / NBFC
Transformation
  • 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 / NBFC
Transformation
  • 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

Aviation
Transformation
  • 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 Services
Transformation
  • 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 Services
Transformation
  • 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 / NBFC
Transformation
  • 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 / NBFC
Transformation
  • 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 / NBFC
Transformation
  • 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 / NBFC
Transformation
  • 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 / NBFC
Transformation
  • 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 / NBFC
Transformation
  • 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 / NBFC
Transformation
  • 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 Services
Transformation
  • 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 Services
Transformation
  • 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 / NBFC
Transformation
  • 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 / NBFC
Transformation
  • 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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