Finance Transformation & Operations
Finance Transformation
Finance transformation encompasses three phases covering maturity assessment, design, and implementation. Maturity assessment is a structured evaluation of the finance function of an organization focusing on six key pillars, namely, Target Operating Model (TOM), People, Process, Technology, Data, and Governance, to have a clear roadmap to transform the finance function.
Fragmented systems, manual processes, and limited integration hinder finance functions, resulting in inefficiencies and delays. Challenges such as misaligned organizational structures, delayed book closures, skill gaps, and weak data governance highlight the necessity for finance transformation.
How can we help?
Uniqus helps organizations assess their finance function’s maturity. Our agile approach provides timely, actionable insights to transform the finance function. Based on the insights, a design blueprint is developed, which is an enabler for implementation. Uniqus also partners with organizations to implement the design and end-to-end program management throughout the implementation lifecycle.
Finance Shared Services Advisory
Finance Shared Services Advisory focuses on advising finance organizations to evaluate, design, and implement a shared service operating model. It enables cost savings, scalability, and compliance through process automation, standardization, and centralized operations, enabling the finance team to focus on strategic business priorities.
Key Focus Themes
- Business case, site selection, and cost benefit analysis
- Service delivery model and Governance structure
- Process and Technology architecture
- Performance Monitoring (KPIs)
- AI deployment in finance operations
- Communication and Change management
- Transition models- (Lift shift and transform, Transform, Lift and shift etc)
- Shadow and Reverse Shadow
- Trainings and workshops
How can we help?
Uniqus helps finance organizations assess, design, and implement efficient finance shared services that help centralize processes, optimize costs, achieve standardization, and improve service delivery. Our approach focuses on streamlining operations, enhancing scalability, and driving consistency across the finance function. Uniqus also partners with organizations through end-to-end program management throughout the implementation lifecycle.
Quality Close
A well-executed financial close process ensures the accuracy, transparency, and integrity of financial statements. It helps businesses comply with regulations, improve decision-making, and enhance investor confidence. A quality close reduces financial closure cycle time, enhances accuracy and reliability, and strengthens reporting controls for more timely and trusted financial insights.
Key Focus Themes
- Automated reconciliations
- Standardized workflows
- Early cut-offs and reduction in manual JVs
- AI accelerators for automated journals and accruals
- Efficient Chart of accounts
- Connected systems and automation
- Smooth audit closure
How can we help?
Uniqus provides customized solutions to optimize, accelerate and transform your financial close process. Whether it is close calendar, automation, reconciliation, or compliance, we ensure that your organization achieves a seamless and high-quality financial close.
Finance and Performance Intelligence
Finance functions today are expected to do more than close the books and report the numbers. Business leaders need timely, reliable financial insight to plan, allocate capital, and respond to change. Yet many finance teams remain constrained by fragmented data, manual processes, and planning cycles that lag behind the pace of decisions. Finance Performance and Intelligence addresses this gap and is positioned to drive strategic decisions across the organization.
Key Focus Themes
Strategic Planning, budgeting, and Forecasting
- Long-range planning and target setting
- Annual operating plans and driver-based / zero-based budgeting
- Rolling forecasts, scenario and sensitivity modeling
Report and Analyze
- CFO, board and management reporting frameworks
- KPI design and benchmarking
- Variance, profitability and root-cause analysis
Consolidate
- Group, multi-entity and multi-currency consolidation
- Intercompany reconciliation and elimination
- Chart of accounts and hierarchy design
Transform and Operate
- FP&A operating model redesign and CoE setup
- Finance talent and capability build
- Managed EPM services
Technology and Implementation
- EPM platform selection and business case
- Tool Implementation and integration
- AI-powered forecasting and analytics
How can we help?
Uniqus works with finance teams to evaluate how effectively the finance function supports planning, performance management, and decision-making across the organization. We help identify where processes, data, and reporting structures are limiting the finance function’s ability to provide reliable, forward-looking insight and design a future state that addresses those gaps practically and sustainably.
Where technology is part of the solution, we support platform selection, process redesign, implementation, and integration across all major EPM tools. Our approach is platform-agnostic and tailored to the organization’s structure, scale, and priorities, not driven by any one vendor. The goal is a finance function that generates consistent, decision-grade insight and operates as a genuine strategic partner to the business.
Finance Data Intelligence
Finance as a Managed Service (FAMS)
Finance as a Managed Service (FAMS) – End-to-end finance function and compliance management of legal entities (including SPVs) on an outsourced basis, Specific finance function activities on an outsourced basis, i.e., statutory financial reporting, fund reporting, financial consolidation, etc.
Key Focus Themes
- Financial Reporting (including financial statements preparation and Audit support)
- Fund accounting and reporting
- End to End Finance function set-up and management for GCCs, SPVs backed by investors and family offices
How can we help?
Uniqus helps you set up and manage your finance operations or specific finance processes end-to-end, from transaction processing and compliance to reporting, ensuring smooth operations. Leveraging our off-shore talent pool, we are able to provide significant cost efficiencies along with timely and quality delivery.
Learning and Knowledge Management
Why Us?
Our deep expertise
Our leaders in the Finance Transformation and Operations practice bring deep, global expertise across the finance transformation agenda. Shashikant Shenoy brings over two decades of experience across finance operations reengineering, F&A shared services, digital controllership, automation, analytics, and process optimization. Anthony Vitale brings over 25 years of experience advising clients on finance strategy, operating model design (including GBS and shared services), and technology-enabled process optimization. Vijay Sampathkumar brings over 20 years of experience in enterprise performance management and finance technology transformation. Anubhav Srivastava brings over two decades of experience in AI, data and analytics, and enterprise technology innovation.
Deep and diverse talent pool and globally integrated delivery model
As a company specializing in providing consulting services to finance functions, we are a hotbed for high-quality talent in this area. Our leadership team is supported by more than 300 professionals who bring substantial expertise across finance operations and transformation, finance technology, accounting advisory, audit, governance, risk, and compliance. Due to our global organization structure, our talent pool is fully integrated, collaborating seamlessly across our key markets of the USA, India, and the Middle East. Leveraging our offshore talent pool, combined with substantial onsite presence, we deliver significant cost efficiencies while maintaining timely, high quality delivery.
Integration of Operational and Technology (OpTech) capabilities
Our unique model combines cross-functional teams trained in finance operations and enabling technologies. These OpTech teams combine deep process knowledge with hands-on expertise in automation, data architecture, systems implementation, and reporting platforms. Whether the goal is to standardize processes, embed internal controls, streamline reconciliations, or modernize the close process, our integrated teams ensure transformation is strategically aligned and operationally sustainable. This cohesive model minimizes silos, accelerates implementation timelines, and enhances adoption across the organization.
Agility and responsiveness
Our team embodies the essence of agility and responsiveness, fostering a dynamic environment where adaptability and quick responses to new technologies, including AI, are integral to our operations. From process mining to workflow automation and cloud-native implementations, we deliver scalable and intelligent digital finance operating models that are built to evolve with the organization. Our agility and responsiveness is enhanced by a high degree of partner/director involvement on projects.
AI-first approach
Our teams have built AI use cases across finance processes. Our strategic partnerships with AI-enabled platforms for finance transformation, coupled with significant investments in our proprietary AI UniVerse platform and related native use-case development, enable us to adopt an AI-first approach to address clients’ transformational needs. We have built a strong AI partner ecosystem to holistically serve our clients.
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