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 establish a clear roadmap for transformation. 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 further highlight the necessity for finance transformation.
Uniqus helps organizations assess their finance function’s maturity. Our agile approach provides timely, actionable insights that form the foundation for transformation. Based on these insights, a design blueprint is developed, which acts as an enabler for implementation. Uniqus also partners with organizations to implement the design and drive 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)
- Communication and Change management
- Transition models- (Lift shift & transform, Transform, Lift & 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
- 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.
Re-imagining FP&A
Finance organizations need agility, accuracy, and an accurate planning, forecasting, and budgeting process to drive strategic decision-making. Traditional FP&A processes often rely on outdated models and spreadsheets, leading to inefficiencies, inaccurate forecasts, and missed opportunities. Whereas, FP&A transformation empowers businesses with the latest financial models, enhanced analytics, automation, and real-time insights, ensuring a competitive edge.
Key Focus Themes
- Automated data collection and analytics
- Re-design of financial models
- 360 degree view of Finance data
- Real-time and predictive analytics leveraging AI
- End to End Automation of FP&A
- Smooth audit closure
How can we help?
Uniqus can help finance organizations to assess current state of FP&A function, design and implement integrated and automated business planning to enhance budgeting, financial analysis, management reporting, and variance analysis—tailoring solutions to fit your unique needs.
Equipped with cutting-edge tools and resources, we enable to deliver real-time insights & dashboarding, data-driven interpretations, and the ability to manage key financial indicators, empowering you to make smarter, faster decisions.
Outsourced Finance Managed Services
In recent times, companies increasingly prefer to outsource non-core finance function processes to an external service provider, enabling businesses to focus on core business functions and improve overall efficiencies. This strategy results in shifting management bandwidth into strategic value-adding activities and, at the same time, provides finance organizations with ready access to top talent without maintaining an in-house finance team.
Outsourcing finance functions enables cost efficiency, scalability, and faster, more accurate financial processes, driven by expert support, standardized workflows, and efficient financial processes due to real-time data access.
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-toend, 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.
Data and Technology
People
Why Us?
Our deep expertise
Jamil Khatri and Sandip Khetan, our co-founders, have played a pivotal role in shaping the finance function consulting industry in India and globally. They have more than 25 years of experience each, partnering with diverse businesses worldwide, on their accounting, reporting, compliance, and finance function transformation journeys. Shashikant Shenoy, who leads our Finance Operations & Transformation practice, has over two decades of deep domain experience. His experience covers a comprehensive suite of transformation initiatives, including finance operations reengineering, F&A shared services, digital controllership, automation and analytics and process optimization.
Deep and diverse talent pool & 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.
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. Through our strategic partnerships with AI-enabled platforms such as Numeric, and Anecdotes, we enable clients to unlock automation, real-time visibility, cognitive controls, and data integrity across the finance value chain.
Agility & 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.
Driving Change: Client Success Stories
Transaction Accounting Advisory to Streamline Post-Acquisition Financial and Regulatory Reporting
SPAC listing of a development stage company
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