Identify the Gaps Slowing Your Finance Function
Benchmark your finance operating model across people, process, technology, data, and governance. Uncover where fragmented systems, manual workflows, and reporting delays are limiting speed, control, and decision confidence.
Key Focus Areas
- Assess finance maturity and operating model gaps
- Identify close, reporting and control bottlenecks
- Evaluate automation, ERP and AI readiness
- Prioritize a practical transformation roadmap
Request a Finance Transformation Assessment
Get a focused review of where your finance function stands today and where transformation can create themost value.
Our Practice
Technology is transforming the finance function across organizations, offering unprecedented opportunities to optimize processes, enhance data governance, and drive digital innovation. However, this transformation also presents challenges such as fragmented systems, complex data management, and evolving risks associated with emerging technologies such as generative and agentic AI.
Our practice works closely with finance teams on comprehensive transformation initiatives, including maturity assessments, target operating model design, process improvements, financial close optimization, shared services, finance performance, data intelligence, digital finance, data governance, outsourced managed services, learning and development, and knowledge management.
Guided by our vision to build world-class finance organizations, we combine deep functional expertise with agile methodologies, tools, and accelerators tailored to your specific requirements, enabling the finance function to become an effective business enabler powered by skills, efficient processes, strong controls, and advanced technology.
Maturity Assessments
Target Operating Model Design
Process Improvements
Financial Close Optimization
Shared Services
Finance Performance
Data Intelligence
Digital Finance
Data Governance
Outsourced Managed Services
Learning and Development
Knowledge Management
How We Can Help
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.
Finance Transformation
Finance transformation encompasses three phases covering maturity assessment, design, and implementation. Maturity assessment is a structured evaluation of the finance function focusing on six key pillars — target operating model (TOM), people, process, technology, data, and governance — to have a clear roadmap to transform the finance function.
A target operating model (TOM) is a blueprint for a finance organization structure designed to operate in the future and achieve the organization’s strategic goals. By enabling a streamlined, business-aligned organizational design, it addresses decentralized finance teams, misaligned structures, and unclear roles, with future TOMs comprising a combination of humans and agents working in tandem.
Key Focus Themes
In-source vs outsourcing
RACI matrix
Centralization vs decentralization
Alignment with business model, strategy, and vision
FTE sizing
How Can We Help
Uniqus can help organizations evaluate their current operating model through comprehensive assessment of the structure and design future TOM based on rational assessment and benchmarking insights.
Process transformation involves fundamentally rethinking and redesigning finance processes to enhance efficiency, optimize costs, and drive automation and innovation. By leveraging digital solutions, it minimizes manual efforts, supports scalability, optimizes workflows, and improves decision-making, contributing to long-term competitive advantage.
Key Focus Themes
Order to cash (O2C)
Procure to pay (P2P)
Record to report (R2R)
Acquire to dispose (Capex)
Working capital management
Governance, risk and compliance (GRC)
Hire to retire (H2R)
Financial planning and analysis (FP&A)
Treasury
How Can We Help
Uniqus can help re-engineer processes by identifying inefficiencies, streamlining workflows, and implementing best practices to minimize errors and enhance efficiency. Our approach leverages automation and digital solutions including AI to drive operational efficiency, ensuring long-term savings. Uniqus also partners with organizations to implement re-engineered processes and end-to-end project management.
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
AI accelerators for automated journals and accruals
How Can We Help
Uniqus can help re-engineer processes by identifying inefficiencies, streamlining workflows, and implementing best practices to minimize errors and enhance efficiency. Our approach leverages automation and digital solutions including AI to drive operational efficiency, ensuring long-term savings. Uniqus also partners with organizations to implement re-engineered processes and end-to-end project management.
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. Finance Performance and Intelligence addresses this gap combining EPM transformation, AI-enabled planning, and performance advisory to build a finance function that is structured, forward-looking, and positioned to drive strategic decisions across the organization.
Strategic Planning, Budgeting, and Forecasting
Long-range planning and target setting
Annual operating plan design
Driver-based budgeting
Rolling forecast frameworks
Scenario and sensitivity modeling
Zero-based budgeting advisory
Report and Analyze
CFO and board reporting design
Management and financial reporting frameworks
KPI design and benchmarking
Variance and root-cause analysis
Profitability and cost analysis
Integrated ESG and financial reporting
Consolidate
Group consolidation design and implementation
Intercompany reconciliation and elimination
Multi-entity and multi-currency consolidation
Trainings and workshops
Strategic Planning, Budgeting, and Forecasting
FP&A operating model redesign
Finance talent and capability build
Center of excellence setup
EPM platform selection and implementation
ERP-to-EPM 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.
Finance Data Intelligence
Finance transformation encompasses three phases covering maturity assessment, design, and implementation. Maturity assessment is a structured evaluation of the finance function focusing on six key pillars — target operating model (TOM), people, process, technology, data, and governance — to have a clear roadmap to transform the finance function.
In any organization, it is crucial to maintain the integrity of data used to generate information for reporting and decision-making. Building a sustainable data governance model is imperative for organizations to leverage data efficiently. It ensures accurate, standardized, and consistent information by eliminating duplications, enabling a 360-degree view, and improving the reporting reliability.
Key Focus Themes
Centralized data management and governance framework
Data cleansing and migration
Centralized data lake and analytics architecture design
Data integration
Reporting rationalization and standardization
How Can We Help
Uniqus helps organizations to strengthen data governance and improve data management through robust data management framework, tools, and metrics. Our approach ensures compliance, enhances transparency, and aligns financial outcomes with strategic business goals. Data management framework covers all aspects of lifecycle of enterprise data management (Master data, Transactional Data, Reports, and Meta data).
The rapid evolution of digital technologies is reshaping the way organizations manage their finance function. Digital finance is not just about automating traditional processes but about creating new and more efficient ways of delivering disruptive technology services. Our cross-functional teams are working on several initiatives to identify Finance operations AI use cases, POCs, and AI solutions that enable real-time reporting and accurate insights, acting as strategic AI agents while driving a lean, efficient, and future-ready finance function.
Key Focus Themes
Finance technology architecture
ERP upgrade and optimal use of core ERP
Automation of upstream and downstream activities around ERP
Tools and accelerators and optimal use of existing technology stack
Seamless integration between systems
Unified data lake and real-time data visualization
Leveraging AI in finance operations through use case assessment, PoC, and implementation
Empowering CXO suites with AI powering finance operations
How Can We Help
Uniqus can help organizations transform their finance function through digital technologies, automating processes, improving accuracy, and enhancing real-time decision-making. Our approach helps identify cutting-edge solutions with a focus on AI-driven tech, cloud platforms, and data analytics, enabling smarter, faster, and more agile finance operations. Support in implementation and optimization of digital tools including Blackline, Anaplan, Board, Tableau, Power BI, FIS, HighRadius, e-invoicing systems, ERP, and AI-enabled tools.
Usage of AI in finance operations is transforming the way organizations manage, analyze, and act upon financial data. AI in finance is not limited to automating repetitive tasks but is focused on leveraging advanced algorithms to unlock deeper insights, predict outcomes, and enable agile decision-making. Our cross-functional teams are actively engaged in exploring diverse AI use cases within finance operations, developing Proofs of Concept (PoCs), and providing end-to-end implementation support to accelerate adoption.
Key Focus Themes
End-to-end assessment of AI use cases in finance
Development of PoCs and AI prototypes for validation
Implementation support for AI-enabled finance operations
AI-enabled finance bots, advanced e-invoicing, and anomaly detection engines
Reconciliations and forecasting accelerators
Finance data lake creation and advanced analytics integration
Seamless cross-platform integration of AI solutions with ERP and finance systems
Enhanced real-time dashboards and predictive insights for CFO suites
How Can We Help
Uniqus supports organizations in identifying, experimenting, and scaling AI-driven finance operations. Our expertise spans AI-powered tools, intelligent process automation, data analytics, and cloud-based finance platforms. We serve our clients by combining our AI talent pool, functional domain expertise, proprietary accelerators, and partnerships with niche AI-native companies globally.
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-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
Learning and Development
Continuous learning and development help finance professionals develop the skills, knowledge, tools, and strategic mindset needed to build the finance function of the future.
Practical insightful trainings
Online and in-person training programs
Case-study based learning
Knowledge Management
Knowledge management (KM) is the process of capturing, organizing, storing, sharing, and effectively using knowledge within an organization to improve decision-making, innovation, and efficiency.
Comprehensive content portal designed specifically for finance professionals
AI-powered chatbot to assist with training material
Consultation portal for expert guidance and access to relevant reference sources
Centralized repository for policies and procedures
Regular updates, tools, notifications, and customizable templates
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, having led large-scale finance transformation and performance improvement programs end-to-end.
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.
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.
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 native use-case development and deployment, enable us to adopt an AI-first approach to address clients' transformational needs.
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.
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