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
Get a focused review of where your finance function stands today and where transformation can create the most value.
Please fill in all fields.
Thank you. A member of our team will be in touch shortly.
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.
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.
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.
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.
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.
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 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.
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.
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.
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 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.
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.
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.
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 function teams are working on several initiatives to identify Finance operations AI use cases, POCs and AI solutions that enables real-time reporting and accurate insights, acting as a strategic AI agents while driving a lean, efficient, and future-ready finance function.
Uniqus can help organizations transform their finance function through digital technologies, automating processes, improving accuracy, and enhancing real-time decision-making. Our approach helps us to 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 – Blackline, Anaplan, Board, Tableau, Power BI, FIS, Highradius, e-invoicing systems, ERP, AI-enabled tools, etc.
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.
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.
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.
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.
Continuous learning and development help finance professionals develop the skills, knowledge, tools, and strategic mindset needed to build the finance function of the future.
Uniqus can help organizations bridge the gap by equipping finance teams with the requisite skills and tools to drive efficiency, enhance decision-making, and lead strategic growth.
Knowledge management (KM) is the process of capturing, organizing, storing, sharing, and effectively using knowledge within an organization. It involves strategies and technologies that help businesses and individuals manage their intellectual assets to improve decision-making, innovation, and efficiency.
We offer a comprehensive content portal designed specifically for finance professionals, featuring an AI-powered chatbot to assist with training material, a consultation portal for expert guidance, and access to relevant reference sources. Our platform also includes a centralized repository for policies and procedures, along with regular updates, tools, notifications, and customizable templates to support your day-to-day needs.
Our leaders 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. Wouter van Gelderen has led complex Finance Transformation and Technology programs across 50 countries, with deep expertise in operational finance, carve-outs, post-merger integration, corporate finance, and AI-led finance innovation. Anthony Vitale brings over 25 years of experience advising clients on finance strategy, operating model design, and technology-enabled process optimization.
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.
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, ensuring transformation is strategically aligned and operationally sustainable.
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.
Our team fosters 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 built to evolve with the organization.