Case Study: Russell Investments achieves 40% faster month-end close with Unit4 Financial Planning & Analysis

Russell Investments - Customer Case Study

Russell Investments is a leading global investment firm advising and managing hundreds of billions in assets across 32 countries. Facing an onerous, spreadsheet-driven month-end close that required manually moving and coding data across multiple systems, the company sought to consolidate processes and better integrate its financial systems.

By implementing Unit4 Financials and link-table automation, Russell eliminated spreadsheets, automated most journal entries, and created a single source of truth across treasury, revenue, and reconciliation systems. The result: month-end close time fell from five days to three (a 40% reduction), consolidation and cashflow reporting completed in 15 days, and reduced headcount and offshoring while freeing staff to focus on higher-value work.

Russell Investments

Jean Webber

Controller