Full-Time

Director Financial Due Diligence

Unity Advisory

Unity Advisory

51-200 employees

AI-driven CFO advisory for mid-market

No salary listed

United Kingdom

Hybrid

Hybrid role based in the Mayfair office.

Category
Consulting (1)
Required Skills
Power BI
Financial analysis
Alteryx
Databricks
Data Analysis

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Requirements
  • Minimum 10+ years' experience in Financial Due Diligence or Transaction Services, with senior leadership exposure from a Big 4 or top-tier advisory firm.
  • Proven track record of originating and delivering large, complex transactions from scoping through to final findings.
  • Extensive experience with Private Equity clients and portfolio company situations.
  • Strong financial and commercial skills, with the ability to influence senior stakeholders.
  • Demonstrated ability to develop and lead high-performing teams.
  • Entrepreneurial mindset and appetite to help build a challenger firm from the ground up.
Responsibilities
  • Originate, lead, and deliver buy-side and sell-side due diligence engagements.
  • Partner with Private Equity and corporate clients to provide board-level insights on deal value, risks, and opportunities.
  • Engage directly with target company management on complex or high-profile engagements, and build relationships with clients, investors, and other deal advisors.
  • Drive post-deal value creation strategies, including operational improvements, working capital optimisation, and performance acceleration.
  • Oversee the quality of diligence deliverables across the practice, ensuring findings are accurate, clear, and ready for client presentation.
  • Leverage AI, automation, and data analytics to create client solutions.
  • Lead business development, pitches, and thought leadership to grow Unity Advisory's FDD market share.
  • Build and nurture a high-performing team, coaching Senior Managers and Managers to become future leaders.
  • Collaborate with the wider Unity Advisory leadership team to evolve firm strategy and service offerings.
  • Represent Unity Advisory in the market, building a trusted advisor profile with clients, investors, and partners.
Desired Qualifications
  • Qualified accountant (ACA, ACCA, CIMA or equivalent) is highly preferred.
  • Exposure to cross-border or international transactions.
  • Experience with data and analytics tools such as Power BI, Alteryx, or Databricks.
  • Sector experience in TMT, Consumer, Healthcare, Business Services, and Industrials.

Unity Advisory is a London-based advisory firm focusing on non-audit CFO services, including Finance, Deals & Value Capture, and Tax Matters. It uses an AI-first delivery model embedded in its operations to improve efficiency and offers flexible, outcomes-based fees. It differentiates itself by being audit-free, privately backed, and led by former Big Four leaders, serving upper mid-market and private-equity-backed companies. Its goal is to be a trusted, conflict-free adviser that helps CFOs drive finance transformation, execute deals, and optimize tax.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

2025

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Simplify Jobs

Simplify's Take

What believers are saying

  • Unity reached 100 employees by April 2026, showing rapid buildout and hiring traction.
  • Marc Lien became chief AI officer in April 2026, reinforcing the AI-native operating model.
  • Demand from PE-backed mid-market clients is the core growth lane and matches current expansion.

What critics are saying

  • PwC threatened Unity in February 2026 over partner hiring, raising legal distraction risk.
  • Client acquisition against Big Four incumbents remains unproven beyond founder pedigree.
  • If growth stalls before fee scale, Warburg Pincus control could force a strategic sale.

What makes Unity Advisory unique

  • Warburg Pincus funded Unity with up to $300 million for a conflict-free CFO advisory model.
  • Marissa Thomas and Steve Varley bring PwC and EY leadership credibility into launch.
  • AI-first delivery and no audit remove Big Four conflicts and legacy overhead.

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Benefits

Flexible Work Hours

Hybrid Work Options