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Unity Advisory

AI-driven CFO advisory for mid-market

Manager – Transaction Services

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listed

About the Job

Requirements

  • At least 5 years of experience in Financial Due Diligence or Transaction Services at a Big 4 or top-tier advisory firm.
  • Hands-on experience managing buy-side and sell-side financial due diligence assignments from start to finish.
  • Strong technical grounding in accounting and deal issues, including quality of earnings, working capital, and cash flow.
  • Clear and confident written and verbal communication with clients and senior stakeholders.
  • Curiosity and genuine interest in how technology and artificial intelligence evolve financial due diligence practice, and in playing a key role in shaping it.
  • Qualified accountant (ACA, ACCA, CIMA, or equivalent).

Responsibilities

  • Manage buy-side and sell-side financial due diligence engagements from scoping through to completion.
  • Analyse quality of earnings, net working capital, cash flow, and other deal issues, and present findings as a clear, well-supported client story.
  • Run the engagement team day to day by reviewing work, coaching junior staff, and keeping the team and client informed of progress.
  • Interview target company management and build working relationships with clients, private equity investors, and other deal advisors.
  • Draft and quality-check due diligence deliverables for accuracy and clarity, preparing them for Director or Partner sign-off.
  • Work alongside data and artificial intelligence specialists to make analytics standard practice on every engagement.
  • Participate in business development through proposals, pitches, and staying close to opportunities as they arise.

Desired Qualifications

  • Experience with private equity clients or private-equity-backed portfolio companies.
  • Exposure to cross-border or international transactions.
  • Experience with data and analytics tools such as Power BI, Alteryx, or Databricks.
  • Sector experience in areas such as TMT, Consumer, Healthcare, Business Services, and Industrials.

About the Company

Unity Advisory

AI-driven CFO advisory for mid-market

Unity Advisory provides non-audit CFO advisory services for upper mid-market, private equity-backed companies through three pillars: Finance, Deals & Value Capture, and Tax Matters. It operates with an AI-first delivery model that embeds artificial intelligence into core operations from day one to optimize processes, support deals, and manage tax affairs, while offering flexible, value-based fees. The firm differentiates itself by eschewing audit work, being privately backed, and led by former Big Four leaders, using a technology-native architecture to deliver concise, outcome-focused engagements. Its goal is to be a trusted, conflict-free CFO advisor that delivers measurable value in finance transformation, deal execution, and tax strategy.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Not listed
Founded
2025

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