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Unity Advisory

AI-driven CFO advisory for mid-market

Finance Transformation Senior Manager

Full-TimeUpdated on 10/16/2026
No salary listed
Expert
London, UK
Hybrid
ConsultingFinancial & Transaction Advisory

About the job

Requirements
  • At least 8 years of experience in finance transformation, including significant experience in consulting or advisory.
  • A strong track record of owning and delivering complex, large-scale transformation programmes from diagnostic through to sustained adoption.
  • Senior client relationship experience and the confidence and credibility to advise at CFO and C-suite level.
  • Deep expertise in ERP and EPM platforms, process re-engineering, operating model design, data and analytics.
  • The ability to lead, develop and inspire teams, including managing performance and supporting career progression.
  • Commercial acumen and prior experience contributing to business development, proposals and client growth.
  • A finance or accounting qualification such as ACA, ACCA, CIMA or CPA.
Responsibilities
  • Lead end-to-end delivery of large-scale finance transformation programmes across process, data and technology.
  • Act as the senior day-to-day client relationship holder, managing CFO-level stakeholders and building long-term trusted advisor relationships.
  • Shape transformation roadmaps and future-state finance operating models from initial diagnostic through implementation.
  • Oversee redesign of core finance processes, including R2R, P2P, O2C and FP&A, ensuring solutions are practical and built to last.
  • Lead delivery of cloud ERP and EPM implementations, automation programmes, data platforms and AI-enabled analytics solutions.
  • Take accountability for project commercial management, including scope, budget, resourcing and risk, across engagements.
  • Lead executive workshops, steer steering committee updates, and present findings and recommendations at board level.
  • Drive business development activity, including client targeting, proposal leadership and pitches, bringing in new work and expanding existing relationships.
  • Contribute to building Unity Advisory’s CFO Office proposition, thought leadership and go-to-market approach.
  • Manage, mentor and develop Managers and more junior team members, taking an active role in performance and career development.
  • Support the firm’s recruitment and capability-building as it grows.

About the company

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's Take

What believers are saying

  • Marc Lien became chief AI officer in April 2026, strengthening the technology-led delivery model.
  • Unity targets PE-backed upper mid-market clients, a segment demanding CFO transformation and deal support.
  • The firm expanded to 100 employees by April 2026, showing early hiring traction.

What critics are saying

  • Without audit relationships, Deloitte, PwC, EY, and KPMG retain deeper client penetration.
  • Unity reached 100 employees by April 2026, but lacks proven recurring revenue and reference clients.
  • If Warburg Pincus deployment stalls by 2027, Unity faces existential funding pressure.

What makes Unity Advisory unique

  • Warburg Pincus committed up to $300 million to Unity Advisory on June 30, 2025.
  • Marissa Thomas and Steve Varley bring PwC and EY operating experience directly into leadership.
  • Unity excludes audit, enabling AI-first, conflict-free CFO advisory and value-based pricing.

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Benefits

  • Flexible Work Hours
  • Hybrid Work Options

Growth & Insights

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%