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Unity Advisory

AI-driven CFO advisory for mid-market

Finance Transformation Senior Manager

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

About the Job

Requirements

  • At least 8 years of experience in finance transformation, including significant experience in a consulting or advisory environment.
  • A strong track record of owning and delivering complex, large-scale transformation programmes from diagnostic through sustained adoption.
  • Senior client relationship experience, with 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.
  • 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: 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

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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