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Unity Advisory

AI-driven CFO advisory for mid-market

Finance Transformation Manager

Full-Time
No salary listed
Senior
London, UK
HybridHybrid working is required; the posting describes a flexible hybrid environment.

About the job

Requirements
  • At least 6 years of experience in finance transformation, including at least 2 years in a consulting or advisory environment.
  • A track record of delivering high-impact technology-enabled finance transformation programmes.
  • Experience implementing enterprise resource planning, enterprise performance management, analytics tools, and automation platforms.
  • Experience in process re-engineering and operating model design.
  • A finance or accounting qualification, including ACA, ACCA, CIMA, or CPA.
  • Strong problem-solving, communication, and stakeholder management skills.
Responsibilities
  • Advise CFOs and their leadership teams on transformation priorities and approach.
  • Lead and manage finance transformation workstreams across process, data, and technology.
  • Design future-state finance operating models tailored to client context.
  • Redesign core finance processes, including record-to-report, procure-to-pay, order-to-cash, and financial planning and analysis.
  • Implement cloud-based enterprise resource planning and enterprise performance management platforms, automation tools, data platforms, and analytics solutions.
  • Translate business requirements into practical enterprise resource planning and enterprise performance management solutions and integrate technology into clients’ ecosystems.
  • Drive adoption of transformation initiatives so that changes remain effective after project completion.
  • Run executive workshops and lead steering committee updates.
  • Ensure delivery on time, on budget, and within scope.
  • Lead, coach, and develop team members.
  • Contribute to go-to-market activities, proposal writing, and pitch presentations.
  • Support thought leadership on enterprise performance management trends and tools.

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 Jobs

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

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1 year growth

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2 year growth

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