Senior Manager- CFO Office- Deals Specialist

As a Senior Manager in the CFO Office team at Unity Advisory, you will play a pivotal role in delivering advanced analytics and strategic insights to help our clients make better financial and commercial decisions. Amongst other services, the CFO Office unit specialises in: Deal Readiness, Value Creation, Decision Support, and Reporting Insights. In this role, you will lead projects across these areas – mentoring project teams, challenging the status quo, harnessing cutting-edge data analysis (including AI/LLM tools), and collaborating closely with clients and colleagues to drive tangible results.

This is a client-facing, hands-on position in a fast-growing start-up / scale-up environment, also offering the opportunity to build Unity-Advisory into a truly market differentiating firm.

• Deal Readiness: Critically assess and enhance clients’ exit readiness by challenging the equity story, KPIs, and business plan reporting to maximize exit value for clients preparing for a sale or IPO.
• Value Creation: Use commercial analytics to identify and unlock profitability improvements, such as analysing customer or product profitability, SKU rationalization, pricing strategy, or site/network optimization.
• Decision Support: Apply advanced analytics, including forecasting, scenario modelling, and predictive modelling, to support better financial and commercial decision-making.
• Insightful Reporting: Develop and implement clear, impactful board and management reporting solutions, including dashboards and reports that provide business unit-level insights with market context.
• Analytics & AI Leadership: Champion the use of AI and data-driven techniques in all projects, leveraging tools such as large language models (LLMs) and other analytics platforms.
• Collaboration & Delivery: Work closely within cross-functional teams and engage directly with Unity Advisory Partners, coordinating project workstreams in a highly collaborative environment.
• Client Communication: Translate complex data findings into clear, compelling recommendations for senior stakeholders, frequently presenting insights and reports to C-level clients.

• Finance Qualification: ACA, CIMA, or equivalent accounting/finance certification.
• Consulting Experience: Proven experience in a consulting role, preferably at a Big Four or boutique firm, with a track record of delivering value to clients.
• Deals/Transactions Background: Hands-on experience in deals, transactions, or M&A, such as transaction services, due diligence, or private equity portfolio support.
• Data & Analytics Skills: Exceptional data management and analytical capabilities, with proficiency in working with large datasets, financial models, and BI/analytics tools.
• AI/LLM Enthusiasm: Keen interest or exposure to artificial intelligence and large language models, with a willingness to learn and apply new AI/LLM-based techniques in your work.

Work Environment: A truly hybrid and flexible working environment. We offer the opportunity to be at the forefront of AI-driven advisory services. You’ll be working on cutting-edge projects and encouraged to deploy the latest analytical tools and approaches.

Equal Opportunity Statement: At Unity Advisory, we are committed to providing an inclusive and accessible recruitment process. In line with the Equality Act 2010, we will accommodate any suitable candidate requiring assistance to attend or conduct an interview. If you need any adjustments or support, please let us know when either scheduling your interview or in your application cover letter. We are dedicated to ensuring that everyone has an equal opportunity to succeed and are here to support you throughout the process.