At a Glance
- Tasks: Lead transformative finance projects and build strong client relationships.
- Company: Unity Advisory, a forward-thinking CFO advisory firm focused on innovation.
- Benefits: Flexible hybrid work, cutting-edge projects, and career development opportunities.
- Other info: Inclusive recruitment process with support for all candidates.
- Why this job: Make a real impact in finance transformation with AI-driven solutions.
- Qualifications: 8+ years in finance transformation and strong client relationship skills.
The predicted salary is between 70000 - 90000 £ per year.
About Unity Advisory
Unity Advisory is a pure-play, experience-led CFO advisory firm providing integrated finance, commercial, tax and deals support. We are free from audit conflicts and AI-enabled by design, combining deep technical expertise with automation, analytics and AI built into the delivery of every engagement. We are building an alternative to traditional advisory firms, focused on clarity over complexity, outcomes over hours, and practical advice delivered at pace for CFOs making high-consequence decisions.
The Role
As a Finance Transformation Senior Manager, you will own the end-to-end delivery of complex transformation programmes — leading cross-functional teams, holding the client relationship at a senior level, and taking accountability for outcomes, not just outputs. This is a role for someone who is ready to step beyond workstream management and operate as the day-to-day face of Unity Advisory on the engagements they lead. You will shape how we solve client problems, contribute directly to growing our CFO advisory practice, and play a real part in building the firm — including developing the people around you. At a firm without the structural constraints of a Big Four, that means your influence and impact will be felt faster.
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 with confidence and building long-term trusted advisor relationships.
- Shape transformation roadmaps and future-state finance operating models from initial diagnostic through to 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 — 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 we grow.
What you’ll bring
- 8+ years of experience in finance transformation, including significant time in a consulting or advisory environment.
- A strong track record of owning and delivering complex, large-scale transformation programmes — from diagnostic through to 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, and data and analytics.
- A proven 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.
- Finance or accounting qualification: ACA, ACCA, CIMA or CPA.
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.
Additional Information
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.
Finance Transformation Senior Manager in City of Westminster employer: Unity Advisory
Unity Advisory is an exceptional employer that champions a flexible and inclusive work culture, allowing you to thrive in a hybrid environment while leading transformative finance projects. With a focus on professional growth, you'll have the opportunity to mentor junior team members and directly influence the firm's direction, all while working with cutting-edge AI-driven tools that enhance your advisory capabilities. Join us to make a meaningful impact in a firm that prioritises clarity, outcomes, and the development of its people.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Transformation Senior Manager in City of Westminster
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Unity Advisory. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Transformation Senior Manager in City of Westminster
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Unity Advisory.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Unity Advisory's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Unity Advisory
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Unity Advisory.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Unity Advisory will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Unity Advisory employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
