About Unity Advisory
Unity Advisory is a modern advisory business built for today's CFO, with connected solutions across finance, deals and tax. Focussed on client outcomes, seasoned experts lead every engagement, in an operating model powered by AI and free from audit conflict.
The Role
As a Manager in the Deals team, you'll play a hands-on role delivering the analytics that sit behind every client recommendation — from due diligence through to post-deal value creation. You'll work closely with Managers, Senior Managers and Partners on live transactions and value capture projects, building the models, dashboards and analysis that drives high value decisions.
Deals covers Deal Readiness, Value Creation, Decision Support and Reporting Insights. This role also supports our FDD team as we build out data and analytics work alongside more traditional diligence reporting. You'll get exposure to live transactions early and be trusted with real client-facing work sooner than you typically would at a larger firm.
Key Responsibilities
Turn raw client data into clean, structured datasets ready for analysis.
Build and maintain financial models, data extracts and dashboards for buy-side and sell-side diligence engagements.
Support exit readiness reviews by pulling together data on KPIs, business plans and the underlying data landscape.
Carry out profitability analysis (customer, product, pricing) to help identify value creation opportunities.
Prepare forecasting, scenario and sensitivity analysis under the guidance of Managers and Senior Managers.
Help build reporting and dashboard tools that give clients clear visibility of performance.
Apply AI and LLM tools to speed up and sharpen analysis.
Support day-to-day project delivery, working closely with colleagues across the Deals team.
Prepare slides and materials that turn analysis into clear points for client meetings.
Qualifications
Ideally, some hands-on experience in a deals, transaction services or analytics-focused role.
Equally, we're keen to hear from academically strong candidates who've completed ACA (ICAEW or ICAS) with first-time passes, even without direct deals experience.
Comfortable working with large datasets and providing outputs in Excel financial models, or other analytics tool.
Good grounding in data analysis, with a genuine interest in deals and transactions.
Strong attention to detail and confidence checking your own work under time pressure.
Curious about AI and LLM tools and keen to apply them to real client work.
Desirable: exposure to SQL, Python, Power BI, Alteryx or similar analytics/visualisation tools.
Work Environment
We offer hybrid, flexible working, and you'll be joining a small, flat-structured Deals team where your work is visible from day one. You'll get direct exposure to Partners and live transactions much earlier than in a typical graduate or associate role, and a real hand in shaping how a new kind of advisory firm puts AI and data to work in deals.
Additional Information
We are committed to an inclusive and accessible recruitment process. Please let us know if you need any reasonable adjustments or support when applying or arranging your interview.
We do not accept unsolicited CVs from third-party agencies.
Skills Required
- Hands-on experience in deals, transaction services, or an analytics-focused role
- ACA qualification from ICAEW or ICAS with first-time passes
- Ability to work with large datasets and produce outputs in Excel financial models or other analytics tools
- Grounding in data analysis and genuine interest in deals and transactions
- Strong attention to detail and ability to check work under time pressure
- Interest in applying AI and LLM tools to client work
- Exposure to SQL, Python, Power BI, Alteryx, or similar analytics and visualization tools
What We Do
At Unity Advisory we offer a new perspective. Focused on the office of the CFO, with big firm experience, deep expertise and sector knowledge. We are an AI and Cloud first business which strives to use all that we have and know to deliver services and products that are valued and provide value, always. We are a partner led, client first and adaptable business. Free from the traditional conflicts of interest. Our portfolio of services and products currently covers, Tax, Office of the CFO, Advisory, Transformation and Managed Services. This will evolve as we adapt in response to the needs of our clients. Our target client segment is mid to upper mid-market businesses, including PE backed businesses. We’re building a culture that’s Straightforward, Intentionally Commercial, Open, Experimental, and Team-First. Unity Advisory is scaling fast — driven by client demand, clear ambition, and a team of experienced people who want to work differently. We’re supported by long-term investment from Warburg Pincus, one of the world’s leading private equity firms. We’re looking for high performers who want more — more ownership, more variety, and more impact. If you’re ready to help shape something new and do your best work in a team that does things differently, we’d love to hear from you. Get in touch at [email protected]
