Director- Capital Markets & Accounting Advisory

Reposted 3 Days Ago
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Mayfair, CA, USA
Hybrid
Expert/Leader
Artificial Intelligence • Cloud • Professional Services
The Role
Lead capital markets and accounting advisory engagements for CFOs, focusing on technology integration, internal controls, and team development.
Summary Generated by Built In

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

The Capital Markets & Accounting Advisory team at Unity provides ‘end-to-end’ support for companies on their transaction and IPO journeys. This includes IFRS & US GAAP, Regulatory and exchange rules and regulations, carve-out and pro forma reporting, deal structuring and PMO, internal controls (including SOX), and post-IPO public company advice and support.

We operate with a tech-first delivery model. You will be expected to drive how technology, data, and automation are used across engagements, improving efficiency and consistency, and moving away from traditional manual approaches. You should be able to demonstrate your ability to work heavily with AI in both business development and execution.

We’re interested in highly skilled and motivated professionals who are the leaders of tomorrow, take the initiative and seek opportunities to grow. If you are ready to take on some of our clients’ most complex challenges, this is the role for you.

What you’ll do
  • Lead end-to-end delivery working directly with CFOs and leadership teams on transactions.

  • Act as a trusted advisor to CFOs and senior stakeholders

  • Lead the development of accounting papers in complex issues

  • Oversee financial information requirements

  • Lead on SOX and internal controls programmes

  • Embed technology and automation into how engagements are delivered

  • Improve delivery models, tools, and processes across the team

  • Manage timelines and deliverables

  • Review outputs and ensure quality

  • Manage relationships with auditors, regulators, and other advisors

  • Take ownership of engagement commercials and delivery model

  • Lead proposals and win new work

  • Build and grow client relationships

  • Support and develop junior and senior team members

What we’re looking for
  • Qualified accountant, ACA, ACCA, CPA

  • Extensive audit and accounting experience

  • Deep knowledge of US GAAP and IFRS

  • Proven experience leading on capital markets transactions

  • Strong client leadership and commercial judgement

  • Experience improving delivery through technology or process change

  • Experience building and leading teams

  • Track record of winning and delivering work

  • Clear and practical communicator

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.

PLEASE BE ADVISED THAT WE DO NOT ACCEPT ANY UNSOLICITED CVS FROM THIRD PARTIES.

Skills Required

  • Qualified accountant, ACA, ACCA, CPA
  • Extensive audit and accounting experience
  • Deep knowledge of US GAAP and IFRS
  • Proven experience leading on capital markets transactions
  • Strong client leadership and commercial judgement
  • Experience improving delivery through technology or process change
  • Experience building and leading teams
  • Track record of winning and delivering work
  • Clear and practical communicator
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The Company
26 Employees

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]

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