Director- Office of the CFO

Posted Yesterday
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Mayfair, CA, USA
Hybrid
Expert/Leader
Artificial Intelligence • Cloud • Professional Services
The Role
Leads major CFO advisory engagements, serving as a senior trusted adviser to CFOs and boards. Directs finance operating model and process redesign, ERP and EPM implementations, automation, data platforms, and AI-enabled analytics. Owns engagement commercials, proposals, client growth, delivery risk, and team development. Builds the Office of CFO proposition, contributes thought leadership and go-to-market strategy, and hires and coaches senior consulting talent.
Summary Generated by Built In
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 Director, you will lead our CFO advisory work. You will be the senior face of Unity on the engagements you lead, and the person CFOs turn to when the outcome matters most.

You will set the direction, win and grow work with our Partners, and coach the Senior Managers and Managers who run delivery day to day. You will help shape our AI-powered Office of CFO proposition. Here, your influence is felt faster and your name is on the results.

Responsibilities
  • Lead our largest finance tengagements, from first diagnostic to results the client can measure.

  • Hold the senior relationship with CFOs and their leadership teams, and become their trusted adviser well beyond one project.

  • Set the direction for future-state finance operating models and roadmaps, and present them with confidence at board level.

  • Guide the redesign of core finance processes (R2R, P2P, O2C and FP&A), keeping solutions practical and built to last.

  • Oversee cloud ERP and EPM implementations, automation, data platforms and AI-enabled analytics.

  • Own the commercials of your engagements: scope, fees, margin, resourcing and risk.

  • Bring in new work. Lead proposals and pitches, and grow existing clients alongside our Partners.

  • Help build our Office of CFO proposition, thought leadership and go-to-market approach.

  • Coach and develop Senior Managers and Managers, and take an active part in their progression.

  • Play a real part in hiring and building the team as we grow.

What you'll bring
  • 12+ years experience with significant time in a consulting or advisory environment.

  • Hands-on experience with AI and the latest tools and approaches, and the curiosity to try new ones on client work.

  • A record of leading large, complex transformation programmes from diagnostic through to lasting adoption.

  • Credibility with CFOs and C-suite leaders, and a track record of winning and growing client work.

  • Deep expertise in ERP and EPM platforms, process redesign, operating model design, and data and analytics.

  • A record of designing and delivering tech-enabled finance solutions, such as automation, data platforms and AI-enabled analytics.

  • Proven ability to lead and develop senior teams, including managing performance and supporting progression.

  • Commercial judgement: pricing, proposals, delivery margin and client growth.

  • A 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

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

  • 12+ years of experience, including significant consulting or advisory experience
  • Hands-on experience with AI and current tools and approaches
  • Experience leading large, complex transformation programs from diagnosis through adoption
  • Credibility with CFOs and C-suite leaders
  • Track record of winning and growing client work
  • Expertise in ERP and EPM platforms
  • Expertise in finance process redesign and operating model design
  • Expertise in data and analytics
  • Experience designing and delivering technology-enabled finance solutions
  • Proven ability to lead and develop senior teams
  • Commercial judgment covering pricing, proposals, delivery margin, and client growth
  • Finance or accounting qualification such as ACA, ACCA, CIMA, or CPA
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The Company
HQ: London
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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