Role Summary
As a Finance Transformation Manager in the CFO Office team, you will be responsible for leading workstreams within high-impact transformation programmes – working with clients to re-imagine and digitise their finance functions through the use of digital technologies, streamlined processes and modern operating models. This is a client-facing role in a dynamic, growing firm where you’ll have the opportunity to take ownership and drive impact.
Responsibilities
Advise CFOs and their leadership teams.
Oversee finance transformation programs (process, data, technology).
Shape future-state finance operating models.
Redesign core processes (R2R, P2P, O2C, FP&A).
Implement cloud-based ERP/EPM, automation, data platforms, and analytics.
Integrate technology solutions into clients' ecosystems.
Facilitate executive workshops and steering committee updates.
Lead, coach, and develop teams.
Drive go-to-market activities and account growth.
Manage finance transformation workstreams.
Assess and develop future-state finance models.
Translate business requirements into ERP/EPM solutions.
Drive adoption of transformation initiatives.
Ensure project delivery on time, on budget, and within scope.
Support thought leadership in EPM trends and tools.
Lead proposal writing and pitch presentations.
Qualifications
6+ years of experience in finance transformation including 2+ years in a consulting or advisory environment.
Track record of delivering high-impact tech-enabled Finance Transformation programmes.
Experience implementing ERP, EPM, analytics tools and automation platforms.
Experience in process re-engineering and operating model design.
Finance/Accounting qualification including ACA/ACCA/CIMA/CPA
Strong problem-solving, communication, and stakeholder management skills.
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.
PLEASE NOTE THAT WE DO NOT ACCEPT ANY THIRD PARTY UNSOLICITED CVS
Top Skills
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]
