Manager - Deals Analytics

Posted 22 Days Ago
Be an Early Applicant
Mayfair, CA
Hybrid
Senior level
Artificial Intelligence • Cloud • Professional Services
The Role
Lead deal analytics and value-creation projects across buy-side, sell-side and post-deal work. Apply advanced analytics, forecasting, scenario and predictive modelling, build automated reporting and dashboards, champion AI/LLM techniques, and present clear commercial recommendations to senior stakeholders and C-level clients.
Summary Generated by Built In

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.

We are now looking for a Manager – Deals Analytics to join our growing team.

The Role

As a Deals and Value Creation Manager in the Deals team, you will play a pivotal role in delivering advanced analytics and strategic insights to help our clients make better financial and commercial decisions throughout the deal lifecycle. You will be supporting both buy-side and sell-side transactions and delivering post deal value creation style projects, through the deployment of advanced analytics and AI, leveraging your commercial expertise and deals know-how.

The Deals unit specialises in Deal Readiness, Value Creation, Decision Support, and Reporting Insights. In this role, you will lead projects across these areas challenging the status quo, harnessing cutting-edge data analysis (including AI/ LLM tools), and collaborating closely with clients, other advisors and colleagues to drive tangible results.

This role will also be pivotal in supporting our FDD team to reimagine the world of diligence, reducing reliance on low-value reporting and increasing client commercial value delivered through insightful analytics that evidence what matters most.

This is a client-facing, hands-on position in a fast-growing start-up/ scale-up environment, offering the chance to work on high-impact engagements and help build a new kind of consultancy from the ground up.

What You’ll Do

  • Critically assess and enhance clients’ exit readiness by challenging the equity story, data landscape, KPIs, and business plan reporting to maximise exit value for clients preparing for a sale or IPO.

  • Bring a critical eye and a commercial mind to both buy-side and sell-side diligence projects. Rapidly assess and present drivers of value to support or critically test the deal hypothesis using leading analytics. Enhancing the impact of diligence processes.

  • Use commercial analytics to identify and unlock profitability improvements (e.g., customer/ product profitability, SKU rationalisation, pricing strategy, site/ network optimisation).

  • Apply advanced analytics, including forecasting, scenario modelling, and predictive modelling to support better financial and commercial decision-making.

  • Develop and automate clear, impactful board and management reporting solutions, including dashboards and reports that provide business unit-level insights with market context.

  • Champion the use of AI and data-driven techniques in all projects, leveraging tools such as large language models (LLMs) and other analytics platforms.

  • Work closely within cross-functional teams and engage directly with Unity Advisory Partners, coordinating project workstreams in a highly collaborative environment.

  • Translate complex data findings into clear, compelling recommendations for senior stakeholders, frequently presenting insights and reports to C-level clients.

What You Bring

  • ACA, CIMA, or equivalent accounting/ finance certification.

  • Proven experience in a consulting role (ideally Big Four or boutique), with a track record of delivering measurable client impact.

  • Hands-on experience in deals, transactions, or M&A (e.g., transaction services, due diligence, private equity portfolio support).

  • Exceptional data management and analytical capability, including working with large datasets, financial models, and BI/ analytics tooling.

  • Keen interest or exposure to artificial intelligence and large language models, with the willingness to learn and apply new AI/ LLM-based techniques in client work.

Nice to Have

  • Proficiency with analytics tools such as SQL, and or Python.

  • Experience with data management/ visualisation platforms (e.g., Power BI, Databricks, Alteryx, or similar).

  • Experienced in excel modelling (e.g. building 3 statement financial forecasts)

  • Experience supporting private equity value creation initiatives (e.g. performance improvement, KPI redesign, operating model analytics).

Working at Unity Advisory

We offer a truly hybrid and flexible working environment and the opportunity to be at the forefront of AI-driven advisory services. You’ll be part of a highly collaborative, flat-structured culture, empowered to contribute to the way we scale our business and support our clients.

This is an exciting opportunity to join a fast-growing firm and accelerate your career in professional services.

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 everyone has an equal opportunity to succeed and are here to support you throughout the process.

PLEASE NOTE: We do not accept unsolicited CVs from third-party agencies.

Top Skills

Sql,Python,Power Bi,Databricks,Alteryx,Excel,Large Language Models (Llms),Ai,Bi Tooling
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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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