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
This is a dual-capability role sitting at the intersection of Financial Due Diligence and Deals Analytics. You’ll contribute to FDD engagements — assessing quality of earnings, working capital, and transaction risks — and you’ll bring the analytical firepower to go beyond the standard diligence output.
Day to day, that means interrogating client data, building models and dashboards that tell a clearer commercial story, and applying AI and advanced analytics to problems that traditional diligence hasn’t solved well. You’ll work closely with Unity’s Deals Partners and Senior Managers, and directly with clients from day one.
What you’ll do
Support buy-side and sell-side Financial Due Diligence, assessing quality of earnings, cash flows, working capital, and transaction risks — and helping to shape the commercial story behind the numbers.
Use data-driven techniques to rapidly identify and present drivers of value, test the deal hypothesis, and elevate the impact of diligence work.
Help clients prepare for sale or IPO by interrogating their data landscape, KPIs, and business plan reporting — and identifying where the numbers need to work harder.
Build and automate clear, impactful management reporting tools — dashboards and board-level outputs that give clients real commercial visibility.
Use LLMs, forecasting, scenario modelling, and predictive analytics to solve commercial problems — not as an experiment, but as standard practice.
Take large, messy datasets and translate them into clear, compelling recommendations for senior stakeholders, including C-suite clients.
Contribute to value creation projects post-deal — including profitability analysis, KPI redesign, and operating model analytics for PE-backed portfolio companies.
What you’ll bring
ACA, CIMA, or equivalent finance/accounting qualification.
Experience in a consulting or advisory role — Big Four or boutique — with a track record of delivering in deals or transaction environments.
Hands-on exposure to FDD, transaction services, or M&A — you understand the deal process and what clients need from it.
Strong analytical capability — comfortable working with large, complex datasets, financial models, and BI/analytics tools.
Genuine curiosity about AI and how it applies in deals contexts. You don’t need to be a developer, but you’re interested, you’ve experimented, and you want to build that muscle.
Clear, confident communication — able to present data-driven findings to senior stakeholders in a way that lands.
Nice to have
Proficiency in SQL and/or Python.
Experience with Power BI, Databricks, Alteryx, or similar platforms.
Excel financial modelling experience, including three-statement forecasts.
Exposure to PE value creation work — performance improvement, KPI redesign, or operating model analytics.
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
- ACA, CIMA, or equivalent finance/accounting qualification
- Experience in a consulting or advisory role
- Hands-on exposure to FDD, transaction services, or M&A
- Strong analytical capability with large datasets and financial models
- Clear, confident communication with senior stakeholders
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]
