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 an office-based role providing hands-on coordination across day-to-day operations and partner recruitment processes, keeping information accurate, stakeholders supported, and business administration running smoothly. The role also acts as back-up Executive Assistant support when required.
Responsibilities
• Provide office management support – supplies, ordering, general office coordination, handling enquiries.
• Provide ad hoc Executive Assistant cover when required – scheduling, travel bookings, and administrative support.
• Support KYC administration and related process tasks.
• Issue and file confidential documentation via DocuSign; use Wordsmith to generate and send NDAs.
• Support invoicing and expenses in Dynamics 365 (including scheduling board support and timesheets).
• Maintain HubSpot hygiene (adding contacts, logging meetings and notes) as needed.
• Provide additional operational administration and procurement support as required.
• Coordinate partner recruitment activity, maintain candidate pipelines, and keep records up to date in Ashby (ATS).
• Schedule partner interviews and meetings, manage diaries, and support end-to-end partner recruitment coordination, preparing interview and meeting packs (background research, partner candidate summaries) and proactively chasing progress through stages.
• Support onboarding logistics for new partner starters (access, comms, and key recurring meetings).
• Review Payhawk expenses for completeness and accuracy (including tax treatment where required).
• Proactively identify process gaps across recruitment, onboarding, office operations, and core systems, helping to improve workflows, documentation, reporting, and stakeholder follow-up.
What You'll Bring
• Highly organised with strong attention to detail and comfort managing multiple priorities.
• Confident communicator with discretion when handling confidential information.
• Strong scheduling and stakeholder-management skills.
• Systems confident (ATS, Dynamics 365, Payhawk, DocuSign, HubSpot) and quick to learn new tools.
• Curious and looking to grow, adopting new technologies and ways of working.
• Willing to go beyond the immediate ask to ‘what's next’.
• Comfortable using AI tools, including Claude and ATS, to build business case testers and background prompts that help drive the interview process.
Work Environment
Office based, London (Mayfair). This role sits close to the day-to-day rhythm of the business and works closely with Talent, Operations, and Executive Assistant colleagues.
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 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.
Skills Required
- Highly organized with strong attention to detail and ability to manage multiple priorities
- Confident communication and discretion when handling confidential information
- Strong scheduling and stakeholder-management skills
- Systems confidence with ATS, Dynamics 365, Payhawk, DocuSign, and HubSpot
- Ability to learn new tools and adopt new technologies and ways of working
- Comfort using AI tools, including Claude, to support interview processes
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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