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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.

Lead UK capital allowances advisory engagements across property acquisitions, construction programs, and capital expenditure reviews. Manage client relationships, budgets, profitability, technical quality, HMRC enquiries, and business development. Advise on tax reliefs, fixed assets, and qualifying expenditure while coaching colleagues and collaborating across tax and deals teams. Improve claim preparation and reporting through automation, analytics, and AI.

Design and implement Unity Advisory’s reward strategy from scratch, including pay philosophy, salary bands, benchmarking, review cycles, bonuses, benefits, pay equity, compliance, governance, and reward reporting. Advise Partners and senior leaders on hiring, promotion, retention, and compensation decisions. The fractional specialist will establish a practical, defensible framework and transition ongoing administration to the People Team and payroll.

Lead Unity’s organization-wide AI enablement strategy, training, adoption, automation, workflow redesign, and practical governance. Build prototypes and smaller AI tools, manage vendors and tooling, measure adoption and ROI, and partner with Product, Engineering, and IT on scalable solutions. The role also designs evolving responsibilities, team structures, and ways of working as AI becomes embedded across the business.

Lead performance development initiatives focused on employee growth rather than review administration. Design and deliver learning programs, coach Partners and Functional Leaders, improve feedback and check-ins, oversee onboarding and probation, support promotion readiness, build skills frameworks, and measure behavioral impact. The role works with People leadership to connect development pathways with progression and reward while operating three days per week.

Manage a portfolio of UK capital allowances engagements, preparing and reviewing claims, advising on fixed asset tax treatment and incentives, handling HMRC enquiries, analyzing asset and financial data, producing technical reports, coaching junior staff, and supporting business development. The role requires strong UK capital allowances expertise, client communication skills, and a professional qualification such as CTA, ACA, ACCA, or RICS.

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.

As a Senior Manager in Financial Due Diligence, you will lead complex diligence engagements, analyze financial data, support value capture plans, and mentor junior staff.

Lead finance transformation workstreams advising CFOs; design operating models; redesign R2R, P2P, O2C and FP&A processes; implement cloud ERP/EPM, automation, data and analytics platforms; drive adoption, run executive workshops, ensure on-time delivery, coach teams, and support proposals and thought leadership.

Lead delivery of M&A and transactional tax engagements including deal structuring, tax due diligence, SPA tax input and post-deal integration. Advise private equity, corporate and family office clients, review junior outputs, support BD, and help apply AI/automation to tax delivery. Coach junior staff and coordinate with legal and deal advisors.