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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.

Lead buy-side and sell-side financial due diligence engagements from scoping to completion. Analyse quality of earnings, working capital and cash flow, manage and coach engagement teams, liaise with clients and target management, draft and quality-check deliverables, contribute to business development, and collaborate with data and AI specialists to apply analytics across engagements.

Lead and scale M&A and transactional tax offering, advising on UK and international deal structuring, due diligence, SPA negotiation and post-deal integration. Work with private equity, corporates and family offices to provide commercially focused tax advice across the transaction lifecycle. Collaborate with the in-house AI team to build delivery tools, support business development, and build a high-performing transactions tax team with partnership potential.

Lead and grow Unity Advisory's Deals practice, originating and delivering high-impact PMI, carve-out, and value-creation engagements for PE and corporate clients. Shape AI-enabled propositions and operating models, coach senior teams, drive business development and market presence, and collaborate with leadership to scale the firm and its service offerings.

Design and own end-to-end data architectures for finance clients: modelling, pipelines, governance, lineage, and cloud platforms to support analytics and production AI. Lead architecture decisions, mentor engineers, set standards, and ensure secure, auditable, cost-aware data estates that enable RAG, feature stores, and reliable reporting.

Lead end-to-end finance transformation programmes across process, data and technology; manage CFO-level client relationships; design future-state operating models; oversee ERP/EPM, automation, data platforms and AI analytics implementations; own project commercials; drive BD and mentor teams.