
51 - 200 employees
🤝 B2B
💸 Finance
🤖 Artificial Intelligence
B2B • Finance • Artificial Intelligence
Unity Advisory is an AI-driven advisory firm that partners with CFOs and finance leaders to deliver high-impact financial and operational transformation. The firm combines large-language models, data-led insights, and streamlined workflows to provide bespoke advisory services and value-add products designed to improve efficiency, scalability, and enterprise growth while avoiding conflicts tied to statutory audit. Unity Advisory serves ambitious companies with B2B advisory, talent-led execution, and technology-enabled solutions focused on the office of the CFO.
🕒 February 12
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51 - 200 employees
🤝 B2B
💸 Finance
🤖 Artificial Intelligence
B2B • Finance • Artificial Intelligence
Unity Advisory is an AI-driven advisory firm that partners with CFOs and finance leaders to deliver high-impact financial and operational transformation. The firm combines large-language models, data-led insights, and streamlined workflows to provide bespoke advisory services and value-add products designed to improve efficiency, scalability, and enterprise growth while avoiding conflicts tied to statutory audit. Unity Advisory serves ambitious companies with B2B advisory, talent-led execution, and technology-enabled solutions focused on the office of the CFO.
• 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.
• 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. • 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).
• Flexible working hours • Professional development opportunities
Apply Now🕒 February 11
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