---
title: 'Finance Transformation Manager at Unity Advisory'
canonical: 'https://feeny.ai/job/finance-transformation-manager-unity-advisory-london-cgvk7drq0pvh'
type: 'job'
last_seen: '2026-09-04'
---

# Finance Transformation Manager at Unity Advisory

- **Company:** Unity Advisory
- **Location:** London, United Kingdom
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-13
- **Last confirmed live:** 2026-09-04
- **Apply:** https://jobs.ashbyhq.com/unity-advisory/ba538274-ddcc-4b16-9052-3cabd329f3cd

## Job description

## 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

As a Finance Transformation Manager, you will lead workstreams within high-impact transformation programmes — working directly with CFOs and their leadership teams to re-imagine and digitise finance functions through digital technologies, streamlined processes and modern operating models.

This is a client-facing role at a firm that does things differently. There are no legacy layers here — you’ll take real ownership, shape the work, and have direct visibility of the impact you create from day one. If you’ve built strong credentials in finance transformation and want to apply them somewhere that moves at pace and actually values your expertise, this is that role.

## Responsibilities

- Advise CFOs and their leadership teams on transformation priorities and approach.
- Lead and manage finance transformation workstreams across process, data and technology.
- Design future-state finance operating models tailored to client context.
- Redesign core finance processes including R2R, P2P, O2C and FP&A.
- Implement cloud-based ERP and EPM platforms, automation tools, data platforms and analytics solutions.
- Translate business requirements into practical ERP/EPM solutions and integrate technology into clients’ ecosystems.
- Drive adoption of transformation initiatives so the changes stick after we leave.
- Run executive workshops and lead steering committee updates.
- Ensure delivery on time, on budget and within scope.
- Lead, coach and develop team members.
- Contribute to go-to-market activities, proposal writing and pitch presentations.
- Support thought leadership on EPM trends and tools.

## What you'll bring

- 6+ years of experience in finance transformation including 2+ years in a consulting or advisory environment.
- Track record of delivering high-impact tech-enabled Finance Transformation programmes.
- Experience implementing ERP, EPM, analytics tools and automation platforms.
- Experience in process re-engineering and operating model design.
- Finance/Accounting qualification including ACA/ACCA/CIMA/CPA
- Strong problem-solving, communication, and stakeholder management skills.

Work Environment

A truly hybrid and flexible working environment. We offer the opportunity to be at the forefront of AI-driven advisory services. You’ll be working on cutting-edge projects and encouraged to deploy the latest analytical tools and approaches.

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 NOTE THAT WE DO NOT ACCEPT ANY THIRD PARTY UNSOLICITED CVS

## About Unity Advisory

## Company Overview
- **One-liner**: Unity Advisory is a professional services firm built for the Office of the CFO, combining big‑firm expertise with AI‑enabled delivery to help CFOs and leadership teams make sharper decisions and move faster.
- **Entity Type**: Private (backed by Warburg Pincus)
- **Headquarters**: London, United Kingdom (with offices in Malaysia and India)
- **Founded**: 2025 (launched with Warburg Pincus backing)
- **Founders**: Marissa Thomas (CEO) and David Tapnack (Co‑founder, departed Jan 2026)

## Core Business
- **Primary Industry**: Professional Services (Finance, Tax, Deals & Advisory)
- **Target Customers**: CFOs and leadership teams of mid‑ to upper‑mid‑market businesses, including private equity‑backed companies; B2B / enterprise
- **Mission**: “Help CFOs and leadership teams make sharper decisions, and move faster with confidence – bringing clarity, challenge, and real‑world experience when it counts.”

## Products & Services
- **Tax Services**: Covering R&D Tax, VAT & Indirect Tax, Transfer Pricing, Corporate Tax, Employment Tax, Capital Allowances, Tax Managed Services, and Tax Compliance – all delivered with AI‑driven efficiency.
- **Deals & Value Capture**: Deals Analytics, Deals Tax & Structuring, Due Diligence, Carve‑out, Integration & Synergy Delivery, Deal Readiness Assessment, and Equity Story Craft.
- **Finance & Commercial Services**: Accounting Advisory & Technical Reporting, Financial Control, Performance Acceleration & Cost Optimisation, Process Optimisation, Data & Cloud Architecture, Risk & Control Frameworks, and Organisation Design.
- **Advisory & Transformation**: Rapid Function Diagnostics, Enterprise Architecture & Technology, and CFO‑focused strategic advice.

All services are delivered via a proprietary AI workflow platform that accelerates insights while keeping human expertise central.

## Market Standing
- **Valuation / Market Cap**: Not disclosed
- **Key Metric**: Backed by a long‑term investment from Warburg Pincus (amount not publicly disclosed)
- **Notable Investors / Partners**: Warburg Pincus (sole institutional backer); strong relationships with corporate, private equity and sovereign clients; non‑exec chair is Steve Varley (former EY UK Chair & Global Vice‑Chair Sustainability).
- **Growth Signals**: Headcount surged from ~1 to 76 employees (+4700% YoY) within the first year; presence across UK, Malaysia, and India; actively hiring for 16 open positions; monthly headcount growth of +2.1%.

## Competitive Advantages
- **Experience + Agility**: Leadership includes former Managing Partner of PwC UK and partners from EY, Deloitte, KPMG, yet operates with startup speed and flat hierarchies.
- **AI Built‑In, Not Bolted‑On**: Proprietary AI workflows and cloud‑first architecture are embedded into every offering, delivering faster, smarter outcomes without replacing human judgment.
- **No Conflicts of Interest**: Free from the traditional conflicts that can arise in large firms, allowing truly client‑first advice.
- **Senior‑Led, Lean Teams**: Work is delivered by experienced partners and senior managers, not junior staff; high autonomy and true ownership for client outcomes.

## Strategic Focus
- **Scaling Rapidly**: Driven by strong client demand, Unity Advisory is expanding its team and service lines while maintaining a partner‑led, high‑performance culture.
- **Continuous Innovation**: Investing in data, cloud, and AI capabilities to keep delivery ahead of traditional consulting models.
- **Geographic Reach**: Growing its UK base while leveraging nearshore talent in Malaysia and India to serve global clients.

## Why Work Here
- **Culture**: Described as “Straightforward, Intentionally Commercial, Open, Experimental, and Team‑First.” The firm is designed for high performers who value impact over politics.
- **Work Style**: Flat teams with high autonomy; every employee owns delivery for client outcomes. Remote/hybrid policy not specified, but roles appear to be UK‑based with some global presence.
- **Perks & Environment**: Modern tools, strong leadership support, and the chance to shape a fast‑growing firm from an early stage. Emphasis on “the right tools, culture, capital, and leadership to enable people to do their best work.”
- **Engineering Culture**: Technical roles (Data Engineer, Solution Architect) are embedded in a firm that treats AI as a core capability, offering engineers exposure to real‑world finance transformation.

## Sources
1. [unity-advisory.com](https://unity-advisory.com/)
2. [jobs.ashbyhq.com/unity-advisory](https://jobs.ashbyhq.com/unity-advisory)
3. [linkedin.com/company/unity-advisory](https://www.linkedin.com/company/unity-advisory)
4. [unity-advisory.com/careers](https://unity-advisory.com/careers)
5. [unity-advisory.com/what-we-do](https://unity-advisory.com/what-we-do)

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