Deals and Value Creation Analytics - Manager

Role Summary

As a Deals and Value Creation Manager in the CFO Office team, you will play a pivotal role in delivering advanced analytics and strategic insights to help our clients make better financial and commercial decisions. Amongst other services, the CFO Office unit specialises in: Deal Readiness, Value Creation, Decision Support, and Reporting Insights. In this role, you will lead projects across these areas – challenging the status quo, harnessing cutting-edge data analysis (including AI/LLM tools), and collaborating closely with clients and colleagues to drive tangible results. This is a client-facing, hands-on position in a fast-growing start-up / scale-up environment, offering the chance to work on high-impact engagements and help build a new kind of consultancy from the ground up.

Responsibilities

• Critically assess and enhance clients’ exit readiness by challenging the equity story, KPIs, and business plan reporting to maximise exit value for clients preparing for a sale or IPO.

• Use commercial analytics to identify and unlock profitability improvements, such as analysing customer or product profitability, SKU rationalization, pricing strategy, or site/network optimisation

• Apply advanced analytics, including forecasting, scenario modelling, and predictive modelling, to support better financial and commercial decision-making

• Develop and implement 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. 

Qualifications

•   ACA, CIMA, or equivalent accounting/finance certification

• Proven experience in a consulting role, preferably at a Big Four or boutique firm, with a track record of delivering value to clients

• Hands-on experience in deals, transactions, or M&A, such as transaction services, due diligence, or private equity portfolio support.

• Exceptional data management and analytical capabilities, with proficiency in working with large datasets, financial models, and BI/analytics tools. Familiarity with tools like Excel, SQL, or Python, as well as data visualization software, is a plus.

• Keen interest or exposure to artificial intelligence and large language models, with a willingness to learn and apply new AI/LLM-based techniques in your work.

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 BE ADVISED THAT WE DO NOT ACCEPT ANY UNSOLICITED CVS FROM THIRD PARTIES