About Unity Advisory
Unity Advisory is a modern advisory business built for today's CFO. It combines deep expertise with an AI-native operating model designed to deliver better evidence, faster execution and stronger client outcomes.
Through direct access to the expertise needed to solve complex challenges and a pace of delivery that enables organisations to seize opportunities, Unity delivers advisory as it should be, through a model that is free from audit conflict.
The Role
We're building a Managed Services practice from the ground up — a new, ongoing offer for mid-market and private equity-backed businesses, built on modern tooling and automation rather than junior headcount. It sits as a horizontal across Tax, Office of the CFO and Deals, so you'll work closely with key partners across the business to solution, price and deliver AI-native managed services offerings from scratch.
You'll generate and close new business yourself, build the technical solution across people, process and technology, own the commercial model and proposals, and stay close enough to delivery to make sure it runs the way you sold it. Expect your week to move between pitch meetings and client engagement reviews — solutioning and selling, then partnering with the service lines on delivery depending on where the domain expertise sits.
Key Responsibilities
• Win and grow managed services mandates across mid-market and PE-backed clients, owning the sales cycle from first conversation through to signed contract.
• Design, solution and price managed service propositions across Office of the CFO and Tax domains, built on automation rather than added headcount, and own the end-to-end technical solution and proposal for individual deals.
• Build relationships with PE deal teams and portfolio company CFOs so Unity is the natural choice for post-deal back office support.
• Work in conjunction with key partners to establish an effective managed services business.
• In conjunction with key partners and broader Unity service lines, set the delivery model for the Managed Services practice, including tooling decisions, process design and team structure, working with our tech and product team.
• Lead proposal writing, pitch presentations and RFP responses for new managed services opportunities.
• Build and mentor a solution and deals team as the practice grows, bringing in the right mix of managed services skillsets — i.e. pricing architecture, commercial architecture, transition architecture.
• Represent Unity externally — speaking, networking and building our name in AI-enabled Managed Services operations.
• Work with partners across Deals, Tax and Office of the CFO to identify cross-sell opportunities into existing client accounts.
Qualifications
• 10+ years in managed services, BPO or shared services, ideally with time at a Big 4, top 10 firm or specialist provider.
• A track record of originating and closing managed services deals of meaningful size — you can point to contracts you've won, not just delivered.
• A track record in solutioning and owning managed services deals that span multiple domains, including but not limited to tax and Office of the CFO services.
• Direct experience of building “first of a kind” managed services solutions / deals.
• Direct experience with PE-backed or mid-market businesses, and a real understanding of what a portfolio company CFO needs in the first 100 days post-deal.
• Experience owning a commercial book or P&L, with accountability for margin as well as delivery quality.
Work Environment
A truly hybrid and flexible working environment. You'll be building a new practice at a firm that puts automation and AI into how work actually gets delivered, not just how it's talked about, and you'll have real input into the tools and processes the practice runs on from day one.
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.
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