Overview

Director of Finance Strategy, Trilogy (Remote) - $400,000/year USD

Join to apply for the Director of Finance Strategy, Trilogy (Remote) role at Trilogy. This range is provided by Trilogy; your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200.00/hr - $200.00/hr

What You Will Be Doing

• Crafting and managing 3-statement models with defined drivers, integrated ERP outputs, and AI-driven scenario analysis.
• Delivering comprehensive investment packs—complete with models, sensitivity analyses, and board-ready memos—within 72 hours.
• Evaluating CAC, retention, pricing, utilization, and other key metrics to uncover high-impact assumptions.
• Transforming weak business plans into structured, measurable action plans with KPI checkpoints.
• Maintaining and improving live financial systems that enable real-time decision-making across SaaS and education portfolios.

What You Won’t Be Doing

• Handling book closures, audits, or compliance tasks—this is not a controller or FP&A manager role.
• Overseeing large teams or acting as a career advisor—you lead through results, not team size.
• Creating presentations that go unnoticed—each suggestion must be supported by models, validated assumptions, and clear decision paths.
• Working in a predictable environment—expect a fast-paced, AI-integrated, and ambiguity-rich setting.
• Seeking approval to think ambitiously—your role is to challenge strategy and enhance its speed and precision.

Director Of Finance Strategy Key Responsibilities

Design and manage an AI-integrated financial system that influences critical investment decisions, supports scalable growth, and provides clear execution pathways for rapidly expanding SaaS and education ventures.

Basic Requirements

• 5+ years in PE, IB, or Big 4 M&A/Corporate Finance (excluding audit/tax), with hands-on experience in deal modeling, client/board interactions, and investment decisions.
• Holding a CPA, ACA, ACCA, CFA, CIMA, or MBA, with a strong grasp of US GAAP/IFRS and integrated financial statements.
• Experience with enterprise-level ERP systems (e.g., NetSuite, Oracle, SAP).
• Proven use of AI for modeling, scenario planning, research, memo creation, and automation.
• History of producing prompt, polished models and board-level recommendations with strategic insight.
• Located within UTC-8 to UTC+3 time zones.

Nice-to-have Requirements

• Familiarity with SaaS or EdTech business models.
• Experience in designing financial systems, beyond just modeling within them.
• Background in ambiguous, founder-driven environments with evolving responsibilities and high-candor cultures.

About Trilogy

Hundreds of software businesses run on the Trilogy Business Platform. Trilogy has been known for relentlessly seeking top talent, innovating new technology, and incubating new businesses. The company emphasizes simple customer-facing designs and cloud-based stacks. Trilogy is a place to work with great people, grow your career, and contribute meaningfully.

Working with us

This is a full-time (40 hours per week), long-term position. The role is immediately available and requires entering into an independent contractor agreement with Crossover as a Contractor of Record. The compensation level is $200 USD/hour, equating to $400,000 USD/year assuming 40 hours per week and 50 weeks per year. Payment is weekly. For details, see www.crossover.com/help-and-faqs.

Crossover Job Code: LJ-3652-GB-COUNTRY-DirectorofFina

Seniority level

• Executive

Employment type

• Full-time

Job function

• Finance, Management, and Strategy/Planning
• Industries: Financial Services, Investment Management, and Venture Capital and Private Equity Principals

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