You've conquered the high-stakes world of PE, IB, or Big 4 M&A. Now it's time to stop watching from the sidelines and start driving the action.Financial wizardry isn't just about crafting elegant models—it's about transforming strategic chaos into executable brilliance. You've honed your financial acumen under pressure; now leverage that expertise where it directly shapes business outcomes, not just decorates pitch decks.Trilogy seeks a financial strategist who thinks like an operator and communicates like a dealmaker. You thrive when others see only complexity, you own results rather than processes, and you harness AI as an extension of your analytical prowess. Working shoulder-to-shoulder with founders and executive teams, you'll architect the financial infrastructure and investment frameworks that enable SaaS and education ventures to scale with precision and purpose.If your perfect day involves dismantling a questionable business strategy, reconstructing it with clear milestones and performance metrics, and delivering insights that make leadership rethink their approach—you've found your calling.This isn't about managing sprawling teams or enforcing budget compliance. This is about wielding financial strategy with intelligence, thoroughness, and AI-enhanced efficiency to fundamentally alter the trajectory of world-changing ventures.
What You Will Be Doing
- Crafting comprehensive 3-statement models with clear drivers, seamless ERP integration, and AI-powered scenario analysis
- Developing complete investment packages—models, sensitivity analyses, and board-ready documentation—with 72-hour turnaround
- Rigorously analyzing CAC, retention metrics, pricing structures, utilization rates, and key levers to expose critical assumptions and drive strategic clarity
- Transforming vulnerable business strategies into structured, measurable execution roadmaps with defined performance guardrails
- Developing and continuously refining dynamic financial systems that enable real-time decision-making across diverse SaaS and education portfolios
What You Won’t Be Doing
- Managing month-end close, coordinating audits, or focusing on compliance tasks—this transcends traditional controller or FP&A functions
- Overseeing extensive teams or prioritizing personnel development—your leadership manifests through results, not organizational hierarchy
- Producing presentations that languish unread—every recommendation must be substantiated by robust models, validated assumptions, and actionable decision frameworks
- Settling into predictable routines—expect a fast-paced, AI-integrated environment where ambiguity is the norm, not the exception
- Waiting for approval to challenge conventions—your mandate is to scrutinize strategy and elevate its impact and execution velocity
Division CFO Key Responsibilities
Design and implement an AI-enhanced financial ecosystem that powers critical investment decisions, sustainable growth strategies, and operational clarity across rapidly scaling SaaS and education ventures.
Basic Requirements
- Minimum 5 years' experience in Private Equity, Investment Banking, or Big 4 M&A/Corporate Finance (excluding audit/tax), with proven expertise in transaction modeling, stakeholder engagement, and investment evaluation
- Professional qualification (CPA, ACA, ACCA, CFA, CIMA, or MBA) with comprehensive understanding of US GAAP/IFRS standards and integrated financial reporting
- Hands-on experience with enterprise-level ERP platforms (NetSuite, Oracle, SAP, or equivalent)
- Proven capability leveraging AI tools for financial modeling, scenario development, research, documentation, and process automation
- Demonstrated history of delivering sophisticated models and executive-level recommendations characterized by speed, professionalism, and strategic insight
- Based within UTC-8 to UTC+3 time zones
Nice-to-have Requirements
- Familiarity with SaaS or EdTech business models and industry dynamics
- Proven track record designing comprehensive financial infrastructures, beyond simply working within established systems
- Previous success in dynamic, founder-driven organizations characterized by evolving priorities and direct communication cultures
About Trilogy
Hundreds of software businesses run on the Trilogy Business Platform. For three decades, Trilogy has been known for 3 things: Relentlessly seeking top talent, Innovating new technology, and incubating new businesses. Our technological innovation is spearheaded by a passion for simple customer-facing designs. Our incubation of new businesses ranges from entirely new moon-shot ideas to rearchitecting existing projects for today's modern cloud-based stack. Trilogy is a place where you can be surrounded with great people, be proud of doing great work, and grow your career by leaps and bounds.There is so much to cover for this exciting role, and space here is limited. Hit the Apply button if you found this interesting and want to learn more. We look forward to meeting you!
Working with us
This is a full-time (40 hours per week), long-term position. The position is immediately available and requires entering into an independent contractor agreement with Crossover as a Contractor of Record. The compensation level for this role is $200 USD/hour, which equates to $400,000 USD/year assuming 40 hours per week and 50 weeks per year. The payment period is weekly. Consult www.crossover.com/help-and-faqs for more details on this topic.Crossover Job Code: LJ-3652-IN-COUNTRY-DivisionCFO.003
