You built your expertise in PE, IB, or Big 4 M&A for more than budget oversight and slide reviews.Your focus is on designing, challenging, and driving execution—transforming ambiguous strategy into rigorous action plans rather than multi-year projections that sit unused. You've honed your financial modeling capabilities in demanding settings. Now you seek to apply that expertise where it directly influences operational roadmaps, not merely pitch documents. This position delivers that opportunity.Trilogy seeks a finance professional with strategic acumen and operational discipline: one who excels amid uncertainty, takes ownership of results, and integrates AI as a core productivity tool. You will collaborate closely with founders and senior leaders to define the trajectory of SaaS and education companies, establishing the financial infrastructure and decision frameworks that enable lean, intentional growth.If your preferred workflow involves dissecting flawed operating models, restructuring them with phased objectives and performance metrics, and delivering analyses that prompt executive recalibration, this role is designed for you.You will not oversee large finance departments. You will not enforce budget compliance. You will not wait years to see results. Instead, you will drive strategic direction with velocity, analytical rigor, and AI-augmented capability—and your contributions will influence the course of ventures making meaningful global impact.
What You Will Be Doing
- Constructing and maintaining integrated 3-statement financial models with transparent assumption drivers, ERP system linkages, and AI-supported scenario evaluation.
- Delivering complete investment documentation—financial models, sensitivity frameworks, and executive-ready analyses—within 72-hour turnarounds.
- Stress-testing key operational metrics including CAC, retention rates, pricing structures, and capacity utilization to expose critical assumptions and inform decision-making.
- Transforming under-developed business cases into structured, milestone-driven execution frameworks with embedded performance thresholds.
- Managing and iterating live financial platforms that enable immediate decision support across SaaS and education business units.
What You Won’t Be Doing
- Performing month-end close procedures, audit coordination, or compliance reporting—this position is neither a controllership nor traditional FP&A management function.
- Building or supervising large teams—your leadership stems from deliverables and insight, not organizational hierarchy.
- Producing presentations without follow-through—all strategic guidance must rest on validated models, tested logic, and explicit decision criteria.
- Working at a measured pace—this environment is intentionally fast-moving, AI-enabled, and structured around navigating complexity.
- Waiting for strategic direction—you are expected to challenge existing approaches and sharpen them proactively.
Portfolio Finance Director Key Responsibilities
Design and operate an AI-enhanced financial infrastructure that informs critical investment choices, enables scalable expansion, and ensures operational precision across rapidly growing SaaS and education enterprises.
Basic Requirements
- 5+ years in PE, IB, or Big 4 M&A/Corporate Finance (not audit/tax), with direct exposure to deal modeling, client/board interaction, and investment decisions.
- CPA, ACA, ACCA, CFA, CIMA, or MBA, with deep knowledge of US GAAP/IFRS and integrated financial statements.
- Prior experience with enterprise-grade ERP systems (e.g., NetSuite, Oracle, SAP).
- Demonstrated use of AI as a co-pilot for modeling, scenario planning, research, memo drafting, and automation.
- Track record of producing models and board-level recommendations with speed, polish, and strategic clarity.
- Located within UTC-8 to UTC+3 time zones.
Nice-to-have Requirements
- Exposure to SaaS or EdTech business models.
- Experience architecting financial systems, not just modeling within them.
- Prior experience in ambiguous, founder-led environments with evolving scope and high-candor 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-PortfolioFinan.002
