You didn't build your expertise in private equity, investment banking, or Big 4 M&A advisory to spend your days monitoring budgets and approving slide presentations.Your mandate is to design, challenge, and propel — converting ambiguous strategy into disciplined execution frameworks, not multi-year projections that sit on shelves. You've honed the craft of financial modeling in demanding environments. Now you're ready to apply that expertise where it directly influences operating roadmaps, not merely supporting investment theses. This role delivers that opportunity.Trilogy seeks a finance strategist with operational intuition and deal-making precision: a professional who excels amid uncertainty, drives accountability, and harnesses AI as an extension of cognitive capacity. You'll collaborate directly with founders and senior leaders to define the trajectory of SaaS and education ventures, constructing the financial infrastructure and investment logic that enable intelligent scaling, not unchecked growth.If your ideal workweek involves dissecting a fragile strategy, reconstructing it with phased objectives and performance controls, and delivering analysis that reorients executive priorities, this opportunity aligns with your strengths.You won't oversee large finance teams. You won't enforce budgetary compliance. You won't wait years to see results. You'll drive strategy with velocity, discipline, and AI-augmented rigor, and your contributions will redirect the course of ventures reshaping their industries.
What You Will Be Doing
- Constructing and maintaining integrated 3-statement models with granular drivers, ERP data feeds, and AI-powered scenario analysis.
- Delivering complete investment packages — models, sensitivity frameworks, and executive-ready memoranda — within 72 hours.
- Stress-testing customer acquisition costs, retention metrics, pricing structures, utilization rates, and other critical levers to clarify assumptions and identify high-impact variables.
- Transforming weak business plans into structured, trackable execution sequences with KPI-based controls.
- Managing and refining dynamic financial systems that enable real-time decision-making across SaaS and education portfolios.
What You Won’t Be Doing
- Managing month-end close processes, audit filings, or compliance workflows — this is not a controllership or FP&A management position.
- Leading large teams or serving as a people manager — influence stems from deliverables, not organizational span.
- Producing presentations that languish unread — every strategic recommendation must be supported by robust models, validated assumptions, and actionable decision criteria.
- Working at a measured pace — this is an accelerated, AI-enabled, ambiguity-forward environment by intent.
- Waiting for approval to challenge assumptions — your role is to scrutinize strategy and enhance its precision and speed.
Vice President Of Strategic Finance Key Responsibilities
Design and operate an AI-enhanced financial infrastructure that informs critical investment choices, supports scalable expansion, and delivers operational precision across rapidly growing SaaS and education businesses.
Basic Requirements
- 5+ years in private equity, investment banking, or Big 4 M&A/Corporate Finance (excluding audit/tax), with hands-on experience in deal modeling, client/board engagement, and investment analysis.
- CPA, ACA, ACCA, CFA, CIMA, or MBA qualification, with comprehensive understanding of US GAAP/IFRS and consolidated financial statements.
- Previous experience working with enterprise ERP platforms (e.g., NetSuite, Oracle, SAP).
- Proven application of AI tools to support modeling, scenario development, research, memo preparation, and process automation.
- History of delivering financial models and board-level insights with speed, professionalism, and strategic depth.
- Based within UTC-8 to UTC+3 time zones.
Nice-to-have Requirements
- Familiarity with SaaS or EdTech operating models.
- Experience designing financial systems, not only building models within existing frameworks.
- Background in fluid, founder-driven settings with dynamic responsibilities 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-VicePresidento
