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

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

Trilogy is seeking a finance strategist with the instincts of an operator and the precision of a dealmaker—someone who excels in uncertainty, takes ownership of results, and uses AI as an essential tool.

You'll collaborate with founders and executives to shape the future of SaaS or education enterprises, crafting financial systems and investment structures that enable smart scaling.

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

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

Nice-to-have Requirements

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.

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.

Trilogy is an equal opportunities employer and welcomes applications from diverse candidates.

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