Job Description
Join Trilogy as a Director of Finance Strategy. We are 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 will collaborate with founders and executives to shape the future of SaaS or education enterprises, crafting financial systems and investment structures that enable smart scaling. Your perfect week involves dismantling a flawed business plan, reconstructing it with strategic milestones and KPI safeguards, and delivering memos that make execs sit up and take notice.
Responsibilities
- 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.
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 solid 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.
We offer a compensation package of $200 USD/hour, which equates to $400,000 USD/year assuming 40 hours per week and 50 weeks per year.
Trilogy is an equal opportunities employer and welcomes applications from all qualified candidates.
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📌 Director of Finance Strategy, Trilogy (Remote) - $400,000/year USD
🏢 Trilogy
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