- Mastery in orchestrating a globally-distributed, always-on finance organization staffed by elite financial professionals
- The art of designing hyper-scalable centralized finance systems capable of absorbing weekly acquisitions while maintaining continuous audit-readiness
- Advanced problem-solving through methodical investigation and root cause analysis
- The calculated courage to move with velocity, embrace calculated risks, and extract wisdom from occasional failures
Description
Imagine transforming your elite financial expertise into an AI-driven powerhouse that can autonomously fuel a billion-dollar education revolution—even when you're not in the room.
At Trilogy, we're not just another finance department. We're the financial backbone of an educational transformation spanning schools, EdTech, and innovative models like 2 Hour Learning. We need a visionary who can match our disruptive pace—someone who sees finance not as spreadsheets and approvals, but as an AI-engineered marvel of efficiency and precision.
This role isn't about managing people—it's about engineering systems that make people unnecessary. You'll get your hands dirty in NetSuite and Ramp while simultaneously plotting their evolution through cutting-edge AI solutions. From tuition collection to ESA reimbursements, you'll create financial infrastructure so seamless it becomes invisible. We're seeking someone who doesn't just streamline processes—you obliterate them. If you believe traditional finance teams are bloated dinosaurs and AI is the meteor, here's your chance to reshape the landscape.
You won't merely witness how billion-dollar educational enterprises are built—you'll create the blueprint and scale it infinitely.
Are you ready to architect finance's future? Your revolution starts here.
What you will be doing
- Architecting revolutionary AI-first financial ecosystems that eliminate human touchpoints across all finance functions
- Deploying advanced automations and LLM technologies to replace error-prone manual tasks throughout NetSuite, Ramp, and other platforms
- Engineering bulletproof systems for mission-critical operations including tuition collection, ESA payments, tax documentation, and audit preparation
- Developing scalable, audit-ready financial reporting frameworks that seamlessly expand across multiple education verticals
- Relentlessly reinventing financial infrastructure to support billion-dollar business units without expanding headcount
What you will NOT be doing
- Overseeing a traditional finance team—your focus is systems architecture, not personnel management
- Spending precious hours supervising month-end closings or manually approving transactions
- Settling for "industry standard" ERP workflows—your mission is to identify inefficiency and eliminate it
- Pushing tedious tasks downward—you lead from the trenches, not the sidelines
- Maintaining status quo operations—we're in hypergrowth mode, not maintenance phase
Key responsibilities
Engineer a self-governing, AI-powered financial ecosystem capable of autonomously driving multiple billion-dollar education ventures with zero human intervention required.
Candidate requirements
- Professional certification in finance or accounting (CPA, ACA, ACCA, CIMA, CFA, or MBA)
- Proven track record in finance or accounting leadership at organizations exceeding $100M in revenue
- Either served 5+ years as an auditor with a top 10 global firm, or successfully navigated at least 5 audits with such firms
- Demonstrated proficiency with enterprise-grade ERP systems (NetSuite, SAP, or equivalent)
- Practical experience leveraging generative AI tools (ChatGPT, Claude, Gemini, etc.) in professional finance contexts
- Geographic location within UTC-8 to UTC+3 time zones essential
Nice to have
- Insider knowledge of U.S. K-12 education frameworks (private institutions, charter schools, ESA program mechanics)
- Proven success developing finance automation systems or AI-enhanced workflows from concept to implementation
- Background managing financial operations across multiple legal entities and jurisdictional boundaries
Meet the hiring manager
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How it works
Applying for a role? Here’s what to expect.
Crossover's skill assessment process combines innovative AI power with decades of human research, to take the guesswork, human bias, and pointless filters out of recruiting high-performing teams.
STEP 1
Pass Cognitive Aptitude Test.
STEP 2
Pass English Proficiency Test.
STEP 3
Prove Real-World Job & AI Skills.
STEP 4
Ace An Interview Or Two.
STEP 5
Accept Job Offer.
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Why Crossover
Recruitment sucks. So we’re fixing it.
The Olympics of work
It’s super hard to qualify—extreme quality standards ensure every single team member is at the top of their game.
Premium pay for premium talent
Over 50% of new hires double or triple their previous pay. Why? Because that’s what the best person in the world is worth.
Shortlist by skills, not bias
We don’t care where you went to school, what color your hair is, or whether we can pronounce your name. Just prove you’ve got the skills.
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