Description
You didn't spend years in PE, IB, or Big 4 M&A just to rubber-stamp budgets and polish slide decks.
You're here to design, challenge, and drive—transforming ambiguous strategy into airtight execution frameworks, not multi-year forecasts that collect dust. You've honed the discipline of financial modeling in high-pressure environments. Now you want to apply that expertise where it influences real operating decisions, not just pitch books. This role delivers that.
Trilogy seeks a finance strategist with operational instincts and dealmaker precision: someone energized by uncertainty, accountable for results, and fluent in AI as an extension of their thinking. You'll partner directly with founders and leadership to define the trajectory of SaaS or education businesses, constructing the financial infrastructure and decision frameworks that enable intelligent scaling, not bloat.
If your ideal week involves dissecting a flawed business case, reconstructing it with phased milestones and KPI safeguards, and delivering a memo that resets the executive conversation, this is your opportunity.
You won't oversee 30-person departments. You won't micromanage spend. You won't wait years to see impact. You'll drive strategy with velocity, discipline, and AI-augmented rigor, and your contributions will redirect ventures that are redefining industries.
What you will be doing
- Constructing and maintaining 3-statement models with transparent drivers, integrated ERP data flows, and AI-powered scenario analysis.
- Delivering complete investment packages—models, sensitivity frameworks, and board-ready documentation—within 72 hours.
- Stress-testing CAC, retention, pricing, utilization, and other performance levers to sharpen clarity and expose critical assumptions.
- Transforming weak business plans into structured, trackable execution roadmaps supported by KPI controls.
- Managing and evolving live financial infrastructure that enables real-time decision-making across SaaS and education portfolios.
What you will NOT be doing
- Executing month-end close, managing audits, or focusing on compliance—this isn't a controller or FP&A management position.
- Building or mentoring large teams—you influence through deliverables, not org charts.
- Producing presentations that languish unused—every proposal must rest on robust models, validated assumptions, and actionable decision paths.
- Settling into routine—this environment is fast-paced, AI-native, and intentionally ambiguous.
- Waiting for approval to challenge the status quo—your mandate is to interrogate strategy and elevate its quality and speed.
Key responsibilities
Design and manage an AI-enabled financial infrastructure that powers high-stakes investment decisions, sustainable growth, and operational precision across rapidly scaling SaaS and education ventures.
Candidate 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 engagement, and investment decision support.
- CPA, ACA, ACCA, CFA, CIMA, or MBA, with strong command of US GAAP/IFRS and integrated financial statements.
- Prior hands-on experience with enterprise-grade ERP platforms (e.g., NetSuite, Oracle, SAP).
- Proven use of AI as a modeling partner for scenario planning, research, memo creation, and workflow automation.
- Established history of delivering models and board-level recommendations with speed, refinement, and strategic insight.
- Based within UTC-8 to UTC+3 time zones.
Nice to have
- Familiarity with SaaS or EdTech business models.
- Experience designing financial systems, not just operating within them.
- Background in ambiguous, founder-led settings with fluid scope and direct communication cultures.
Meet the hiring manager
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.
Chat-style screening interview.
Cognitive aptitude test.
Prove real-world job skills.
Interview with the hiring manager.
Accept job offer.
Pass proctored test.
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