Description
You didn't build your expertise in IB, PE, or Big 4 M&A to spend your days policing budgets and rubber-stamping presentation decks.
You're built to design, challenge, and drive momentum — converting ambiguous strategy into airtight execution roadmaps, not multi-year projections that gather dust. You've honed the discipline of financial modeling in high-pressure environments. Now you're ready to apply that discipline where it influences real operating decisions, not just deal books. This role delivers that opportunity.
Trilogy seeks a finance strategist with operational instincts and dealmaker precision: someone energized by ambiguity, accountable for results, and fluent in AI as a force multiplier. You'll collaborate directly with founders and senior leaders to define the direction of SaaS or education businesses, constructing the financial infrastructure and decision frameworks that enable intelligent scaling, not sprawl.
If your best workweeks involve dismantling a fragile business case, reconstructing it with phased milestones and KPI checkpoints, and delivering a memo that resets executive thinking, this is your fit.
You won't oversee teams of 30. You won't enforce budget cycles. You won't wait ten years to see results. You'll drive strategy with velocity, discipline, and AI-augmented execution, and your contributions will redirect the course of ventures reshaping industries.
What you will be doing
- Constructing and maintaining integrated 3-statement models with transparent drivers, ERP-linked outputs, and AI-powered scenario analysis.
- Delivering complete investment packages — financial models, sensitivity frameworks, and executive-ready memos — within 72 hours.
- Stress-testing key metrics like CAC, retention, pricing, and utilization to sharpen clarity and expose critical assumptions.
- Transforming weak business plans into structured, trackable execution sequences with embedded KPI controls.
- Managing and continuously improving live financial platforms that support real-time decision-making across SaaS and education portfolios.
What you will NOT be doing
- Managing month-end close, audit filings, or compliance workflows — this role is not a controller or FP&A management position.
- Leading large teams or navigating organizational politics — your influence comes from deliverables, not org charts.
- Building presentations that languish unread — every proposal must be anchored in models, validated assumptions, and actionable decision paths.
- Working at a steady, predictable pace — this is a fast-moving, AI-driven, ambiguity-first environment by intention.
- Waiting for approval to challenge strategy — you're expected to interrogate plans and elevate their rigor and speed.
Key responsibilities
Design and manage an AI-enabled financial operating system that supports high-impact investment choices, sustainable growth, and operational precision across rapidly scaling SaaS and education companies.
Candidate requirements
- 5+ years in IB, PE, or Big 4 M&A/Corporate Finance (excluding audit/tax), with hands-on experience in deal modeling, stakeholder engagement, and investment decision-making.
- CPA, ACA, ACCA, CFA, CIMA, or MBA, with strong command of US GAAP/IFRS and fully integrated financial statements.
- Proven experience working with enterprise ERP platforms (e.g., NetSuite, Oracle, SAP).
- Demonstrated capability using AI tools to accelerate modeling, scenario development, research, memo creation, and workflow automation.
- History of delivering financial models and executive-level recommendations with speed, professionalism, and strategic insight.
- Based in time zones from UTC-8 to UTC+3.
Nice to have
- Familiarity with SaaS or EdTech operating models.
- Background in designing financial infrastructure, not only working within existing systems.
- Experience thriving in founder-led, high-ambiguity settings with dynamic priorities and direct feedback 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.
Frequently asked questions
About the role
Reviews
Meet some people who've landed similar jobs
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.
Join the world's largest community of 
AI-first remote workers.