Vice President of Strategic Finance
$400,000 USD/year Pay is set based on global value, not the local market. Most roles = hourly rate x 40 hrs x 50 weeks 

Not accepting applications on crossover.com at this time.

Description

You didn't build your career in IB, PE, or Big 4 M&A to spend your days reviewing budgets and approving slide decks.

You're built to design, challenge, and drive forward — transforming ambiguous strategy into precise execution frameworks, not multi-year projections that gather dust. You've honed financial modeling in high-pressure environments. Now you're ready to deploy that expertise where it directly influences operating strategy, not just deal memos. This role delivers exactly that.

Trilogy seeks a strategic finance leader with operational instincts and dealmaker precision: someone comfortable in uncertainty, accountable for results, and fluent in using AI as a strategic extension. You'll partner directly with founders and senior executives to define the trajectory of SaaS and education ventures, designing the financial infrastructure and investment logic that enable intelligent scaling, not indiscriminate growth.

If your perfect week involves dissecting a flawed business case, reconstructing it with phased milestones and KPI boundaries, and delivering a memo that shifts executive thinking, this is your opportunity.

You won't be leading 30-person departments. You won't be enforcing budget compliance. You won't be waiting years to see impact. You'll be driving strategy with velocity, discipline, and AI-powered precision, and your contributions will reshape ventures that are reshaping industries.

What you will be doing

  • Constructing and maintaining 3-statement models with explicit assumptions, integrated ERP data, and AI-augmented scenario analysis.
  • Delivering complete investment packages — models, sensitivity frameworks, and board-grade memos — within 72 hours.
  • Stress-testing CAC, retention, pricing, utilization, and related variables to generate clarity and expose critical assumptions.
  • Transforming brittle business plans into structured, trackable execution roadmaps with embedded KPI controls.
  • Managing and continuously improving live financial systems that inform real-time decision-making across SaaS and education assets.

What you will NOT be doing

  • Managing month-end close, audit preparation, or compliance workflows — this is not a controller or traditional FP&A management position.
  • Building or supervising large teams — you influence through deliverables, not org charts.
  • Producing presentations that languish unopened — every proposal must be grounded in rigorous models, validated assumptions, and actionable decision paths.
  • Working at a predictable pace — this role is intentionally high-velocity, AI-integrated, and ambiguity-intensive.
  • Waiting for approval to challenge the status quo — you're expected to interrogate strategy and sharpen it continuously.

Key responsibilities

Design and operate an AI-enabled financial infrastructure that informs critical investment decisions, supports scalable growth, and ensures execution precision across rapidly expanding SaaS and education businesses.

Candidate requirements

  • 5+ years in IB, PE, or Big 4 M&A/Corporate Finance (excluding audit/tax), with hands-on experience in deal modeling, board/client engagement, and investment analysis.
  • CPA, ACA, ACCA, CFA, CIMA, or MBA, with comprehensive understanding of US GAAP/IFRS and consolidated financial statements.
  • Prior hands-on experience with enterprise ERP platforms (e.g., NetSuite, Oracle, SAP).
  • Proven application of AI as a strategic tool for modeling, scenario development, research, memo creation, and process automation.
  • Demonstrated ability to deliver models and executive-level recommendations with speed, rigor, and strategic insight.
  • Based in UTC-8 to UTC+3 time zones.

Nice to have

  • Familiarity with SaaS or EdTech operating models.
  • Experience designing financial systems and infrastructure, beyond just modeling execution.
  • Background in fluid, founder-driven organizations with dynamic priorities and transparent feedback cultures.

Meet the hiring manager

Watch Video
Watch Video

Meet a successful candidate

Steve Graham
Steve  |  SVP of Finance
United States  

When he applied for a role on Crossover, Steve was looking to apply his broad CRO experience in a dynamic environment. In previous companies...

Read Steve's Story

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Chat-style
screening interview.
STEP 1

Chat-style
screening interview.

Cognitive 
aptitude test.
STEP 2

Cognitive 
aptitude test.

Prove real-world 
job skills.
STEP 3

Prove real-world 
job skills.

Interview with the hiring manager.
STEP 4

Interview with the hiring manager.

Pass
proctored test.
STEP 5

Pass
proctored test.

Accept job offer.
STEP 6

Accept job offer.

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