Description
Your experience in PE, IB, or Big 4 M&A wasn't meant for budget oversight and slide deck approvals.
You're positioned to design, challenge, and drive forward — transforming ambiguous strategy into rigorous execution frameworks, not multi-year projections that gather dust. You've honed financial modeling under demanding conditions. Now you're ready to apply that expertise where it informs real operating decisions, not solely investment theses. This role delivers that opportunity.
Trilogy seeks a finance strategist with operational instinct and transactional precision: an individual who excels amid uncertainty, takes ownership of results, and harnesses AI as an integrated capability. You'll collaborate directly with founders and senior leaders to define the trajectory of SaaS and education businesses, establishing the financial infrastructure and investment logic that enable intelligent scaling, not unchecked expansion.
If your preferred workweek involves dissecting a flawed strategy, reconstructing it with phased objectives and KPI controls, and delivering analysis that commands executive attention, this is your opportunity.
You won't oversee large departments. You won't police spending. You won't wait years to see results. You'll influence strategy with velocity, discipline, and AI-augmented rigor, and your contributions will redirect ventures that are reshaping industries.
What you will be doing
- Constructing and maintaining integrated 3-statement models with transparent drivers, ERP data feeds, and AI-supported scenario analysis.
- Delivering complete investment packages — financial models, sensitivity frameworks, and board-ready documentation — within 72 hours.
- Stress-testing CAC, retention, pricing, utilization, and related metrics to sharpen understanding and identify critical assumptions.
- Transforming weak business plans into structured, measurable execution roadmaps with defined KPI thresholds.
- Managing and continuously improving live financial platforms that inform real-time decision-making across SaaS and education portfolios.
What you will NOT be doing
- Performing month-end close, audit preparation, or compliance work — this is not a controller or FP&A management position.
- Building or supervising large teams — your influence derives from deliverables, not org chart position.
- Producing presentations that never drive action — every proposal must rest on robust models, validated assumptions, and clear decision criteria.
- Working at a measured pace — this environment is intentionally fast-moving, AI-enabled, and ambiguity-intensive.
- Waiting for approval to challenge norms — your mandate includes questioning strategy and refining it with precision and speed.
Key responsibilities
Design and operate an AI-enhanced financial infrastructure that informs critical investment choices, 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 analysis.
- CPA, ACA, ACCA, CFA, CIMA, or MBA, with strong command of US GAAP/IFRS and consolidated financial statements.
- Previous work with enterprise ERP platforms (e.g., NetSuite, Oracle, SAP).
- Proven application of AI tools for modeling, scenario development, research, memo creation, and process automation.
- History of delivering models and executive-level recommendations with speed, refinement, and strategic insight.
- Based in UTC-8 to UTC+3 time zones.
Nice to have
- Familiarity with SaaS or EdTech operating models.
- Background in designing financial systems, beyond working within existing structures.
- Experience in fluid, founder-driven settings with shifting priorities 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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