Head of Corporate 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 sharpen your expertise in PE, IB, or Big 4 M&A just to police budgets and rubber-stamp slide decks.
You're here to design, challenge, and propel — converting ambiguous strategy into resilient execution frameworks, not multi-year projections that gather dust. You've honed the discipline of financial modeling in high-pressure settings. Now you're ready to apply that discipline where it informs real operational roadmaps, not just pitch books. This role delivers exactly that.
Trilogy seeks a finance strategist with an operator's mindset and a dealmaker's precision: someone who excels amid uncertainty, takes ownership of results, and harnesses AI as a cognitive extension. You'll collaborate directly with founders and senior leaders to define the trajectory of SaaS or education businesses, constructing the financial infrastructure and investment logic that enable intelligent scaling, not wasteful expansion.
If your ideal workweek involves dismantling a fragile business case, reconstructing it with phased milestones and KPI boundaries, and delivering a memo that makes the leadership team reconsider their assumptions, this is your opportunity.
You won't be overseeing 30-person departments. You won't be enforcing budget compliance. You won't be waiting years to see results. You'll be driving strategy with velocity, analytical rigor, and AI-augmented accuracy, and your contributions will reshape the course of ventures that are reshaping industries.
What you will be doing
- Constructing and maintaining 3-statement models with explicit assumptions, integrated ERP data feeds, and AI-powered scenario analysis.
- Delivering complete investment packages — models, sensitivity frameworks, and board-quality memos — within 72 hours.
- Stress-testing CAC, retention, pricing, utilization, and comparable metrics to clarify decisions and expose critical assumptions.
- Transforming weak business plans into structured, trackable execution roadmaps with KPI checkpoints.
- Managing and evolving live financial infrastructure that supports real-time decision-making across SaaS and education portfolios.
What you will NOT be doing
- Managing month-end close, audit processes, or compliance activities — this is not a controller or FP&A manager position.
- Leading large teams or acting as a people manager — influence comes from deliverables, not org chart size.
- Building presentations that languish unread — every proposal must be grounded in models, validated assumptions, and actionable decision paths.
- Working at a measured pace — this is a fast-moving, AI-first, high-ambiguity environment by intention.
- Waiting for approval to challenge orthodoxy — your mandate is to scrutinize strategy and sharpen it relentlessly.
Key responsibilities
Design and operate an AI-integrated financial infrastructure that informs high-impact 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 (not audit/tax), with hands-on experience in deal modeling, client/board engagement, and investment decision-making.
- CPA, ACA, ACCA, CFA, CIMA, or MBA, with comprehensive understanding of US GAAP/IFRS and integrated financial statements.
- Prior experience working with enterprise-grade ERP systems (e.g., NetSuite, Oracle, SAP).
- Proven use of AI as a modeling partner for scenario planning, research, memo creation, and process automation.
- History of delivering models and board-level insights with speed, refinement, and strategic precision.
- Located within UTC-8 to UTC+3 time zones.
Nice to have
- Familiarity with SaaS or EdTech business models.
- Experience designing financial systems, not only operating within them.
- Prior work in ambiguous, founder-led settings with fluid responsibilities and direct feedback cultures.
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Interview with the hiring manager.
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Accept job offer.
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