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Director of Finance Strategy, Trilogy (Remote) - $400,000 / year USD

TrilogyWorkFromHome, Canterbury, New Zealand

5 hours ago

Job description

Overview

This role partners with founders and executives to shape the financial strategy of SaaS and education ventures. You will design and implement AI-enabled financial systems and investment structures that support fast, intelligent scaling.

What You Will Be Doing

Crafting and managing 3-statement models with defined drivers, integrated ERP outputs, and AI-driven scenario analysis.
Delivering comprehensive investment packs — models, sensitivity analyses, and board-ready memos — within 72 hours.
Evaluating CAC, retention, pricing, utilization, and other key metrics to identify high-impact assumptions.
Transforming weak business plans into structured, measurable action plans with KPI checkpoints.
Maintaining and improving live financial systems enabling real-time decision-making across SaaS and education portfolios.

What You Won’t Be Doing

Handling book closures, audits, or compliance tasks—this is not a controller or FP&A manager role.

Overseeing large teams or acting as a career advisor—you lead through results, not team size.

Creating presentations that go unnoticed—every suggestion must be supported by models, validated assumptions, and clear decision paths.

Working in a predictable environment—this role operates in a fast-paced, AI-integrated, ambiguity-rich setting.

Seeking approval to think ambitiously—your role is to challenge strategy and enhance its speed and precision.

Director Of Finance Strategy Key Responsibilities

Design and manage an AI-integrated financial system that influences critical investment decisions, supports scalable growth, and provides clear execution pathways for rapidly expanding SaaS and education ventures.

Basic 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 interactions, and investment decisions.

Holding a CPA, ACA, ACCA, CFA, CIMA, or MBA, with a strong grasp of US GAAP / IFRS and integrated financial statements.

Experience with enterprise-level ERP systems (e.g., NetSuite, Oracle, SAP).

Proven use of AI for modeling, scenario planning, research, memo creation, and automation.

History of producing prompt, polished models and board-level recommendations with strategic insight.

Located within UTC-8 to UTC+3 time zones.

Nice-to-have Requirements

Familiarity with SaaS or EdTech business models.

Experience in designing financial systems, beyond just modeling within them.

Background in ambiguous, founder-driven environments with evolving responsibilities and high-candor cultures.

About Trilogy

Hundreds of software businesses run on the Trilogy Business Platform. Trilogy is known for talent, innovation, and incubation of new businesses, with a focus on simple customer-facing designs and cloud-based stacks. This is a place to grow your career, surrounded by ambitious colleagues.

Working with Us

This is a full-time (40 hours per week), long-term contractor role via Crossover as Contractor of Record. Compensation is $200 USD / hour ($400,000 USD / year assuming 40 hours / week and 50 weeks / year). Payment is weekly. Details at

Crossover Job Code : LJ-3652-NZ-Wellingt-DirectorofFina

Seniority level

Executive

Employment type

Full-time

Job function

Finance, Management, and Strategy / Planning

Industries : Financial Services, Investment Management, and Venture Capital and Private Equity Principals

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Director Strategy • WorkFromHome, Canterbury, New Zealand