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

TrilogyWorkFromHome, New Zealand

29 days ago

Job description

Overview

Join to apply for the Director of Finance Strategy, Trilogy (Remote) - $400,000 / year USD role at Trilogy.

Base pay and terms

This range is provided by Trilogy. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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—complete with models, sensitivity analyses, and board-ready memos—within 72 hours.
Evaluating CAC, retention, pricing, utilization, and other key metrics to uncover high-impact assumptions.
Transforming weak business plans into structured, measurable action plans with KPI checkpoints.
Maintaining and improving live financial systems that enable 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—each suggestion must be supported by models, validated assumptions, and clear decision paths.

Working in a predictable environment—expect a fast-paced, AI-integrated, and ambiguity-rich setting.

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

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 relentlessly seeking top talent, innovating new technology, and incubating new businesses. Our aim is simple customer-facing design and the growth of new ventures—from moon-shot ideas to rearchitected projects for today’s cloud-based stack.

Working with us

This is a full-time (40 hours per week), long-term position. The role is immediately available and requires entering into an independent contractor agreement with Crossover as a Contractor of Record. The compensation level for this role is $200 USD / hour, which equates to $400,000 USD / year assuming 40 hours per week and 50 weeks per year. The payment period is weekly. For details, see

Crossover Job Code : LJ-3652-NZ-COUNTRY-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 Of Finance • WorkFromHome, New Zealand