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

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

TrilogyWorkFromHome, Otago, New Zealand
10 hours ago
Job description

Overview

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

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
  • Referrals increase your chances of interviewing at Trilogy by 2x

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    Director Strategy • WorkFromHome, Otago, New Zealand

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