Director of Finance Strategy

Trilogy

You've conquered the high-stakes world of PE, IB, or Big 4 M&A. But now, you're ready to move beyond mere budget oversight and PowerPoint approvals.Join us to transform chaotic strategies into actionable execution plans. Your expertise in financial modeling under pressure isn't just for investment memos anymore it's the foundation for operational plans that drive real change. This is your opportunity.At Trilogy, we're seeking a finance strategist with the instincts of an operator and the precision of a dealmaker someone who excels in uncertainty, takes ownership of results, and uses AI as an essential tool. You'll collaborate with founders and executives to shape the future of SaaS or education enterprises, crafting financial systems and investment structures that enable smart scaling.If your perfect week involves dismantling a flawed business plan, reconstructing it with strategic milestones and KPI safeguards, and delivering memos that make execs sit up and take notice, this is the role for you.This isn't about managing large teams or policing budgets. You won't wait years to see your impact. You'll craft strategy with speed, accuracy, and AI-driven precision, influencing ventures that are altering the global landscape.What You Will Be DoingCrafting 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 DoingHandling 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.Director Of Finance Strategy Key ResponsibilitiesDesign 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 Requirements5+ 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 RequirementsFamiliarity 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 TrilogyHundreds of software businesses run on the Trilogy Business Platform. For three decades, Trilogy has been known for 3 things: Relentlessly seeking top talent, Innovating new technology, and incubating new businesses. Our technological innovation is spearheaded by a passion for simple customer-facing designs. Our incubation of new businesses ranges from entirely new moon-shot ideas to rearchitecting existing projects for today's modern cloud-based stack.