Portfolio Finance Director, Trilogy (Remote) - $400,000/year USD
9 hours ago
London
You didn't spend years in PE, IB, or Big 4 M&A just to rubber-stamp budgets and polish slide decks. You're here to design, challenge, and propel—transforming ambiguous strategy into rock-solid execution frameworks, not multi-year projections that gather dust. You've honed the discipline of financial modeling in high-pressure settings. Now you want to apply that expertise where it directly influences real operating decisions, not merely pitch books. This is that opportunity. Trilogy seeks a finance strategist with operational instincts and deal-making precision: someone who excels in uncertainty, takes ownership of results, and uses AI as an extension of their thinking. You'll collaborate directly with founders and senior leaders to define the trajectory of SaaS or education businesses, creating the financial infrastructure and investment logic that enable smart scaling, not unnecessary expansion. If your ideal workweek involves dissecting a weak business case, reconstructing it with phased milestones and KPI checkpoints, and delivering a memo that compels the leadership team to rethink their approach, this role will suit you. You won't be overseeing 30-person departments. You won't be enforcing budget compliance. You won't be waiting ten years to see results. You'll be influencing strategy with velocity, discipline, and AI-augmented precision—and your contributions will redirect 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, and AI-powered scenario analysis., • Delivering complete investment packages—models, sensitivity frameworks, and board-ready documentation—within 72 hours., • Stress-testing CAC, retention, pricing, utilization, and other key levers to expose critical assumptions and drive decision clarity., • Transforming fragile business plans into phased, trackable execution roadmaps with embedded KPI safeguards., • Managing and continuously improving live financial systems that support real-time decision-making across SaaS and education portfolios. What You Won’t Be Doing • Handling month-end close, audit filings, or compliance workflows—this is not a controller or FP&A management position., • Building or supervising large teams—you influence through deliverables, not org charts., • Producing presentations that never lead to action—every proposal must be grounded in rigorous models, validated assumptions, and a clear decision path., • Working at a steady, predictable pace—this is intentionally a fast-moving, AI-native, high-ambiguity setting., • Waiting for approval to challenge assumptions—you're expected to interrogate strategy and sharpen it proactively. Portfolio Finance Director Key Responsibilities Design and operate an AI-enabled financial infrastructure that underpins high-stakes investment choices, scalable expansion, and execution precision across rapidly growing SaaS and education businesses. Basic Requirements • 5+ years in PE, IB, or Big 4 M&A/Corporate Finance (excluding audit/tax), with hands-on experience in deal modeling, stakeholder engagement, and investment analysis., • CPA, ACA, ACCA, CFA, CIMA, or MBA, with comprehensive understanding of US GAAP/IFRS and integrated financial reporting., • Prior work with enterprise-grade ERP platforms (e.g., NetSuite, Oracle, SAP)., • Proven application of AI to enhance modeling, scenario development, research, memo creation, and process automation., • History of delivering models and executive-level recommendations with speed, quality, and strategic insight., • Based within UTC-8 to UTC+3 time zones. Nice-to-have Requirements • Familiarity with SaaS or EdTech operating models., • Background in building financial systems from the ground up, not just working within existing structures., • Prior work in fluid, founder-driven settings with shifting priorities and direct communication norms. About Trilogy Hundreds 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. Trilogy is a place where you can be surrounded with great people, be proud of doing great work, and grow your career by leaps and bounds. There is so much to cover for this exciting role, and space here is limited. Hit the Apply button if you found this interesting and want to learn more. We look forward to meeting you! Working with us This is a full-time (40 hours per week), long-term position. The position 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. Consult for more details on this topic. Crossover Job Code: LJ-3652-GB-COUNTRY-PortfolioFinan.006