Overview

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

Base pay range: $200.00/hr - $200.00/hr. 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

• Architect and operate an AI-integrated financial system that drives high-stakes investment decisions, scalable growth, and executional clarity across fast-scaling SaaS and education ventures.
• Producing full investment packs — models, sensitivity analysis, and board-ready memos — in under 72 hours.
• Pressure-test CAC, retention, pricing, utilization, and other levers to drive clarity and surface high-impact assumptions.
• Redesign fragile business plans into sequenced, measurable execution paths with KPI guardrails.
• Own and refine live financial systems that power real-time decisions across SaaS and education portfolios.

What You Won’t Be Doing

• Closing the books, filing audits, or spending time on compliance — not a controller or FP&A manager role.
• Managing large teams or playing career counselor — you lead through output, not headcount.
• Creating decks that die in inboxes — every recommendation must be backed by models, tested assumptions, and a clear go/no-go path.
• Operating in cruise control — this is a high-tempo, AI-native, ambiguity-rich environment by design.
• Asking for permission to think big — your remit is to interrogate strategy and make it sharper, faster.

Director Of Investment Finance – Key Responsibilities

Architect and operate an AI-integrated financial system that drives high-stakes investment decisions, scalable growth, and executional clarity across fast-scaling SaaS and education ventures.

Qualifications

Basic Requirements

• 5+ years in PE, IB, or Big 4 M&A/Corporate Finance (not audit/tax), with direct exposure to deal modeling, client/board interaction, and investment decisions.
• CPA, ACA, ACCA, CFA, CIMA, or MBA, with deep knowledge of US GAAP/IFRS and integrated financial statements.
• Prior experience with enterprise-grade ERP systems (e.g., NetSuite, Oracle, SAP).
• Demonstrated use of AI as a co-pilot for modeling, scenario planning, research, memo drafting, and automation.
• Track record of producing models and board-level recommendations with speed, polish, and strategic clarity.
• Located within UTC-8 to UTC+3 time zones.

Nice-to-have Requirements

• Exposure to SaaS or EdTech business models.
• Experience architecting financial systems, not just modeling within them.
• Prior experience in ambiguous, founder-led environments with evolving scope and high-candor cultures.

About Trilogy

Hundreds of software businesses run on the Trilogy Business Platform. Trilogy has been known for three decades for: Relentlessly seeking top talent, Innovating new technology, and incubating new businesses. Our work emphasizes simple customer-facing designs and cloud-based stacks. Trilogy is a place to be surrounded with great people, do great work, and grow your career.

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. Compensation is $200 USD/hour, equating to $400,000 USD/year assuming 40 hours/week and 50 weeks/year. Payment is weekly. For details, see www.crossover.com/help-and-faqs.

Crossover Job Code: LJ-3652-GB-COUNTRY-DirectorofInve

Location & Seniority

• Seniority level: Executive
• Employment type: Full-time
• Job function: Consulting, Finance, and Engineering
• Industries: Financial Services, Investment Banking, and Venture Capital and Private Equity Principals

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