Division CFO, Trilogy (Remote) - $400,000/year USD

Overview

Division CFO, 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

• Create and manage comprehensive 3-statement models with clear drivers, integrated ERP outputs, and AI-enhanced scenario analysis.
• Deliver complete investment packages—including models, sensitivity analysis, and board-ready memos—within 72 hours.
• Analyze and optimize key metrics such as CAC, retention, pricing, and utilization to uncover impactful assumptions.
• Transform fragile business plans into structured, measurable execution strategies with defined KPI benchmarks.
• Oversee and refine financial systems to facilitate real-time decision-making in SaaS and education portfolios.

What You Won’t Be Doing

• Handling routine tasks like closing the books, filing audits, or focusing on compliance—this role is not for controllers or FP&A managers.
• Managing large teams or serving as a career counselor—leadership here is about results, not headcount.
• Creating presentations that go unnoticed—every proposal must be grounded in robust models and tested assumptions with a clear action plan.
• Settling into a routine role—expect a dynamic, high-paced environment rich with ambiguity and driven by AI.
• Seeking approval to innovate—your mission is to challenge strategies and sharpen them swiftly.

Division CFO Key Responsibilities

Design and manage an AI-enhanced financial system that informs critical investment decisions, supports scalable growth, and provides clarity for execution across 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, engaging with clients/boards, and making investment decisions.
• Professional credentials such as CPA, ACA, ACCA, CFA, CIMA, or MBA, with solid knowledge of US GAAP/IFRS and integrated financial statements.
• Experience with enterprise-level ERP systems like NetSuite, Oracle, or SAP.
• Proven ability to use AI for modeling, scenario planning, research, memo creation, and automation.
• History of producing polished, strategic models and board-level recommendations swiftly and effectively.
• Reside 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 existing frameworks.
• Background in dynamic, founder-driven environments with evolving roles and candid communication cultures.

About Trilogy

Hundreds of software businesses run on the Trilogy Business Platform. Trilogy has three long-standing focus areas: recruiting top talent, innovating technology, and incubating new businesses. Our approach emphasizes simple, customer-facing designs and cloud-based solutions.

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 is $200 USD/hour, totaling $400,000 USD/year assuming 40 hours/week and 50 weeks/year. The payment period is weekly. For details, see www.crossover.com/help-and-faqs.

Crossover Job Code: LJ-3652-CH-Geneva-GroupChiefFina.014

Additional Information

• Seniority level: Executive
• Employment type: Full-time
• Job function: Business Development, Finance, and Engineering
• Industries: Accounting, Financial Services, and IT Services and IT Consulting

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