Division CFO
@ Trilogy

Hybrid
$400,000
Hybrid
Full Time
Posted 5 days ago

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XXXXXXXXXX XXXXXXXXXXXXX XXXXXXXXXX******* @trilogy.com
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Job Details

About the Division CFO Role at Division CFO

Trilogy is seeking a financial strategist with a strong background in Private Equity, Investment Banking, or Big 4 M&A to drive strategic financial decision-making. In this role, you will transform complex financial data into actionable models that directly impact business outcomes for SaaS and education ventures.

Key Responsibilities

  • Craft comprehensive 3-statement models with ERP integration and AI scenario analysis.
  • Develop complete investment packages with rapid turnaround.
  • Analyze key metrics like CAC, retention, pricing, and utilization rates.
  • Transform business strategies into structured, measurable roadmaps.
  • Design a dynamic, AI-enhanced financial ecosystem.

What You Won’t Be Doing

  • Handling month-end close or audit coordination.
  • Managing large teams or enforcing strict compliance routines.
  • Creating presentations without actionable data.
  • Settling into predictable routines in a fast-paced environment.

Basic Requirements

  • Minimum 5 years' experience in PE, IB, or Big 4 M&A.
  • Professional qualification (CPA, CFA, MBA, etc.).
  • Expertise in enterprise-level ERP platforms.
  • Proven experience with AI tools for financial modeling.
  • Experience in delivering sophisticated models and executive recommendations.
  • Ability to work within UTC-8 to UTC+3 time zones.

Nice-to-Have

  • Familiarity with SaaS or EdTech business models.
  • Experience in dynamic, founder-driven organizations.

About Trilogy

For three decades, Trilogy has relentlessly sought top talent, driven technological innovation and incubated new businesses. This is a place where great work is celebrated, and careers grow by leaps and bounds.

Working with Us

This is a full-time, long-term position available immediately under an independent contractor agreement with Crossover. The role pays $200 USD/hour (equivalent to $400,000 USD/year), with weekly payments.

Key skills/competency

  • Financial modeling
  • AI integration
  • Investment analysis
  • Strategic planning
  • ERP systems
  • SaaS
  • EdTech
  • Private equity
  • M&A
  • US GAAP
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How to Get Hired at Trilogy

🎯 Tips for Getting Hired

  • Research Trilogy's culture: Study their mission, values, and recent projects.
  • Customize your resume: Emphasize transaction modeling and AI experience.
  • Showcase your expertise: Highlight PE, IB, and M&A accomplishments.
  • Prepare for case studies: Be ready for rapid scenario analyses.

📝 Interview Preparation Advice

Technical Preparation

Review ERP systems like Oracle and SAP.
Practice AI-driven financial modeling techniques.
Brush up on integrated 3-statement models.
Familiarize with advanced scenario analysis tools.

Behavioral Questions

Describe a time you challenged a strategy.
Explain handling fast-paced decision-making.
Share examples of collaborative leadership.
Discuss adapting to ambiguous situations.

Frequently Asked Questions