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Portfolio Finance Director, Trilogy (Remote) - $400,000 / year USD
TrilogyWorkFromHome, Mpumalanga, South Africa7 hours ago
Job type
- Remote
Job descriptionHandling book closures, audits, or compliance tasks — this role is not for a controller or FP&A manager. Managing large teams or serving as a career coach — you lead through deliverables, not team size. Creating presentations that go unnoticed — every suggestion must be supported by models, validated assumptions, and a definitive go / no-go approach. Operating on autopilot — this is an environment rich in ambiguity and driven by high tempo and AI. Seeking permission to innovate — your mission is to challenge strategy and refine it, quickly and effectively. 5+ years in PE, IB, or Big 4 M&A / Corporate Finance (excluding audit / tax), with hands-on experience in deal modeling, client / board interaction, and investment decision-making. CPA, ACA, ACCA, CFA, CIMA, or MBA, with comprehensive understanding of US GAAP / IFRS and integrated financial statements. Experience with enterprise-grade ERP systems (e.g., NetSuite, Oracle, SAP). Proven use of AI as an assistant for modeling, scenario planning, research, memo drafting, and automation. History of delivering models and board-level recommendations swiftly, with precision and strategic depth. Residing within UTC-8 to UTC+3 time zones. Familiarity with SaaS or EdTech business models. Experience in designing financial systems, beyond just modeling within them. Previous experience in ambiguous, founder-led environments with evolving roles and high-transparency cultures. Seniority level : Executive Employment type : Full-time Job function : Finance, Management, and Strategy / Planning Industries : Financial Services, IT Services and IT Consulting, and Venture Capital and Private Equity Principals
Overview
Portfolio Finance Director, Trilogy (Remote) - $400,000 / year USD
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
- Crafting and managing 3-statement models with clear drivers, integrated ERP outputs, and AI-enhanced scenario analysis.
- Generating comprehensive investment packages — including models, sensitivity analyses, and board-ready memos — in less than 72 hours.
- Scrutinizing CAC, retention, pricing, utilization, and other levers to enhance clarity and reveal impactful assumptions.
- Transforming weak business plans into structured, measurable execution paths with KPI safeguards.
- Managing and improving live financial systems that enable real-time decision-making in SaaS and education portfolios.
What You Won’t Be Doing
Portfolio Finance Director Key Responsibilities
Design and manage an AI-powered financial system that informs critical investment decisions, scalable growth, and executional clarity across rapidly expanding SaaS and education ventures.
Basic Requirements
Nice-to-have Requirements
About Trilogy
Hundreds of software businesses run on the Trilogy Business Platform. Trilogy has been known for Relentlessly seeking top talent, Innovating new technology, and incubating new businesses. Our incubation ranges from new moon-shot ideas to rearchitecting existing projects for today’s cloud-based stack. Trilogy is a place to be surrounded by 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. The compensation level for this role is $200 USD / hour, equating to $400,000 USD / year assuming 40 hours / week and 50 weeks / year. The payment period is weekly. For details, see
Crossover Job Code : LJ-3652-ZA-COUNTRY-PortfolioFinan
Job Details
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Finance Director • WorkFromHome, Mpumalanga, South Africa
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