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

Overview

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

Join to apply for the Portfolio Finance Director, Trilogy (Remote) - $400,000 / year USD role at Trilogy. This range is provided by Trilogy. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay

$200.00 / hr - $200.00 / hr

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. For three decades, Trilogy has been known for Relentlessly seeking top talent, Innovating new technology, and incubating new businesses. 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.

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.

Job details

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

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