<link id='css--app'rel="stylesheet" href="/dist/css/app.min.css"> Opportunities – Trilogy


Director, Financial Planning & Analysis at Boundless
Remote / United States of America

We’re a team of immigrants and experts who have struggled with our own journeys through the complex, high-stakes U.S. immigration system. That is why we are building deeply customer-centric products and experiences to become the default trusted partner for all families through their entire immigration journey and their first ten years of life in a new country.

In 2020, Boundless acquired RapidVisa to become the largest player in the family immigration industry, helping tens of thousands of families every year achieve their dreams. After four years of policy headwinds, we are at an inflection point, projecting to grow 3-4x every year through the Biden administration and become the first brand in an industry that has never had one before.

We're backed by influential early-stage venture investors around the country, including Foundry Group (led by Brad Feld), Pioneer Square Labs, Two Sigma Ventures, Trilogy Equity Partners, Emerson Collective, and are well-capitalized for our upcoming growth.


This person will lead all recurring FP&A activities at Boundless, and will facilitate a strong understanding and confident communication of financial performance. They will influence resource allocation, strategic investments, and acquisition decisions, and help us scale our financial operations as we grow organically and through acquisition. They will work most closely with our accounting, strategic finance, and analytics teams, but will also interface with cross-functional budget holders and decision makers, including our heads of marketing, product, engineering, customer success, and people.

Successful candidates will be curious, able to simplify complex concepts, and exhibit a high degree of ownership. They should have a strong grasp of complex accounting concepts and be comfortable spending hours on end developing a deeper understanding of our accounts receivable or petition fulfillment dynamics. They will have the judgement and maturity to communicate proactively around challenges, key decisions, and any potential delays, and they will be skilled at managing their time against competing priorities and deadlines. This role reports to our VP, Finance & Strategy.

During your first six months in this role, you will:

  • Learn our business: Develop a deep understanding of our unit economics, product-level margins, and cash flow profile
  • Partner with budget-holders: Partner cross-functionally to help budget holders understand how they are spending relative to targets; answer important questions about resource allocation, contract tradeoffs, and more
  • Evolve our month-end analysis package: Evolve our month-end financial analysis reports with variance, trend and cash flow analysis; synthesize and communicate business performance to our senior leaders
  • Storytell: Craft month-end and quarter-end financial commentary for our exec team, investors, and board
  • Build & present a reforecast model: Update our 2022 budget model (including our P&L, cash flow model, and balance sheet), working closely with marketing (sales) and customer success (margin), to reflect changes in business operations and success of new business lines
  • Lead M&A modeling: Build M&A models for lenders and investors, marrying our operating plan with a viewpoint on financial performance and synergies, and working closely with our Director, Corporate Development
  • Project manage the implementation of new workflows: Work closely with our Controller and our analytics teams to stand up database reports that support our month-end accounting processes and evolution of our revenue recognition methodology

Within a year, you will:

  • Identify automation opportunities: Research and recommend new FP&A software/tools to enable analysis automation and help us scale our financial operations
  • Offer strategic recommendations: Identify and communicate opportunities for cost savings, growth opportunities, and business model efficiencies
  • Build our 2023 budget: Build our 2023 bottoms-up budget, leading all key workstreams (sales, cost of sales, hiring, cash flow modeling, etc.)
  • Build a team: Build a team of of Excel experts who can help us improve forecasting, evolve month-end analysis, and support a more complex org as we grow into new products, services, and business models

About this position:

Prior experience building detailed financial models is required for this role. Candidates should have a strong grasp of accounting concepts, be capable of analyzing financial statements, have exceptional attention to detail and be able to communicate complex financial topics to a wide range of audiences. Successful candidates will enjoy both collaborating with cross-functional team members to explore questions and opportunities, as well as flying solo on our cash flow forecast for days on end. This person should be comfortable operating with limited direction and take great pride in their work.