Head of Finance

Job Description:

• Lead Bidgely’s finance function through its next stage of growth
• Own planning, forecasting, cash management, executive reporting, accounting oversight, audit, tax, controls, systems, and team development
• Translate company strategy into financial plans, resource-allocation recommendations, and operating priorities
• Advise the CEO and executive team on risks, opportunities, tradeoffs, and capital deployment
• Partner with functional leaders on financial discipline, accountability, and decision quality
• Manage banking and venture debt facilities, debt covenants, capital structure, and investor relationships
• Own and improve the integrated three-statement operating model
• Lead annual planning, rolling forecasts, scenario modeling, and long-range planning across the company and international entities
• Establish budget-versus-actuals reporting, forecast updates, and executive commentary
• Define and maintain SaaS and operating metrics
• Analyze revenue, pipeline, implementation timing, customer profitability, product and regional performance, headcount, pricing, commissions, and operating expenses
• Prepare monthly financial packages and quarterly Board materials
• Support investor reporting, fundraising, lender relationships, and diligence
• Oversee global accounting and outsourced accounting partners
• Lead external audit and coordinate tax, statutory, sales-tax, international-tax, and other compliance activities
• Manage transfer pricing, foreign exchange exposure, and cross-border tax compliance
• Build controls for cash, revenue, payroll, commissions, approvals, and data integrity
• Own cash visibility, liquidity planning, treasury relationships, cash-flow forecasting, collections, invoicing discipline, DSO, and renewal visibility
• Provide governance over payroll, incentive compensation, commissions, headcount planning, benefits economics, expenses, and procurement controls
• Lead the finance systems roadmap across ERP, FP&A, reporting, expense, headcount, and data integrity
• Reduce manual work and build scalable workflows
• Build, lead, and develop a high-performing finance organization
• Assess finance processes and risks during the first 90 days
• Improve forecast accuracy, unit-economics insight, audit readiness, controls, scalability, and AI adoption during the first year
• Report to the CEO and partner with executive leadership, the Board, investors, auditors, advisors, banks, and cross-functional leaders

Requirements:

• Senior finance leadership experience in a growth-stage, venture-backed, or otherwise complex technology company
• Strong experience across strategic finance and accounting/controllership
• Direct experience with B2B SaaS, enterprise software, or businesses with long sales cycles, high contract values, implementation complexity, and recurring or multi-year revenue
• Deep experience with ASC 606 revenue recognition for complex multi-element enterprise SaaS deals
• Experience building or substantially improving three-statement models, operating plans, forecasts, cash-flow models, and executive reporting
• Strong understanding of SaaS metrics, revenue mechanics, deferred revenue, customer profitability, gross margin, and unit economics
• Experience working with Boards, investors, auditors, tax advisors, banks, and external service providers
• Experience managing global or multi-entity finance operations and U.S. and international compliance environments
• Track record designing practical controls and processes
• Advanced Excel or Google Sheets capability
• Comfort working across CRM, ERP, payroll, expense, and reporting systems
• Excellent written and verbal communication
• Judgment and confidence to challenge assumptions, make decisions with incomplete information, and escalate issues early
• Experience operating in a company scaled above $50M ARR, preferably exceeding $100M ARR
• Proven track record delivering on budget, navigating long sales cycles, lumpy revenue, SaaS metrics, tight spend management, and EBITDA targets
• Strong experience and enthusiasm for AI-driven finance tools, automation, and modern financial technologies
• CPA, CA, or equivalent professional qualification is welcome, but not required
• Authorization to work in the United States without sponsorship

Benefits:

• Equity
• Bonus
• Remote work with travel to the Los Altos, CA office as needed
• Work on technology that supports a more intelligent and efficient energy system
• Direct partnership with senior leaders on growth, profitability, and company-scale decisions
• Visible impact across strategy, operations, systems, and organizational development