FP&A Consultant

🔥 14 hours ago

🇺🇸 United States – Remote

💵 $75 - $125 / hour

⏳ Contract/Temporary

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Bidgely

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2011

⚡ Energy

🤖 Artificial Intelligence

☁️ SaaS

💰 $18M Venture Round - Bidgely on 2023-07

Energy • Artificial Intelligence • SaaS

Bidgely is an energy analytics company that provides utilities and energy providers with AI-powered software for customer energy insights, meter data analytics, and appliance-level energy disaggregation (non-intrusive load monitoring). Its platform uses machine learning to analyze smart meter and IoT data to enable customer engagement, demand response, energy efficiency programs, and distributed energy resource (DER) planning. Bidgely sells to enterprise utility customers as a B2B SaaS solution focused on improving customer experience and operational energy programs.

📋 Description

• Audit existing financial models, reporting tools, assumptions, and data dependencies • Design and construct a clean, fully integrated, driver-based three-statement operating model in Excel or Google Sheets • Incorporate enterprise sales cycles, implementation timing, phased launches, deferred revenue, and multiyear contract structures • Document key assumptions, inputs, calculations, and model-maintenance procedures • Design a standardized monthly flash-report package covering financial performance, cash, forecasts, and relevant SaaS metrics • Develop repeatable quarterly board-reporting templates with clear, automated data visualizations • Reduce manual reporting effort and improve the consistency, transparency, and reliability of financial outputs • Establish documentation and processes enabling the internal Finance team to maintain the completed reporting infrastructure • Evaluate information flow between RevOps, CRM pipeline data, implementation timelines, and revenue-recognition forecasting • Recommend and implement improvements to the Closed Won-to-financial-forecast workflow • Reduce manual handling, duplicated inputs, and model fragility • Develop analyses covering unit economics, margin performance, ASP and pricing trends, customer-level profitability, geography/product/segment performance, sales capacity and quota alignment, cash runway, hiring scenarios, and growth-versus-profitability trade-offs • Translate financial findings into data-supported recommendations for executive leadership • Identify material financial risks, opportunities, and sensitivities • Advise on customer profitability, cash management, resource allocation, and commission-structure alignment • Present recommendations and supporting analyses to executive stakeholders • Coordinate with designated Bidgely stakeholders while independently determining methods and approach • Complete defined financial-modeling, reporting, automation, and advisory deliverables during the initial three-month engagement

🎯 Requirements

• At least seven years of experience in Finance, FP&A, Strategic Finance, or related advisory work • At least three years of direct enterprise B2B SaaS experience • At least two years of investment-banking experience strongly preferred • Demonstrated experience building fully integrated, driver-based three-statement financial models from the ground up • Strong understanding of ASC 606, deferred revenue, annual and multiyear SaaS contracts, and implementation-dependent revenue forecasting • Advanced proficiency in Excel and/or Google Sheets • Experience working with CRM and financial systems such as Salesforce, NetSuite, QuickBooks, or comparable platforms • Experience developing executive and board-level financial reporting • Ability to translate complex financial analysis into clear recommendations for senior leadership • Strong independent judgment and confidence to test assumptions and identify weaknesses in existing models • An established independent consulting practice or demonstrated history of providing comparable services to multiple clients is preferred • Authorized to work in the United States without sponsorship