Head of Finance

🔥 12 hours ago

🏄 California – Remote

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💵 $205k - $315k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Logo of Bidgely

Bidgely

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

• 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

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