Head of Finance

This is a fully remote position, open to applicants in California.

📋 Description

• Lead Bidgely’s finance department through its upcoming growth phase.

• Take ownership of planning, forecasting, cash management, executive reporting, accounting oversight, auditing, taxation, controls, systems, and team development.

• Convert company strategy into financial plans, resource allocation suggestions, and operational priorities.

• Provide guidance to the CEO and executive team on risks, opportunities, trade-offs, and capital allocation.

• Collaborate with functional leaders to promote financial discipline, accountability, and decision-making quality.

• Oversee banking and venture debt facilities, debt covenants, capital structure, and investor relations.

• Manage and enhance the integrated three-statement operating model.

• Direct annual planning, rolling forecasts, scenario modeling, and long-term planning for the company and its international branches.

• Establish reporting for budget versus actuals, forecast updates, and executive commentary.

• Define and maintain SaaS and operational metrics.

• Analyze revenue, pipeline, implementation timing, customer profitability, product and regional performance, headcount, pricing, commissions, and operating expenses.

• Prepare monthly financial packages and quarterly materials for the Board.

• Assist with investor reporting, fundraising, lender relationships, and due diligence.

• Supervise global accounting and outsourced accounting partners.

• Lead external audits and coordinate compliance activities related to tax, statutory, sales-tax, international tax, and other areas.

• Manage transfer pricing, foreign exchange risk, and cross-border tax compliance.

• Establish controls for cash, revenue, payroll, commissions, approvals, and data integrity.

• Ensure visibility into cash flow, liquidity planning, treasury relationships, cash-flow forecasting, collections, invoicing discipline, Days Sales Outstanding (DSO), and renewal visibility.

• Oversee governance over payroll, incentive compensation, commissions, headcount planning, benefits economics, expenses, and procurement controls.

• Lead the finance systems roadmap, including ERP, FP&A, reporting, expense management, headcount, and data integrity.

• Minimize manual tasks and create scalable workflows.

• Build, lead, and nurture a high-performing finance organization.

• Evaluate finance processes and risks within the first 90 days.

• Enhance forecast accuracy, unit economics insight, audit readiness, controls, scalability, and AI adoption within the first year.

• Report directly to the CEO and collaborate 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 similarly complex technology firm.

• Strong background in strategic finance as well as accounting and controllership.

• Direct experience with B2B SaaS, enterprise software, or businesses characterized by long sales cycles, high contract values, implementation complexities, and recurring or multi-year revenue.

• Extensive knowledge of ASC 606 revenue recognition for complex multi-element enterprise SaaS contracts.

• Proven experience in building or significantly enhancing three-statement models, operating plans, forecasts, cash-flow models, and executive reporting.

• Strong comprehension of SaaS metrics, revenue mechanics, deferred revenue, customer profitability, gross margin, and unit economics.

• Experience engaging with Boards, investors, auditors, tax advisors, banks, and external service providers.

• Proven capability in managing global or multi-entity finance operations and navigating U.S. and international compliance environments.

• A track record of designing effective controls and processes.

• Advanced proficiency in Excel or Google Sheets.

• Comfort in working across CRM, ERP, payroll, expense, and reporting systems.

• Exceptional written and verbal communication skills.

• Sound judgment and confidence to challenge assumptions, make decisions with incomplete information, and escalate issues proactively.

• Experience in a company with over $50M ARR, preferably exceeding $100M ARR.

• Proven success in delivering on budget, managing long sales cycles, volatile revenue, SaaS metrics, stringent spending management, and EBITDA targets.

• Strong enthusiasm for AI-driven finance tools, automation, and contemporary financial technologies.

• CPA, CA, or an equivalent professional qualification is preferred but not essential.

• Authorization to work in the United States without sponsorship.

🏝️ Benefits

• Equity.

• Bonus.

• Remote work with occasional travel to the Los Altos, CA office as necessary.

• Opportunity to work on technology that enhances a more intelligent and efficient energy system.

• Direct collaboration with senior leaders on growth, profitability, and company-scale decisions.

• Visible impact across strategy, operations, systems, and organizational development.