Head of Finance

Bidgely

. Lead Bidgely’s finance function through its next stage of growth .

Posted 10/12/2026full-timeRemote • California • United StatesLead💰 $205,000 - $315,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in strategic finance, accounting oversight, and SaaS metrics, with a strong focus on financial planning, forecasting, and compliance in a growth-stage technology environment. Proven ability to lead finance teams, manage investor relationships, and improve financial processes and controls.

Highest-signal resume keywords

Senior Finance Leadership ExperienceStrategic Finance and Accounting/ControllershipB2B SaaS ExperienceASC 606 Revenue RecognitionAdvanced Excel or Google Sheets Capability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningForecastingCash ManagementThree-Statement ModelsSaaS MetricsRevenue MechanicsDeferred RevenueBudgetingAudit ReadinessFinancial Reporting

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationJudgmentDecision-MakingConfidence

Tools & Technologies

CRM SystemsERP SystemsPayroll SystemsExpense Reporting SystemsFinancial Technologies

Certifications & Qualifications

CPACA

Industry Keywords

Venture-BackedComplex Technology CompanyMulti-Entity Finance OperationsCompliance EnvironmentsAI-Driven Finance Tools

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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