Head of Finance

Overview

Lead Bidgely's finance function through its next stage of growth as SVP of Finance, owning the financial operating system end to end, from planning, forecasting and cash management to accounting oversight, audit, tax, controls, systems and team development. Reports to the CEO.

What you'll do

• Translate company strategy into rigorous financial plans, resource-allocation recommendations and measurable operating priorities.
• Serve as a trusted financial partner to the CEO and executive team, providing clear points of view on risks, opportunities, tradeoffs and capital deployment.
• Bring finance into product, pricing, delivery, customer, market-expansion and organizational decisions early.
• Manage banking and venture debt facilities, debt covenants, capital structure and investor relationships alongside the CEO.
• Own and continuously improve an integrated three-statement operating model.
• Lead annual planning, rolling forecasts, scenario modeling and long-range planning across the company and its international entities.
• Define and maintain consistent SaaS and operating metrics, including ARR/CARR, retention, churn and contraction, CAC and payback, gross margin, cash burn, runway and Rule of 40 as appropriate.
• Build decision-useful analysis of revenue, pipeline, implementation timing, customer profitability, pricing, commissions and operating expenses.
• Prepare monthly financial packages and quarterly Board materials that explain what changed, why, and what management should do next.
• Support investor reporting, fundraising, lender relationships and diligence as needed.
• Prepare board approval packages for company-wide equity grants, options administration and executive compensation.
• Provide executive oversight of the global accounting function and outsourced accounting partners.
• Ensure timely, accurate, consolidation-ready monthly, quarterly and annual reporting.
• Oversee revenue recognition, technical accounting, reconciliations, intercompany accounting and equity accounting.
• Lead the external audit and coordinate tax, statutory, sales-tax, international-tax and other compliance across relevant jurisdictions.
• Manage intercompany transfer pricing, foreign exchange exposure and cross-border tax compliance across US and international entities, including India.
• Own cash visibility, liquidity planning, treasury relationships and rolling cash-flow forecasting.
• Partner with Revenue and Accounting on commercial terms, invoicing discipline, collections, DSO and renewal visibility.
• Review significant contracts, commitments, insurance, financing and other financial-risk matters.
• Provide financial governance over payroll, incentive compensation, commissions, headcount planning, benefits economics, employee expenses and procurement controls.
• Define and lead the finance systems roadmap, including ERP, FP&A, reporting, expense, headcount and data integrity.
• Reduce manual work and build repeatable workflows that remain effective as the company grows.
• Build, lead and develop a high-performing finance organization spanning strategic finance, accounting, controllership and finance operations.
• Drive major AI adoption across finance workflows.

What you'll need

• Senior finance leadership experience in a growth-stage, venture-backed or otherwise complex technology company.
• Strong experience across both strategic finance and accounting/controllership.
• Direct experience with B2B SaaS, enterprise software, or another business with long sales cycles, high contract values, implementation complexity, and recurring or multi-year revenue.
• Demonstrated experience with mergers and acquisitions from both sides of the transaction, including acquiring companies and navigating the acquisition of a company by another organization.
• Strong understanding of and experience with financial due diligence, transaction structuring, valuation and post-acquisition integration.
• Deep experience with ASC 606 revenue recognition for complex multi-element enterprise SaaS deals involving professional services, implementation delays and multi-year contract structures.
• Demonstrated ability to build or substantially improve 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 working across U.S. and international compliance environments.
• A track record of designing practical controls and processes that improve accuracy without making the business unnecessarily slow.
• Advanced Excel or Google Sheets capability and comfort working across CRM, ERP, payroll, expense and reporting systems.
• Excellent written and verbal communication, including explaining complex financial issues in clear executive language.
• Experience operating in a company scaled above $50M ARR, preferably exceeding $100M ARR.
• Proven track record of delivering on budget, navigating long sales cycles, lumpy revenue, SaaS metrics, tight spend management and EBITDA targets.
• Strong experience and enthusiasm for leveraging AI-driven finance tools, automation and modern financial technologies.

Nice to have

• Prefer to have worked on and possibly implemented scaled accounting and FP&A software.
• A CPA, CA or equivalent professional qualification is welcome.

Details

• Location: Remote, with travel to the Los Altos, CA office as needed.
• Reports to the CEO.
• Works with a distributed team across North America, Europe, India and the Middle East.