---
title: 'FP&A Consultant at Bidgely, Inc'
canonical: 'https://feeny.ai/job/fp-a-consultant-bidgely-inc-united-states-p3vgv83mbbzj'
type: 'job'
last_seen: '2026-09-07'
---

# FP&A Consultant at Bidgely, Inc

- **Company:** Bidgely, Inc
- **Location:** United States
- **Compensation:** $75–$125/hr
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-03
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.ashbyhq.com/bidgely-inc/385a34dc-661d-46c1-b3e2-bd8ed5a81bed

## Job description

## PROJECT OVERVIEW

Bidgely is seeking an experienced independent FP&A consultant to evaluate and upgrade our financial-modeling and reporting infrastructure.

This is a hands-on consulting engagement focused on strengthening our existing financial model, automating recurring reporting, improving the connection between commercial and financial data, and providing targeted strategic analysis to executive leadership.

Bidgely is an enterprise SaaS company with long sales cycles, high annual contract values, implementation-intensive deployments, and multiyear customer agreements. The successful consultant will bring deep enterprise SaaS experience and the technical ability to build sophisticated, durable financial tools—not simply adapt generic templates.

## PROJECT DELIVERABLES

## FINANCIAL MODEL AUDIT AND ARCHITECTURE

- 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.

## REPORTING INFRASTRUCTURE AND AUTOMATION

- 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.

## DATA INTEGRATION

- Evaluate the existing flow of information between RevOps, CRM pipeline data, implementation timelines, and revenue-recognition forecasting.
- Recommend and implement practical improvements to the Closed Won-to-financial-forecast workflow.
- Reduce manual handling, duplicated inputs, and model fragility.

## SPECIALIZED SCENARIO MODELING

Develop targeted analyses addressing areas such as:

- Unit economics and margin performance
- ASP and pricing trends
- Customer-level profitability
- Performance by geography, product, or segment
- Sales capacity and quota alignment
- Cash runway and hiring scenarios
- Growth-versus-profitability trade-offs

## STRATEGIC ADVISORY

- Translate financial findings into clear, 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 relevant executive stakeholders.

## CONSULTANT QUALIFICATIONS

- 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 the 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.

## ENGAGEMENT STRUCTURE

This is an initial three-month independent consulting engagement centered on defined financial-modeling, reporting, automation, and advisory deliverables. The consultant will coordinate with designated Bidgely stakeholders while independently determining the appropriate methods and approach for completing the work.

Any material expansion of the project or follow-on support would be addressed through a separately agreed extension or statement of work.

## TO APPLY

Please provide:

- A brief overview of your enterprise B2B SaaS experience
- Examples of integrated operating models or reporting infrastructures you have built
- A description of your experience with ASC 606 and complex enterprise revenue forecasting
- Your proposed hourly rate and availability
- Information about your independent consulting practice and comparable client engagements

Confidential or proprietary client materials should not be submitted. Sanitized examples or summaries of prior work are welcome.

## About Bidgely, Inc

## Company Overview
- **One-liner**: Bidgely provides AI-powered energy analytics solutions to utilities, enabling them to optimize grid operations, personalize customer engagement, and accelerate the clean energy transition.
- **Entity Type**: Private (Series C, Debt-II)
- **Headquarters**: Mountain View, California, United States
- **Founded**: 2011
- **Founders**: Not publicly named (founded by "two guys in a garage" per company history)

## Core Business
- **Primary industry/industries**: Energy Analytics, Utility Software, Artificial Intelligence, Clean Energy
- **Target customers**: Utilities (B2B, Enterprise), Energy Retailers
- **Mission or purpose statement**: "To accelerate a clean energy future by empowering energy companies and consumers to make smarter energy decisions." [bidgely.com](https://www.bidgely.com/careers)

## Products & Services
- **UtilityAI Platform**: An AI-powered suite that uses patented disaggregation technology to analyze energy usage from smart meter data. It provides insights for grid planning, demand response, customer engagement, and EV load management.
- **EV Product Suite**: A set of solutions to detect and manage electric vehicle charging loads, helping utilities optimize grid capacity and engage EV customers.
- **Customer Engagement Solutions**: Personalized energy insights and recommendations delivered to utility customers via web, mobile, and email.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total Funding of **$108.7M** (across 10 rounds, including a $27M Series C led by Georgian in 2018 and a recent Debt-II round). Annual Revenue estimated at **$12.3M**. [linkedin.com](https://www.linkedin.com/company/bidgely)
- **Notable Investors/Partners**: Khosla Ventures, Georgian, E.ON, Innogy, Constellation Technology Ventures (Exelon), CIBC Innovation Banking, Moore Strategic Ventures. [cbinsights.com](https://www.cbinsights.com/company/bidgely)
- **Growth Signals**: 258 employees (+17.3% YoY); over 15 million homes under contract; surpassed 1 TWh of energy savings for customers; expanding in North America, Europe, and Asia Pacific. [linkedin.com](https://www.linkedin.com/company/bidgely) [bidgely.com](https://www.bidgely.com/careers)

## Competitive Advantages
- **Patented Disaggregation Technology**: Core IP that uses low-frequency data from smart meters to identify and separate individual appliance and device energy usage (e.g., EV charging, HVAC, water heaters) without needing hardware in the home.
- **Deep Utility Focus**: Solely dedicated to the utility sector, with a platform purpose-built for their specific grid, regulatory, and customer engagement needs.
- **Proven Scale & Impact**: Over 15 million homes under contract and measurable energy savings (1 TWh) provide strong reference-ability and trust with potential new utility clients.

## Strategic Focus
- **Electrification & EV Growth**: Launching and scaling a full EV product suite to help utilities manage the growing load from electric vehicles.
- **Global Expansion**: Expanding reach across North America, Europe, and Asia Pacific.
- **Grid Modernization**: Helping utilities decarbonize the grid and optimize operations using advanced AI analytics.

## Why Work Here
- **Culture**: Emphasizes innovation, quality, making a difference, and results. Described as a fast-paced environment with high expectations where merit and readiness are valued over tenure. [bidgely.com](https://www.bidgely.com/careers)
- **Remote/Hybrid Policy**: Offers flexible work arrangements and remote roles for many positions, particularly in the US and India. [bidgely.com](https://www.bidgely.com/careers)
- **Notable Perks**: Competitive compensation, stock option grants, flexible PTO, 6 weeks paid parental leave, annual professional development stipend, 401(k), comprehensive health benefits (Medical, Dental, Vision) starting day one, wellness resources and Employee Assistance Program. [bidgely.com](https://www.bidgely.com/careers)
- **Engineering Culture**: Strong technical team (39% in technical roles) with a modern tech stack including Python, Kubernetes, Docker, MongoDB, and microservices. Opportunities for growth into senior and principal engineering roles. [linkedin.com](https://www.linkedin.com/company/bidgely)
- **Employer Rating**: 3.4/5.0 on LinkedIn (216 reviews), with specific scores: Work-Life 3.5, Compensation 3.7, Culture 3.6, Career 3.7. [linkedin.com](https://www.linkedin.com/company/bidgely)

## Sources
1. [Bidgely Careers Page](https://www.bidgely.com/careers)
2. [Bidgely LinkedIn Company Profile](https://www.linkedin.com/company/bidgely)
3. [CB Insights Company Profile](https://www.cbinsights.com/company/bidgely)
4. [Indeed Company Profile](https://www.indeed.com/cmp/Bidgely-Inc.)
5. [Bidgely Company Page (Archive)](https://stage.bidgely.com/company/)

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