FP&A Consultant

Project Overview

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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

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### 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-r