Financial Operations Associate New Redwood City, CA
: Job Details :

Our mission is to accelerate the energy transition. 20% of US global warming emissions come from homes (that's more than cars!). The largest driver of home emissions is burning fossil fuels for heat. To accomplish the transition, over 80M US homes need to transition from combustion to efficient, electric heat pumps over the coming decades.

We believe for this to happen the world needs fantastic products that are easy and desirable to purchase. Today's heat pumps lack great design, make limited use of software, and are difficult and stressful to adopt. We are building a next generation, beautifully designed, AI optimized home heating and cooling system that is 10x better than what is on the market today. And we are making it easy to purchase and adopt by managing all sales, rebates, permitting and installation for our customers.

Role

We are seeking a very organized and detail-oriented Financial Operations Associate to manage key financial processes for our heat pump installation business. You will ensure the accuracy and efficiency of invoicing, accounts receivable, and rebate processing while working closely with our team in Redwood City. A critical aspect of your role will involve coordinating with multiple stakeholders to define, collect, and submit required documentation. Your efforts will directly support our mission by streamlining operations and working with our financial team to ensure reliability of payments.

Our operations team is the fastest-growing part of the company as we prepare to expand geographically. You will be a vital part of that growth, laying the foundations for operations that will help us scale to city number two and beyond.

Responsibilities

• Rebate and Consumer Financing Management
• Work with the field team to consistently collect all required information and documentation for rebate and financing applications.
• Process rebate and financing applications for our customers.
• Track rebate and financing payment status and follow up as necessary to ensure receipt.
• Track changes in rebate and financing programs with our partners.
• Invoicing & Accounts Receivable
• Own creating and sending invoices to customers.
• Track invoice completion and ensure timely collections of accounts receivable.
• Maintain accurate records of financial transactions.
• Vendor and Contractor Payments
• Manage vendor payments and reconciliation processes for installation or operational partners.
• Track and process contractor payments, ensuring timely and accurate disbursement.
• Process Improvement
• Identify opportunities to improve workflows across financial operations and collaborate with team members to enhance financial operations processes.
• Draft documentation for program requirements and process workflows.

Requirements

• Exceptional attention to detail
• Strong communication skills, both written and verbal.
• Ability to independently navigate, document and effectively formalize new processes.
• A bachelor's degree in finance, accounting, business administration, or a related field (or comparable professional experience) is a bonus.
• Proficiency with financial and accounting software is a bonus.
• You have a genuine interest in home electrification, accelerating the energy transition, and the product Quilt is building.

This is a part-time role in our Redwood City Office with an initial commitment of 20 hours per week. As we grow, there is potential for this position to transition into a full-time role.

The expected hourly wage range is $35 to $50 per hour, depending on experience.

This is an opportunity to join a highly skilled and ambitious team of people who truly care about the impact of their work. We are on a mission to accelerate a species-level human transition. For over a million years we've been burning things to stay warm. It's time to move to a better way of living.

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