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ediphi

Finance Associate

  • Remote U.S. · Remote
  • Full-time
  • Posted

Skills

  • Accounting
  • Customer Success
  • Leadership
  • Operations
  • QuickBooks
  • Sales
  • Financial Modeling
  • Salesforce

Job description

ABOUT US

Ediphi https://www.ediphi.com/ offers the most comprehensive cloud-based estimating and preconstruction solution on the market. Our goal is to reduce the time spent in preconstruction, enabling projects to break ground more quickly and estimators to feel more confident in their work.

We started when Michael Navarro, a former estimator at Suffolk, knew there was a better way than relying on spreadsheets. He began creating a solution built by estimators, for estimators. He teamed up with Dustin DeVan, founder of BuildingConnected (acquired by Autodesk for $275 million https://adsknews.autodesk.com/en/pressrelease/autodesk-to-acquire-buildingconnected/), to launch Ediphi in 2023. With a $12M Series A https://www.prnewswire.com/news-releases/ediphi-announces-12-million-series-a-funding-from-norwest-venture-partners-to-expand-team-and-enhance-cloud-based-estimating-solution-for-preconstruction-302096090.html?tc=eml_cleartime round led by Norwest Venture Partners and with ongoing participation from Suffolk Technologies, Ediphi continues to grow as a SaaS offering for General Contractors around the country.

ABOUT THIS ROLE

Collections are one of the most closely tracked parts of our business. You will work directly with our CEO and leadership team on where things stand and surface issues well before anyone notices. Accounts receivable at Ediphi is currently spread across several team members. Follow-up happens between other responsibilities, so we are hiring one person to own this function end to end.

You will be responsible for knowing the status of every dollar we are owed. That means what has been invoiced, what has been paid, what is sitting in a customer's AP portal, and what needs a call today. When a deal closes, you ensure it gets billed correctly and on time. When a payment is late, you will be the person following up.

We typically carry ten to twenty open invoices at a time, so this is not high-volume billing work. You will know every account by name, and once the process is established, you will have time for work beyond AR. The next area of responsibility is financial analysis, which includes maintaining our financial model, reviewing it with our accounting firm, and supporting the CEO on planning. Over time, this role can also absorb work we currently outsource.

WHAT YOU'LL DO

•Own AR end to end. Create and send new and renewal invoices accurately and on time in QuickBooks, and keep billing records clean.
•Follow up by phone and email. Confirm invoices are received by the right contact, are moving toward payment, and stay on past-due accounts until they close.
•Clear the blockers. Vendor setup forms, W-9s, POs, AP portals, and approval chains are the most common reasons invoices sit unpaid. You will work through them.
•Build the process. There is no documented AR process today. You will build the tracker, define how invoices are marked and followed, and document the process.
•Report on what is outstanding. Send a weekly AR aging update that gives leadership a clear view.
•Track renewals and expirations. Know which contracts are multi-year, which pilots are ending, and which have a subscription behind them so nothing is missed.
•Partner with Sales and Customer Success. Catch contract and billing details at handoff so invoicing is correct the first time.
•Manage the accounting firm relationship. We outsource invoice creation and other billing work to an outside firm today. You will be the firm's day-to-day contact and take on some of their responsibilities as you ramp.
•Handle bill pay. Set up vendor payments and invoices in Ramp for approval, so our outside firm is not billing us hours for work we can do in-house.

WHAT YOU'LL BRING

•1 - 3 years in AR, billing, or finance operations. Enough experience to be comfortable with invoicing and basic accounting principles.
•Comfort on the phone. This role requires asking customers for payment repeatedly while keeping the relationship intact.
•Accuracy with numbers and records. Errors in billing data cost us money and credibility with customers.
•Follow-through without reminders. You track your own commitments and flag risks early.
•Strong AI and spreadsheet skills. You can build and maintain a tracker other people can read and use.
•Discretion and judgment. You will handle sensitive financial information and work with limited oversight.
•Comfort with ambiguity. This function is being built as you go, and there will not be an established playbook for every situation.

NICE TO HAVE

•SaaS or subscription billing experience
•Familiarity with QuickBooks, Salesforce, or PandaDoc
•Experience with Ramp, Bill.com http://Bill.com, or similar AP tools.
•Exposure to financial modeling, forecasting, or working alongside an outside accounting firm
•Experience at a startup or on a fully remote team
•Process improvement instincts, meaning you identify gaps and propose fixes rather than working around them

BENEFITS:

•Competitive salary and equity
•Unlimited PTO (and we actually encourage you to use it)
•Health, dental, vision, and life insurance
•12 weeks of paid parental leave
•A phenomenal, remote-first team that deeply cares about creating great products

JOIN US!

At Ediphi, our values are passion, integrity, curiosity, humility, and openness. If this sounds like a team you'd like to be part of, please submit your resume and cover letter detailing your relevant experience for this position. We're excited to hear from you!

Building a fantastic product requires building an amazing, diverse team. Diversity in life and perspective is the driver of creativity and innovation! Thus, we do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We invite candidates from all backgrounds to join our mission. At this time, we’re only hiring applicants located in the U.S. or Canada who do not require a visa sponsorship. Check back in the future, though, as we grow!

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