Finance Intern

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Ottimate

51 - 200 employees

Ottimate (formerly Plate IQ) is the leading AP automation AI.

📋 Description

• Internal Financial Operations: Assist with day-to-day corporate AP and accounting tasks—living our mission by helping manage workflows, vendor records, and internal reconciliations. • SaaS Metric Tracking: Support the team in tracking and organizing key SaaS growth data (such as ARR, MRR, customer churn, and net revenue retention) for executive dashboards. • Expense Management Support: Help process internal employee expense reports, manage corporate spend logs, and cross-reference purchasing documentation. • Month-End Close Support: Partner with internal accountants during the month-end closing process, assisting with bank ledger updates, data verification, and journal entries. • Platform & Tool Testing: Gain deep product knowledge by utilizing modern ERP integrations (like NetSuite, Sage Intacct, or QuickBooks) and seeing how financial data maps across systems. • Ad-Hoc Projects: Help research market trends, organize data for financial audits, and support special strategic projects for the corporate operations team.

🎯 Requirements

• Education: Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Analytics, or a related field. • Spreadsheet Fluency: Strong foundation in Microsoft Excel or Google Sheets (comfort with formulas like VLOOKUP, SUMIFS, and Pivot Tables is required). • Tech-Curious Mindset: An interest in AI, automation, and B2B SaaS. Familiarity with standard accounting tools or a desire to master cloud ERPs is a big plus. • Meticulous Eye for Detail: In finance, the little numbers matter. You pride yourself on accuracy and spot errors before others do. • Strong Communicator: Excellent written and verbal communication skills. You are comfortable collaborating across fully remote or hybrid team settings.

🏖️ Benefits

• Ottimate is an equal opportunity employer that is committed to diversity and inclusion. • We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. • If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. • Nothing in this job posting should be construed as an offer or guarantee of employment.

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