Senior Business Intelligence Analyst – Payments Strategy

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Ottimate

51 - 200 employees

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

📋 Description

• Take ownership of data that isn't yet "analysis-ready," mapping out processes to understand the how and why behind the numbers before building a single chart. • Untangle the nuances of VCC interchange, ACH, and check processing costs to find hidden margins. • Prepare the "Story of the Business" for the C-suite and sub-department leaders to drive high-stakes decision-making. • Build and maintain PowerBI dashboards that track customer and vendor behaviors, identifying trends that signify churn risk or growth opportunities. • Develop data-driven forecasts for interchange revenue and operational savings to support quarterly business reviews. • Act as an internal consultant to identify high-value areas for resource allocation, such as shifting high-volume check spend to e-payments. • Perform rigorous self-audits and reconciliation to ensure that every figure presented to leadership is 100% accurate and defensible.

🎯 Requirements

• Expert-level SQL (complex joins, CTEs), PowerBI, and Excel (advanced modeling) are mandatory. Python is a strong plus. • 4+ years in a Business Intelligence or Financial Analyst role. • Experience presenting complex data insights directly to C-level executives or Department Leads is a must. • Previous experience in the US payments industry (Interchange, ACH, VCC) is a significant advantage. • A borderline-obsessive attention to detail. You are someone who catches discrepancies (like mismatched figures between a report and a summary) before they reach a stakeholder

🏖️ Benefits

• Competitive salary based on skills & experience. • Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family. • Employer sponsored 401(k) with company match. • Paid Time Off (and the encouragement to use it). • Annual company retreats. • Promote from within philosophy. • You will be part of a growing team, at a pinnacle moment of scale for the business, and experience the excitement of working in a startup where each action makes a huge difference. • You will have the agency to solve difficult problems creatively, the freedom to explore work that inspires you, and infrastructure to ensure you're constantly challenged and developing. • You will work with sharp, passionate teammates solving some of the most unique challenges and positioning our product as a premier finance automation solution. • Our commitment to empowering a diverse and inclusive workforce, celebrating differences, and creating a safe space for our employees to bring their whole selves to work is second to note. • We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks. • Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth. • We truly love what we do and who we do it with - and we think you will too!

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