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Senior Business Intelligence Analyst (Payments Strategy)

2 weeks, 6 days ago
United States
Full-time
Senior
Business Intelligence Analyst
Business Intelligence
Power BI Python SQL
Apply Now
Ottimate

Ottimate

Ottimate, formerly known as Plate IQ, offers AP Automation AI Software that revolutionizes the invoice lifecycle with detailed GL mapping and deep learning AI. Their solutions cover End to End AP Automation, Invoice Automation, Payment Automation, and ...

IT Services
$164M raised
View All Jobs 8

Description

  • Build and maintain PowerBI dashboards that track customer and vendor behavior and surface churn risk or growth opportunities.
  • Develop data-driven forecasts for interchange revenue and operational savings for quarterly business reviews.
  • Take ownership of unclean payment data, investigate processes, and make data analysis-ready before building reports.
  • Analyze payment processing costs across VCC interchange, ACH, and check workflows to identify hidden margin opportunities.
  • Prepare executive-level reporting and business narratives for the C-suite and department leaders.
  • Act as an internal consultant to recommend high-value resource allocation and payment optimization strategies.
  • Perform rigorous self-audits and reconciliations to ensure reported figures are accurate and defensible.
  • Support the Finance Manager and VP of Payments with strategic analysis and reporting.

Requirements

  • 4+ years of experience in a Business Intelligence or Financial Analyst role.
  • Expert-level SQL skills, including complex joins and CTEs.
  • Strong proficiency in PowerBI.
  • Advanced Excel skills for financial modeling.
  • Python experience is a strong plus.
  • Experience presenting complex data insights directly to C-level executives or department leads.
  • Previous experience in the U.S. payments industry, including Interchange, ACH, or VCC, is a significant advantage.
  • Exceptional attention to detail and a strong audit mindset.
  • Ability to work with unclean, non-analysis-ready data and investigate discrepancies thoroughly.

Benefits

  • Competitive salary based on skills and experience.
  • Medical, dental, and vision coverage, plus other company-subsidized benefits for employees and their families.
  • Employer-sponsored 401(k) with company match.
  • Paid time off, with encouragement to use it.
  • Annual company retreats.
  • Opportunity to grow within a company that promotes from within.
  • Remote work in the United States.
  • A high-impact startup environment with meaningful ownership and creative problem-solving opportunities.

Interested in this position?

Apply directly on the company website

Apply Now

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