Teams at Ottimate

Support core finance team with accounts payable and accounting operations, track SaaS metrics (ARR, MRR, churn), process employee expenses, assist month-end close tasks, test ERP integrations (NetSuite, Sage Intacct, QuickBooks), and contribute to ad-hoc financial research and audit preparation.

Own and cleanse payments data to produce accurate Power BI dashboards and forecasts. Analyze interchange, ACH, VCC, and check costs to identify margins and optimization opportunities. Deliver executive-level storytelling, perform rigorous reconciliations, and act as an internal consultant to guide resource allocation and reduce payment costs.

The Director of FP&A will oversee financial planning, analysis, and reporting, partnering with leadership across departments to drive strategic financial insights and optimize SaaS and payment revenue streams.