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Senior Business Intelligence Analyst - Payments Strategy

OttimateRemote — Mexico
Remote Contract

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Experience Level

Senior

Qualifications

Technical Stack: Proficiency in SQL (complex joins, CTEs), PowerBI, and advanced Excel modeling is essential. Knowledge of Python is a strong advantage. Experience: At least 4 years in a Business Intelligence or Financial Analyst role. Executive Communication: Proven experience in presenting complex data insights to C-level executives or department leaders is required. Domain Knowledge: Familiarity with the US payments landscape (Interchange, ACH, VCC) is a significant plus. Analytical Mindset: A detail-oriented approach with a strong focus on data accuracy and integrity.

About the job

Location: Remote - Mexico or Chile.

Type: Contractor - Full Time

About Us

Ottimate is a cutting-edge AI-driven automation platform designed specifically for Accounts Payable (AP) teams. Our technology enables finance departments to streamline operations, cut costs, prevent overpayments, combat fraud, and ensure compliance throughout every stage of the invoice-to-payment process.

The Role

We are seeking a meticulous Senior Business Intelligence (BI) Analyst to become the go-to expert on our payment ecosystem's data. You will play a critical role in transforming raw financial data into strategic insights that guide executive decision-making. Reporting directly to the Finance Manager and supporting the VP of Payments, your objective is to convert unrefined data into actionable dashboards and forecasts that drive resource allocation for optimal growth.

In this position, you will not only analyze data but also uncover insights that will inform high-level strategy, making this role ideal for those who enjoy an investigative approach to analysis.

  • Data Discovery: Take charge of data that requires preparation for analysis, meticulously mapping out processes to comprehend the underlying factors before delivering visualizations.
  • Payments Complexity: Navigate the intricacies of VCC interchange, ACH, and check processing costs, identifying hidden opportunities for improved margins.
  • Executive Influence: Present the 'Story of the Business' effectively to C-suite executives and department leaders, enabling impactful decision-making.

Responsibilities

  • Behavioral Modeling: Create and maintain PowerBI dashboards that monitor customer and vendor behaviors, highlighting trends indicative of churn risk or growth prospects.
  • Revenue Forecasting: Generate data-driven forecasts for interchange revenue and operational savings to support quarterly business evaluations.
  • Optimization Strategy: Act as an internal consultant to pinpoint high-value resource allocation opportunities, such as transitioning high-volume check payments to electronic methods.
  • Quality Assurance: Conduct thorough self-audits and reconciliations to guarantee that all data presented to leadership is accurate and defensible.

About Ottimate

Ottimate harnesses the power of artificial intelligence to revolutionize accounts payable processes for finance teams, enabling them to operate more efficiently, cut costs, and enforce compliance throughout the payment lifecycle.

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