Ottimate

Financial Planning and Analysis

• Lead the annual budget, rolling forecasts, and long-range planning processes
• Develop comprehensive financial models that integrate both SaaS revenue streams (e.g., subscriptions, professional services) and payments revenue streams (e.g., interchange, value-added services). Such models would incorporate cash flow forecasts and sensitivity/scenario analyses to support decision-making
• Provide strategic financial guidance and planning support to the C-suite and functional leads
• Serve as the primary finance partner to leaders across Sales, Marketing, Product, Engineering, and Operations to evaluate initiatives, pricing models, customer acquisition strategies, and key Saas/Payment metrics
• Collaborate with the Sales team on commission plan design, quota setting, and sales efficiency analysis.
• Work with the Product and Payments teams to model the financial impact of new features, pricing changes, and payment partner agreements.
• Analyze SaaS and payments performance KPIs including ARR/MRR, gross margin, retention/churn, interchange revenue, and take rate
• Support product monetization strategies and payments/fintech-related compliance initiatives
• Develop and manage a suite of dashboards, reporting tools, and KPIs that provide real-time visibility into financial and operational performance across both SaaS and payments businesses
• Develop and manage sophisticated models to analyze key SaaS metrics, including Annual Recurring Revenue (ARR), Net Dollar Retention (NDR), Customer Acquisition Cost (CAC), and the Magic Number.
• Build and refine models for critical payments KPIs, including Gross Payment Volume (GPV), Take Rate, Net Take Rate, Transaction Margin, and cost of processing (interchange, partner costs).
• Conduct in-depth cohort analysis, pricing and packaging analysis, and ROI analysis for new products and marketing initiatives.
• Own monthly and quarterly management reporting including variance analysis and board decks
• Lead monthly variance analysis of actuals vs. budget/forecast, providing clear commentary on business drivers.
• Deliver actionable insights on operational efficiency, revenue growth, and margin improvement
• Lead the buildout and optimization of FP&A tools (e.g., PowerBI, Adaptive Insights, Anaplan, or Excel models)
• Drive automation of reporting and planning processes; ensure data integrity and consistency
• Collaborate with accounting on close processes and reconciliation between GAAP and operating metrics
• Manage, mentor, and grow a high-performing FP&A team
• Foster a culture of accountability, collaboration, and continuous improvement

Director of Financial Planning, Analysis

Business Intelligence Developer

• Location: Chile or Mexico, Remote.
• Type: Contractor-Full Time
• About Us: Ottimate is an AI-powered AP [Accounts Payable] automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle.
• The Role: Ottimate is looking for a high-rigor Senior BI Analyst to become the definitive expert on our payment ecosystem’s data. You will bridge the gap between complex, raw financial data and executive-level strategy, reporting directly to the Finance Manager while supporting the VP of Payments. Your mission is to transform "unclean" data into the dashboards and forecasts that will dictate where Ottimate allocates its resources for maximum growth.
• Responsibilities:
• - Behavioral Modeling: Build and maintain PowerBI dashboards that track customer and vendor behaviors, identifying trends that signify churn risk or growth opportunities.
• - Revenue Forecasting: Develop data-driven forecasts for interchange revenue and operational savings to support quarterly business reviews.
• - Optimization Strategy: Act as an internal consultant to identify high-value areas for resource allocation, such as shifting high-volume check spend to e-payments.
• - Quality Assurance: Perform rigorous self-audits and reconciliation to ensure that every figure presented to leadership is 100% accurate and defensible.

Senior Business Intelligence Analyst – Payments Strategy

Onboarding Specialist

• Client Onboarding: Lead and manage the end-to-end onboarding process for SMB clients, ensuring a smooth transition from contract signing to full product implementation.
• Training and Support: Conduct comprehensive training sessions for clients, providing hands-on guidance on software features, best practices, and troubleshooting techniques.
• Customer Interaction: Serve as the primary contact for clients during the onboarding phase, providing expert guidance, addressing concerns, and delivering high-quality customer service.
• Customization and Configuration: Work with clients to understand their unique needs and configure Ottimate’s solutions to meet those requirements effectively.
• Project Management: Oversee project timelines, manage resources, and ensure that all onboarding milestones are completed within the appropriate time frame.
• Collaboration: Partner with cross-functional teams, including Sales, Product, and Customer Support, to ensure a cohesive onboarding experience and resolve any issues promptly.
• Reporting: Maintain accurate records of onboarding progress, client interactions, and project outcomes.

Client Onboarding Specialist – SMB

Marketing

• Support the recruitment process for partner acquisition, providing air cover to the Alliances team to ensure Ottimate is top of mind for our future channel partners
• Develop channel marketing strategies designed for all types of partners (reseller, referral, OEM) to drive long-term, scalable growth
• Work closely with each partner to understand and execute on the optimal GTM tactics for driving joint pipeline and co-sell opportunities based on partners’ tiering and strategic importance
• Produce joint content assets in collaboration with industry subject matter experts to tell the ultimate “better together” story
• Ensure partners are kept up-to-date with the latest product and company announcements from Ottimate
• Work with the Ottimate events team to ensure partner participation is considered in all Ottimate marketing motions
• Own the partner marketing budget, ensuring it’s allocated to drive maximum ROI
• Conduct market research and analysis to identify channel trends, opportunities, and competitor activities
• Drive industry-specific marketing to the appropriate partner audience

Director of Partner Marketing

Account Manager

• Build, lead, and develop a high-performing partnerships team, providing clear direction, coaching, and accountability.
• Set goals, define roles and responsibilities, and establish operating rhythms that enable the team to execute effectively and consistently.
• Mentor and grow team members through regular feedback, performance management, and professional development.
• Foster a culture of collaboration, ownership, and continuous improvement across the partnerships organization.
• Align with your team's to maintain, and deepen relationships with key partners, collaborators, and industry stakeholders.
• Serve as the primary point of contact for partners and act as a trusted advisor to internal teams and external organizations.
• Co-build and execute a comprehensive partnership strategy for each of our key industries that align with Ottimate’s goals and growth initiatives.
• Collaborate with Sales, Marketing, Product, Legal, and Customer Success teams to align joint initiatives and ensure seamless execution.
• Communicate partnership priorities and insights to leadership, contributing to strategic planning and company-wide goals.
• Represent the company at industry events, conferences, and partner engagements as an ambassador of our mission and value proposition.

Director of Partnerships

• About OttimateOttimate is an AI-powered AP [Accounts Payable] automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle.
• **Your Responsibilities:**
• - **Partnership Strategy & Execution: **
• - Co-develop and own the partnership strategy aligned with company objectives and growth priorities in your specific ecosystem.
• - Identify, evaluate, and prioritize strategic partners that expand market access and unlock new revenue opportunities.
• - Lead partnership discussions end-to-end, including discovery, negotiation, structuring, and execution of agreements.
• - **Relationship Ownership: **
• - Build and manage executive-level relationships with key partners, serving as the primary point of contact and trusted advisor.
• - Own the full lifecycle of partnerships, from onboarding and enablement through long-term partner management.
• - Act as the escalation point for strategic partner issues while proactively identifying opportunities for expansion.
• - **Cross-Functional Influence:**
• - Work closely with Sales, Marketing, Product, Legal, and Customer Success to align on joint initiatives and ensure successful execution.
• - Influence internal stakeholders without formal authority, driving alignment and momentum across teams.
• - Translate partner feedback into actionable insights that inform product direction and go-to-market strategy.
• - **Pipeline & Revenue Impact:**
• - Drive measurable pipeline and revenue through partner resellers, partner referrals and partner-influenced opportunities.
• - Support co-selling motions with internal sales teams, helping partners position joint value propositions effectively.
• - **Performance Measurement & Optimization:**
• - Know and work towards your success metrics and track performance against goals, pipeline, and ROI.
• - Continuously refine partnership models, playbooks, and processes to improve efficiency and scalability.
• - **Market & Brand Presence**
• - Represent the company externally at partner meetings, industry events, and ecosystem forums.
• - Stay close to market trends, competitive dynamics, and partner needs to inform ongoing strategy.

Director of Financial Planning, Analysis

Senior Business Intelligence Analyst – Payments Strategy

Client Onboarding Specialist – SMB

Director of Partner Marketing

Director of Partnerships

Partnership Manager