Senior Business Intelligence Analyst – Payments Strategy

Ottimate

Senior BI Analyst transforming payment data into dashboards and forecasts at Ottimate, enhancing financial strategies and executive decision-making.

Posted 6/11/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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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Hard Skills & Tools

SQLPowerBIExcelPythondata modelingdata analysisdata forecastingdata reconciliationdata visualizationcomplex data insights

Soft Skills

attention to detailcommunicationconsultingproblem-solvinganalytical thinkingstakeholder managementdecision-makingorganizational skillspresentation skillsresource allocation