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Tech Stack
Tools & technologiesCloudERP
About the role
Key responsibilities & impact- Internal Financial Operations: Assist with day-to-day corporate AP and accounting tasks—living our mission by helping manage workflows, vendor records, and internal reconciliations.
- SaaS Metric Tracking: Support the team in tracking and organizing key SaaS growth data (such as ARR, MRR, customer churn, and net revenue retention) for executive dashboards.
- Expense Management Support: Help process internal employee expense reports, manage corporate spend logs, and cross-reference purchasing documentation.
- Month-End Close Support: Partner with internal accountants during the month-end closing process, assisting with bank ledger updates, data verification, and journal entries.
- Platform & Tool Testing: Gain deep product knowledge by utilizing modern ERP integrations (like NetSuite, Sage Intacct, or QuickBooks) and seeing how financial data maps across systems.
- Ad-Hoc Projects: Help research market trends, organize data for financial audits, and support special strategic projects for the corporate operations team.
Requirements
What you’ll need- Education: Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
- Spreadsheet Fluency: Strong foundation in Microsoft Excel or Google Sheets (comfort with formulas like VLOOKUP, SUMIFS, and Pivot Tables is required).
- Tech-Curious Mindset: An interest in AI, automation, and B2B SaaS. Familiarity with standard accounting tools or a desire to master cloud ERPs is a big plus.
- Meticulous Eye for Detail: In finance, the little numbers matter. You pride yourself on accuracy and spot errors before others do.
- Strong Communicator: Excellent written and verbal communication skills. You are comfortable collaborating across fully remote or hybrid team settings.
Benefits
Comp & perks- Ottimate is an equal opportunity employer that is committed to diversity and inclusion.
- We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status.
- If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply.
- Nothing in this job posting should be construed as an offer or guarantee of employment.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial operationsaccounts payableSaaS metric trackingexpense managementmonth-end closedata verificationjournal entriesMicrosoft ExcelGoogle Sheetscloud ERP
Soft Skills
meticulous attention to detailstrong communicationcollaborationorganizational skillsresearch skillsproblem-solvingadaptabilityteamworktime managementanalytical thinking
