Director of Financial Planning & Analysis (FP&A)
Location: Remote in the US.
About Us
Ottimate (formerly Plate IQ) helps fast-growing businesses automate accounts payable on their terms. We simplify everything from invoice management to payments for both recurring and one-off expenses with an AI-driven, cloud-first approach. Ottimate's AP Automation and VendorPay Network help businesses pay and get paid faster.
Position Summary
The Director of FP&A will be responsible for all aspects of financial planning, analysis, and reporting. You will partner closely with senior leadership across Product, Sales, Payment Operations, Customer Success, and Engineering to drive financial insight, support strategic decision-making, help ensure data accessibility and hygiene throughout the organization, and ensure fiscal discipline. You will also play a key role in managing unit economics for SaaS and payments revenue streams, optimizing margins, and scaling our FP&A function.
Key Responsibilities
Strategic Planning & Forecasting
- 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/scen
