Key Facts

Remote From:

Freelance

Entry-level / graduate

English

Hard Skills

Accounts Payable Financial Management Business Metrics Expense Management Month-End Closing ERP Systems Knowledge Artificial Intelligence Software As A Service (SaaS)

Other Skills

•
Spreadsheets
•
Detail Oriented
•
Communication

Roles & Responsibilities

Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Analytics, or a related field
Strong foundation in Microsoft Excel or Google Sheets
An interest in AI, automation, and B2B SaaS
Excellent written and verbal communication skills

Requirements:

Assist with day-to-day corporate AP and accounting tasks
Support the team in tracking and organizing key SaaS growth data
Help process internal employee expense reports and manage corporate spend logs
Partner with internal accountants during the month-end closing process

Ottimate

About Ottimate

Ottimate (formerly Plate IQ) is the leading AP automation AI. Ottimate is AP automation AI that provides a smarter way for AP managers, approvers, controllers and CFOs to work through the entire invoice lifecycle. With mature deep learning capabilities, Ottimate gets to know your business and AP process down to the line-item, supporting a custom approval and payment workflow. Ottimate not only eliminates over 90% of the manual accounting process but also provides insights into invoices and spend, helping finance professionals uncover opportunities for growth. This means more strategic business decisions for CFOs and a better day-to-day for the entire team. Don’t just Automate AP. Ottimate it.

Founded: 2018

Company size: 51 - 200

Website LinkedIn See all jobs →

Job description

Location: Remote USA

Commitment: Part-Time 20-25 hours/week

Duration: 8 weeks

Comp: $25/hour

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.

As a Finance Intern, you won't just be learning traditional corporate finance—you’ll get a front-row seat to how a fast-growing, Series-B B2B SaaS company manages its financial ecosystem.

Key Responsibilities

You will work closely with our core internal finance team, taking ownership of general operations and gaining wide exposure to SaaS metrics and modern corporate accounting:

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

We are looking for a proactive, tech-forward individual who loves numbers and is eager to learn how cutting-edge financial tech is built:

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

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.

Ready to apply?

APPLY

Share ·