• Support the Financial Advisor with the creation of customized financial plans • Organize client’s financial documentation and information as necessary • Provide an accurate summary of clients’ personal information, current financial position, and asset allocation • Review and summarize insurance details • Review and summarize estate plan details • Review and summarize tax returns details • Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools • Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan • Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers. • Complete Financial Plan for delivery to client • Record notes and pertinent details in Salesforce regarding client communications, inquiries, and actions related to the planning request as necessary • Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client • Provide technical planning expertise and support • Participate in the research and response of general technical planning inquiries from Advisors and other team members • Provide subject matter expertise (SME) & support • Proactively share expertise and knowledge via various forums • Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals • Identify resource requirements and details • Research and identify necessary data and incorporate as necessary • Format in clean, professional manner for review and approval by applicable parties • Support team and company initiatives and participate in WEGs “all sharing” collaborative culture. • Participate in the planning and implementation of corporate/team initiatives • Attend and participate in Micro-Monday sessions and other company meetings • Provide timely responses to questions • Contribute positively to problem solving • Provide Training support to peers and new team members

• Support and coordinate the organization’s annual budgeting process, including budget system administration, process management, implementation, and communication across all levels of the organization. • Manage and maintain the budget payroll system, ensuring accurate reporting and analysis of Full-Time Equivalents (FTEs), salary expenditures, and other key financial metrics. • Contribute to the development and execution of operational budgets, ensuring alignment with organizational objectives and strategic priorities. • Prepare financial and statistical analyses, dashboards, graphs, and presentation materials, providing analytical support to finance teams and operational stakeholders. • Generate and review month-end financial reports related to volume statistics, ensuring accuracy and timely distribution. • Serve as a key resource for budget and financial inquiries by maintaining documentation, FAQs, and training materials. Provide timely responses to management requests regarding financial statements, budgets, forecasts, and other accounting-related matters.

• 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.

Role Description 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. - 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. Qualifications - 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 (comfort with formulas like VLOOKUP, SUMIFS, and Pivot Tables is required). - An interest in AI, automation, and B2B SaaS. Familiarity with standard accounting tools or a desire to master cloud ERPs is a big plus. - You pride yourself on accuracy and spot errors before others do. - Excellent written and verbal communication skills. Comfortable collaborating across fully remote or hybrid team settings. Requirements - Proactive, tech-forward individual who loves numbers and is eager to learn how cutting-edge financial tech is built. Benefits - Compensation: $25/hour - Commitment: Part-Time 20-25 hours/week - Duration: 8 weeks Company Description 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. 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.