ABOUT ITEMIZE 

Itemize is the leading AI company automating financial transaction processing. Its customers include financial organizations, banks, and enterprise offices of the CFO. The company’s market-leading technology automates operational tasks that still require manual effort. Its solutions elevate teams to focus on higher-impact activities. Itemize delivers efficiencies, intelligence, and new value from financial document automation.

Consumer financial systems have transitioned to digital technologies, but business-to-business processes remain primarily stuck in analog mode. B2B still relies on paper documents, emails, and PDF images for communications and transactions between buyers, sellers, and third parties. These formats require human intervention in numerous tasks. They include data entry, reconciliations, verification, QA, approvals, custom spreadsheets, fraud screening, and compliance. Human involvement drives up errors and omissions, increases operating costs, and leaves significant value on the table.

Unlike legacy technology like OCR and RPA, Itemize’s Financial Transaction AI (FTAI) is designed specifically for financial processing. Its focus is understanding financial document data to derive intelligence, validate results, and automate workflows. These processes include reconciliation, account coding, compliance, cash flow management, and payments.

Itemize operations are cloud-based, with teams distributed nationwide and internationally. We have teams coast to coast within the United States as well as in several countries worldwide. We welcome people who enjoy the challenge of a fast-paced, high-growth environment on the leading edge of applying vertical AI to B2B financial challenges.

ABOUT THE ROLE

The Data Analyst will help to manage AI platform operational efficiency and accuracy, including client SLAs management. The role includes coordinating audit activity, conducting data quality and integrity initiatives, and supervising the AI training team.  The Data Analyst will work with the Operations and Service Delivery team to generate meaningful business intelligence.

Responsibilities will include: 

• Monitor and measure platform accuracy and throughput
• Conduct efficiency and accuracy analysis that drives platform improvement
• Test and validate machine learning model updates and deployments using Python/Jupyter notebooks
• Analyze and optimize SQL queries for BI dashboards, including statistical analysis calculations to          determine outliers for review
• Partner with Technology and Product teams to prioritize and complete AI platform improvements
• Maintain Business Intelligence (BI) dashboards for ongoing reporting
• Coordinate the maintenance, cleansing, and normalization of data assets

REQUIRED SKILLS AND EXPERIENCE 

• Bachelor’s degree in a relevant discipline
• 2+ years of experience with MySQL or other types of relational databases
• Proficiency in Python
• Solid technical background with experience with BI tools and AWS
• Ability to generate actionable business intelligence and convey them to senior management
• Capable to plan, prioritize and manage projects and tasks simultaneously 
• Quantitative thinker to analyze and improve data quality and integrity challenges 
• Experience in financial services or financial supply chain businesses is a plus

 WHAT WE OFFER

• High energy atmosphere of a growth-stage FinTech with great traction serving Fortune 500 companies operating in more than 25 countries
• Professional development opportunities for learning and growth
• A diverse international team of techies, dog lovers, globetrotters, and musicians 
• Itemize offers flexible PTO and a generous benefits package, and highly values independence
• Salary range of $70,000 - $80,000, depending on location and experience, as well as employee stock options

Itemize is an Equal Opportunity Employer. Itemize does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.