Data Analyst II, Treasury

Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops).
Our leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. And were backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more).
Having raised $84M, were a well-funded startup and have invested in people and technology while growing our partnerships — responsibly.
Were also proud to have received recognition from the fintech world. Awards weve won include:

* Ranked #21 on 2024 Inc. 5000 based on revenue growth
* Ranked #15 on 2024 Deloitte Fast 500 based on revenue growth
* 2024 Best Embedded Finance Solution for Banking Tech Awards
* 2023 Best Consumer Lending Program by Tearsheet
* 2023 Best Point of Sale Product by Fintech Breakthrough

But what youll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS companies.)
As a result of our efforts in building this healthy company culture, weve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance.
Like any startup, were in it for the long haul, and were looking for people willing to join our journey of building something special together.
This process starts with our company values, which guide us in everything we do — and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same:

* Put customers first (thats our M.O.)
* Act fast (leverage our startup environment).
* Lead the way (show and tell).
* Take ownership (everyone is hands-on here).
* Be a good human (no egos, build financial products that do right by people).

Learn more about our values here.

The Role

Wisetacks Treasury team helps power how money moves through our products. We work closely with Product and Data Engineering to ensure accuracy between our merchants, borrowers, and capital partners.
Were looking for a Financial Operations Analyst II, Treasury to run, improve and automate critical money movement workflows. Youll use AI tools, SQL and Python to work with large datasets, streamline recurring processes, and investigate financial discrepancies.
This role is ideal for someone who combines a finance mindset and attention to detail with the technical curiosity to automate scalable, reliable processes.

Responsibilities

* Perform finance related recurring operations, such as loan sales to our investors
* Process automation - initiate, engineer and maintain scripts used to streamline different business functions
* Read, debug, and modernize existing SQL and Python pipelines — not just build new ones — including work inherited from prior analysts
* Empower Customer Support, Product, and other Finance team members by being a subject matter expert and resource for loan data and finance processes
* Perform ad hoc data analysis projects and clearly communicate insights to both internal and external business partners
* Build out validations and financial-governance controls that protect Wisetack against fraud and financial error

Requirements

* 2+ years professional experience
* Bachelors degree (Economics, Accounting, Finance, or similar preferred)
* Knowledge of SQL is essential
* Python experience a plus, with the desire to learn a must
* An automation-oriented mindset and a real aptitude for AI tools — using them to write and debug queries and build reconciliation tooling faster
* Analytical and inquisitive mindset with a desire to learn
* Strong Excel knowledge
* Ability to work independently, with the attention to detail to own high dollar processes
* Collaborates seamlessly across both technical and non-technical teams

Bonus Points

* Experience automating processes out of excel and into a SQL or script-based process
* FinTech experience, such as experience with loan-level, credit, or lending data

The range of base salary for the position is between $70,800 - $99,100 plus equity, and benefits . Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level and competencies. Spend a little time on our About Us page and check out our Press page and our blog for more. If you think this might be a fit, wed love to hear from you!
This hiring process utilizes artificial intelligence tools to assist in candidate screening and assessment. Our AI tools are designed to complement, not replace, human decision-making. Our data practices are described in Wisetacks Privacy Policy.