Data Analyst II, Treasury
Data Analyst II on Wisetack's Treasury team runs, improves, and automates money-movement workflows (like loan sales to investors), investigates financial discrepancies, and builds reconciliation tooling using SQL, Python, Excel, and AI tools at a consumer-lending fintech startup.
- Compensation
- $70.8K–$99.1K / yr
- Location
- Remote, USA
- Work setup
- Remote
- Seniority
- Middle
- Employment
- Not specified
- Experience
- 2+ years
- Category
- Data analytics
- Posted
Skills
Must have
- 2+ years professional experience
- Bachelor's degree (Economics, Accounting, Finance, or similar preferred)
- Knowledge of SQL is essential
- Python experience a plus, with the desire to learn a must
- Automation-oriented mindset and real aptitude for AI tools to write/debug queries and build reconciliation tooling
- Analytical and inquisitive mindset with a desire to learn
- Strong Excel knowledge
- Ability to work independently with attention to detail to own high dollar processes
- Collaborates seamlessly across technical and non-technical teams
Nice to have
- Experience automating processes out of Excel into a SQL or script-based process
- FinTech experience, such as loan-level, credit, or lending data
Full description
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 we’re backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more).
Having raised $84M, we’re a well-funded startup and have invested in people and technology while growing our partnerships — responsibly.
We’re also proud to have received recognition from the fintech world. Awards we’ve 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 you’ll 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, we’ve 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, we’re in it for the long haul, and we’re 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 (that’s 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
Wisetack's 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.
We're looking for a Financial Operations Analyst II, Treasury to run, improve and automate critical money movement workflows. You'll use AI tools, SQL and Python to work with large datasets, streamline recurring processes, and investigate financial discrepancies.