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
This role is ideal for someone who combines a finance mindset and attention to detail with the technical curiosity to automate scalable, reliable processes
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
Benefits
Stock options
401(k) plan
Comprehensive health plans
Flexible PTO
FSA/HSA
Additional health services memberships
Learning and development stipends
Commuter benefits
An automation-oriented mindset and a real aptitude for AI tools — using them to write and debug queries and build reconciliation tooling faster
Strong Excel knowledge
Analytical and inquisitive mindset with a desire to learn
Ability to work independently, with the attention to detail to own high dollar processes
Bachelor’s degree (Economics, Accounting, Finance, or similar preferred)
Knowledge of SQL is essential
Collaborates seamlessly across both technical and non-technical teams
Python experience a plus, with the desire to learn a must
2+ years professional experience
FinTech experience, such as experience with loan-level, credit, or lending data
Experience automating processes out of excel and into a SQL or script-based process