二級財務分析师，財政部
Data Analyst II, Treasury
自2018年以来，威斯塔克一直在开发透明和直观的消费者贷款产品，帮助服务业务勃发展 （想象 HVAC 公司，兽医或汽车维修店）.我们的领导团队来自 Lending Club, Affirm 和 Varo Money 等顶级金融科技公司。我们得到了包括 Insight Partners,Greylock,Quadrille 和 Bain Capital Ventures （Airbnb,LinkedIn,Instagram,Dropbox 等投资者的支持）.经过84亿美元筹集，我们已经投入到人力和技术方面，同时负责任地扩大合作伙伴关系。我们也感到自豪获得金融科技世界奖项的认可。我们赢得了：· 根据收入增长排名第21在2024年公司5000位 · 2024年德勤快500位以收入增长为基础排名第15· 2024年度银行技术奖项最佳嵌入式金融解决方案 · 2023年度眼表的最佳消费者贷款计划 · 2023年度金融科技突破产品最佳销售点 但你会发现我们最喜欢的是客户的认可，特别是我们的高峰 NPS 评级79. （作为参考，平均分数为财务服务44个，SaaS 公司36个）. 由于我们努力建立这种健康的公司文化，我们被提名为几大工作地点列表中，例如最佳小工作场所，湾区最好的工作场所和金融服务与保险领域的最佳工作场所。像任何创业公司一样，我们也在长期内参与其中，我们正在寻找愿意加入我们的共同建设特别的事情之旅的人员。这个过程始于我们的公司价值观，这些价值观指导我们一切事项，并对我们的成功起到了关键作用。我们勇敢地遵守它们，希望你做同样：· 将客户放在首位 （这是我们的 MO）·行为 （利用我们创业环境快速）. · 领导 （展示和讲述）. · 拥有所有权 （每个人都在这里实践）. · 做一个好人 （没有自我，建立由人们做得正确的金融产品）. 在这里了解更多关于我们的价值观。角色威斯塔克的财政团队帮助推动资金通过我们的产品移动的方式。我们与产品和数据工程密切合作以确保商家，借款者和资本伙伴之间的准确性。我们正在寻找财务运营分析师 II,财政部来运行，改善和自动化关键货币流程工作流程。你将使用 AI 工具，SQL 和 Python 来处理大数据集，s
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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.
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
- 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
- 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, andbenefits. 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, we’d 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 Wisetack’s Privacy Policy.
Originally posted on Himalayas