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Accountant II

Join Wisetack as an Accountant II to enhance financial reporting and improve accounting processes in a remote-first environment.

Location
United States
Compensation
$70.8k–$99.1k/yr
Level
mid
Type
full time · Remote

Posted by employer 3 days ago

First seen on Joblaze 1 day ago

Last verified on the company career page 1 day ago

Apply at Wisetack → Save job Scanned from wisetack.com

Skills & Technologies

What you'll build

  • Own key areas of the monthly close
  • Manage bank, cash, and other balance sheet reconciliations
  • Reconcile financial activity across consumer financing
  • Prepare recurring financial and operational reporting
  • Support annual audits and tax requests

Must have

  • 2+ years of experience in accounting
  • Bachelor’s degree in accounting, finance, or related field
  • Strong understanding of transactions flow
  • Experience owning reconciliations
  • Strong Excel skills
  • Ability to investigate discrepancies

Nice to have

  • Experience in fintech, lending, or payments
  • Familiarity with loan accounting
  • Experience supporting financial statement audits
  • Familiarity with SQL or databases
  • Experience using Python for data analysis

AI in the day-to-day

Experience using Claude or similar AI tools to automate workflows, analyze data, improve documentation, or increase the efficiency of accounting processes.

Requirements

Experience
2+ years
Education
Bachelor's degree

Not disclosed in this posting: visa sponsorship.

Joblaze summary

In the role of Accountant II at Wisetack, the individual will manage key aspects of the monthly financial close, ensuring accurate reporting and improving operational processes. Proficiency in accounting principles, along with experience in reconciliations and financial reporting, is essential, as is familiarity with automation tools like Claude. This position is suited for someone with at least two years of relevant experience who thrives in a fast-paced startup environment and is eager to enhance accounting workflows. Wisetack's finance team emphasizes collaboration and innovation, aiming to support the company's growth through data-driven insights.

Joblaze insights

Quick facts

Is the Accountant II role remote?
Yes — Wisetack lists this as a fully remote position.
What's the salary range?
Wisetack lists $70,800–$99,100 for this role.
How much experience is required?
At least 2 years of relevant experience for this Accountant II role.
What's the tech stack?
Joblaze extracted these technologies from the posting: AI, Claude, Excel.
What seniority level is this role?
Wisetack targets mid-level candidates for this position.
Is this full-time or contract?
Full-time for this Accountant II role at Wisetack.

From the original posting

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:

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

Finance at Wisetack helps the company understand performance, make better decisions, and move quickly. We work closely with teams across the business to improve operations, not just report the numbers.

As an Accountant II, you’ll partner with our Accounting Manager to own key parts of the monthly close, maintain accurate financial reporting, and improve the systems and processes that support Wisetack’s growth. You’ll work across transaction flows tied to consumer financing, merchant payments, fees, refunds, and disbursements.

We’re looking for someone who takes ownership, works well through ambiguity, and looks for better ways to get things done. You’ll strengthen controls, improve close processes, and use data, automation, and AI tools to reduce manual work and improve accuracy.

Responsibilities

  • Own key areas of the monthly close, including journal entries, reconciliations, supporting schedules, and variance analysis.
  • Manage bank, cash, and other balance sheet reconciliations and resolve discrepancies quickly.
  • Reconcile financial activity across consumer financing, merchant payments, fees, refunds, and disbursements.
  • Review vendor invoices, employee expenses, and credit card activity for accuracy, policy compliance, and proper GL coding.
  • Prepare recurring financial and operational reporting for internal stakeholders and external partners.
  • Support annual audits, tax requests, and related documentation.
  • Investigate differences between operational systems and the general ledger and drive issues through resolution.
  • Partner closely with Growth to understand business activity, support reporting needs, and translate new initiatives into accurate, scalable accounting processes.
  • Improve accounting processes using automation, Claude, and other AI-enabled workflows to reduce manual effort and strengthen controls.
  • Help design repeatable processes for new products, transaction flows, and accounting needs as Wisetack scales.

Requirements

  • 2+ years of experience in accounting, audit, or a similar finance role.
  • Bachelor’s degree in accounting, finance, business administration, or a related field.
  • Strong understanding of how transactions flow through the income statement, balance sheet, and cash flow statement.
  • Experience owning reconciliations and supporting or managing portions of the monthly close.
  • Strong Excel or spreadsheet skills and comfort working with detailed data sets.
  • Ability to investigate discrepancies, connect information across systems, and drive issues to resolution.
  • Strong attention to detail, sound judgment, and ability to work independently.
  • Experience using Claude or similar AI tools to automate workflows, analyze data, improve documentation, or increase the efficiency of accounting processes.

Bonus Points

  • Experience in fintech, lending, payments, or another transaction-heavy environment.
  • Familiarity with loan accounting, including accrued interest or fair value.
  • Experience supporting financial statement audits.
  • Experience improving accounting systems, workflows, or internal controls.
  • Familiarity with SQL, databases, or APIs.
  • Experience using Python for data analysis, automation, or accounting workflows.

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, 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.

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