Join Wisetack as a Financial Operations Analyst II to automate and improve money movement workflows in a remote-first environment.
Posted by employer 3 days ago
First seen on Joblaze 2 hours ago
Last verified on the company career page 2 hours ago
What you'll build
- Perform finance related recurring operations
- Process automation
- Read, debug, and modernize existing SQL and Python pipelines
- Empower Customer Support and Product teams
- Build out validations and financial-governance controls
Must have
- 2+ years professional experience
- Knowledge of SQL is essential
- Strong Excel knowledge
Nice to have
- Python experience
- Experience automating processes out of excel
- FinTech experience
AI in the day-to-day
Use AI tools to write and debug queries and build reconciliation tooling faster.
Requirements
- Experience
- 2+ years
- Education
- Bachelor's degree
Not disclosed in this posting: visa sponsorship.
Joblaze summary
In the role of Financial Operations Analyst II on Wisetack's Treasury team, the individual will manage and enhance workflows related to money movement, ensuring accuracy across various financial processes. Proficiency in SQL is crucial, along with a familiarity with Python and a strong inclination towards automation and AI tools to streamline operations. This position is well-suited for someone with a finance background and a detail-oriented mindset, ideally with at least two years of experience in a related field. The team emphasizes collaboration across technical and non-technical departments, fostering a culture of shared knowledge and continuous improvement.
Joblaze insights
- Listed today on Joblaze — tracked directly from Wisetack's career page.
- Wisetack has 4 other open roles including Accountant II, Lead Merchant Risk Analyst, Borrower Success Specialist.
- 6624 active Python roles on Joblaze right now.
- 2308 active SQL roles on Joblaze right now.
- 453 active Excel roles on Joblaze right now.
- Salary band is below the typical range for comparable tech roles (median ~$126,944).
- Pays more than 3% of the 3275 salaried Python roles we track (median $160,000). See Python salary trends
Quick facts
- Is the Financial Operations Analyst II, Treasury 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 Financial Operations Analyst II, Treasury role.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: Excel, Python, SQL.
- What seniority level is this role?
- Wisetack targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this Financial Operations Analyst II, Treasury 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:
- 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
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.