Accountant

Wisetack; United States; On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Stock options

401(k) plan

Comprehensive health plans

Flexible PTO

FSA/HSA

Learning and development stipends

Commuter benefits

Job summary

Wisetack’s Finance team helps the company understand performance, make better decisions, and move quickly. 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.

Qualifications

• 2+ years of experience in accounting, audit, or a similar finance role.
• Strong understanding of how transactions flow through the income statement, balance sheet, and cash flow statement.
• 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.
• Experience using Claude or similar AI tools to automate workflows, analyze data, improve documentation, or increase the efficiency of accounting processes.
• Experience owning reconciliations and supporting or managing portions of the monthly close.
• Bachelor's degree in accounting, finance, business administration, or a related field.
• Strong attention to detail, sound judgment, and ability to work independently.
• Experience in fintech, lending, payments, or another transaction-heavy environment.
• Familiarity with loan accounting, including accrued interest or fair value.
• Experience improving accounting systems, workflows, or internal controls.
• Experience supporting financial statement audits.
• Familiarity with SQL, databases, or APIs.
• Experience using Python for data analysis, automation, or accounting workflows.

Responsibilities

• Own key parts 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.

Skills

Accounting

GAAP

Close processes

Data analysis

Automation

Excel

SQL

Python

Education

Bachelor's degree in accounting/finance

Tools

Claude

AI workflows

Job description

• 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
• 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

Benefits

• Stock options
• 401(k) plan
• Comprehensive health plans
• Flexible PTO
• FSA/HSA
• Additional health services memberships
• Learning and development stipends
• Commuter benefits

2+ years of experience in accounting, audit, or a similar finance roleStrong understanding of how transactions flow through the income statement, balance sheet, and cash flow statementStrong Excel or spreadsheet skills and comfort working with detailed data setsAbility to investigate discrepancies, connect information across systems, and drive issues to resolutionExperience using Claude or similar AI tools to automate workflows, analyze data, improve documentation, or increase the efficiency of accounting processesExperience owning reconciliations and supporting or managing portions of the monthly closeBachelor's degree in accounting, finance, business administration, or a related fieldStrong attention to detail, sound judgment, and ability to work independentlyExperience in fintech, lending, payments, or another transaction-heavy environmentFamiliarity with loan accounting, including accrued interest or fair valueExperience improving accounting systems, workflows, or internal controlsExperience supporting financial statement auditsFamiliarity with SQL, databases, or APIsExperience using Python for data analysis, automation, or accounting workflows