Financial Operations Analyst II, Treasury Remote, USA

Wisetack; Northern (KY); Hybrid; USD 71,000 - 99,000; Full time

Benefits offered by this job

Equity

Job summary

Wisetack’s Treasury team powers money movement across our platform, collaborating closely with Product and Data Engineering to ensure accuracy among merchants, borrowers, and capital partners. We seek a Financial Operations Analyst II, Treasury to run, improve, and automate critical workflows using SQL, Python, and AI tools.

This role combines a finance mindset with technical curiosity to build scalable, reliable processes and to support the broader Finance team with data-driven insights.

Qualifications

• Minimum 2+ years professional experience in finance operations or similar.
• Bachelor's degree in Economics, Accounting, Finance, or related field preferred.
• Knowledge of SQL is essential for day-to-day tasks.
• Python experience is a plus; willingness to learn is required.
• Automation mindset and ability to use AI tools to write and debug queries.
• Strong Excel skills and meticulous attention to detail.
• Ability to work independently and collaborate across teams.

Responsibilities

• Run, improve, and automate critical money movement workflows.
• Read, debug, and modernize existing SQL and Python pipelines.
• Build and maintain automation scripts to streamline functions.
• Empower cross-functional teams with loan data and processes expertise.
• Perform ad hoc data analyses and communicate insights clearly.
• Create validations and governance controls to protect against fraud.

Skills

SQL

Python

Excel

Analytical thinking

Education

Bachelor's degree (Economics, Accounting, Finance, or similar preferred)

Tools

SQL

Python

Job description

Financial Operations Analyst II, Treasury

Remote, USA

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, Affi… . 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).

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, Treasuryto 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 - $99,100plus 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.

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.