Data Analyst, Treasury

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, 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:

• 2023 Best Consumer Lending Program by Tearsheet
• 2023 Best Point of Sale Product by Fintech Breakthrough
• 2022 Best Consumer Lending Solution by Finovate
• 2022 Best Emerging Lending Platform by Lendit (now Fintech Nexus)

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 The Finance team at Wisetack plays an essential role in providing top management with the visibility it needs to make decisions and understand the company’s performance. We strive to collaborate with operators to influence the company’s strategy and operations, not just “keep score.” As a fast-growing startup, you’ll enter a dynamic finance environment that always has something new happening, unique challenges to think through, and professional growth opportunities. The Treasury sub-function is engineering the Treasury function of tomorrow through automation (scaling the business) and analytics/data insights (shaping the business). We are keenly focused on the design and methodology with which we conduct our business. If you get satisfaction out of making something cost-effective, elegant, and efficient, then this might be the role for you. We are seeking a Data Analyst who has strong business acumen with technical aptitude. In this role you will work with large datasets, design and build processes, perform analyses to drive business decisions, develop controls, and mitigate risk. Our team is critical to conducting Wisetack’s financial operations.

Responsibilities

• Run finance-related daily operations:
• Validation of loan originations
• Secondary market transactions
• Build automation tasks
• Strategically design, thoughtfully build and efficiently maintain new solutions to business initiatives in a scalable way
• Embrace and enhance the data-driven culture of the company by providing new and useful data solutions via different mediums (dashboards, automated reports, automated Slack messages, etc.)
• Empower Customer Support, Product, Partnerships and other Finance team members by being a subject matter expert and resource for Treasury related items
• Work cross-functionally with Finance, Analytics, Risk, Product, Engineering and Customer Operations
• Develop and maintain Treasury specific datasets and data pipelines
• Support the business by handling a variety of ad hoc requests
• Drive adoption of new processes and standard methodologies
• Identify, document and implement changes to enhance controls and mitigate risk

Requirements

• Bachelor's degree in in Math, Economics, Statistics, Engineering, Computer Science, or other quantitative field
• 2+ years of professional experience as a data analyst or in a role as a data user
• 1+ years of professional experience with SQL
• 1+ years of professional experience with Python
• Excellent communication skills, with the ability to simplify and explain complex problems to stakeholders of all levels across multiple functions
• Keen attention to detail
• Self-directed and self-motivated with an ability to work independently and handle ambiguity is essential
• Customer service mindset and an avid team player who delights in helping others

Bonus points

• Working knowledge of lending concepts and related processes (i.e. accrued interest)
• Systems implementation experience a plu

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