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. 

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).

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’s always got 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
2-5 years of professional experience as a data analyst or in a role as a data user
Experience with SQL (preferred) or another data query language
Python experience or desire to learn relatively quickly
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 plus
Experience in venture-backed or similar high-growth environments preferred.
Interview Process
Application Review
Recruiter Screen
Hiring Manager Screen
Virtual Onsite:
Interview I 
Interview II  
Interview III 
Final Technical Interview
References
Offer
The range of base salary for the position is between $83,300 – $116,600, 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.