Data Analyst II, Treasury

Summary

Wisetack is a fintech company building consumer lending products for service-based businesses. The Data Analyst II, Treasury will run, improve, and automate critical money movement workflows using AI tools, SQL, and Python while investigating financial discrepancies. The role also supports finance operations, data analysis, stakeholder enablement, and financial-governance controls.

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

Skills

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

Qualifications

Must Haves

• 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

Nice to Haves

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

Benefits

• Equity