Data Analyst II, Treasury

The role

You will run, improve and automate money movement workflows for Wisetack's Treasury team. The work uses SQL, Python and AI tools on large datasets, and includes investigating financial discrepancies.

What you will do

• Perform recurring finance operations, such as loan sales to investors
• Initiate, engineer and maintain scripts that streamline business functions
• Read, debug and modernize existing SQL and Python pipelines, including work from prior analysts
• Be a subject matter expert and resource for loan data and finance processes
• Run ad hoc data analysis and communicate insights to internal and external partners
• Build validations and financial-governance controls against fraud and financial error

Required qualifications

• 2+ years professional experience
• Bachelor's degree (Economics, Accounting, Finance, or similar preferred)
• Knowledge of SQL is essential
• Desire to learn Python
• An automation-oriented mindset and aptitude for AI tools
• Analytical and inquisitive mindset with a desire to learn
• Strong Excel knowledge
• Ability to work independently with attention to detail
• Collaborates across technical and non-technical teams

Nice to have

• Python experience
• Experience automating processes from Excel into SQL or script-based processes
• FinTech experience, such as loan-level, credit or lending data

Before you apply

• The hiring process uses artificial intelligence tools to assist in candidate screening and assessment

About the company

Wisetack builds consumer lending products for service-based businesses such as HVAC companies, veterinarians and auto repair shops. The company has raised $84M and is backed by venture capital investors.