Financial Operations Analyst II, Treasury

Wisetack

10d•$70,800 - $99,100

About The Position

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, Treasury to 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.

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

Nice To Haves

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

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