Wisetack
is hiring
Data Analyst, Treasury
About Our Company
Wisetack is the leading Pay Over Time platform for in-person services. Wisetack partners with top SaaS service companies to embed payment options directly into their software through a simple API integration. Service businesses rely on Wisetack to offer their customers flexible, point of sale financing, enabling them to quickly and easily pay over time for essential services.
Founded in 2018 in San Francisco by an experienced team of leaders in the financial services industry, Wisetack is backed by investors including Insight Partners, Greylock, and Bain Capital Ventures.
Job Description & Responsibilities
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
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.
What we offer
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.