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Experienced Data Analyst, Treasury - Driving Business Growth through Data-Driven Insights and Financial Expertise

Remote, USA Full-time Posted 2025-11-03

Introduction to Wisetack

Wisetack is a pioneering fintech company that has been revolutionizing the consumer lending landscape since 2018. Our mission is to empower service-based businesses to thrive by providing transparent and intuitive lending products. With a leadership team comprising veterans from top fintech companies like Lending Club, Affirm, and Varo Money, we are backed by leading venture capital firms, including Insight Partners, Greylock, and Bain Capital Ventures. Having raised $84M in funding, we are a well-funded startup dedicated to investing in people, technology, and partnerships to drive responsible growth.

Our Culture and Values

At Wisetack, we pride ourselves on our company culture, which is built on a foundation of strong values. We believe in putting our customers first, acting with speed and agility, leading by example, taking ownership of our work, and being good humans who build financial products that do right by people. These values have been instrumental in our success and have earned us numerous awards and recognition, including a sky-high NPS rating of 79. We have also been nominated to several Great Places to Work lists, including Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance.

The Role of the Data Analyst, Treasury

The Finance team at Wisetack plays a vital role in providing top management with the visibility and insights needed to make informed decisions and drive business growth. As a Data Analyst, Treasury, you will be an integral part of this team, working closely with cross-functional teams to design and build processes, perform analyses, and develop controls to mitigate risk. Your strong business acumen and technical aptitude will enable you to work with large datasets, identify areas for improvement, and drive business decisions through data-driven insights.

Key Responsibilities

  • Run finance-related daily operations, including validation of loan originations, secondary market transactions, and building automation tasks
  • Strategically design, build, and 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 teams
  • 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

To be successful in this role, you will need:

  • A Bachelor's degree in Math, Economics, Statistics, Engineering, Computer Science, or other quantitative field
  • 2+ years of professional experience as a data analyst or in a role as a data user
  • 1+ years of professional experience with SQL
  • 1+ years of professional experience with Python
  • 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
  • A customer service mindset and an avid team player who delights in helping others

Preferred Qualifications

While not required, the following qualifications are highly desirable:

  • Working knowledge of lending concepts and related processes (i.e., accrued interest)
  • Systems implementation experience
  • Experience in venture-backed or similar high-growth environments

Career Growth Opportunities and Learning Benefits

At Wisetack, we are committed to the growth and development of our employees. As a Data Analyst, Treasury, you will have the opportunity to work on challenging projects, collaborate with cross-functional teams, and develop your skills in data analysis, financial modeling, and process improvement. You will also have access to training and development programs, mentorship, and career advancement opportunities to help you achieve your career goals.

Work Environment and Company Culture

Our company culture is built on a foundation of transparency, collaboration, and innovation. We believe in empowering our employees to take ownership of their work, providing them with the autonomy to make decisions, and recognizing and rewarding their achievements. Our remote work environment is designed to be flexible and accommodating, allowing you to work from anywhere and maintain a healthy work-life balance.

Compensation, Perks, and Benefits

We offer a competitive salary range of $83,300 - $116,600, plus equity, and benefits. Our benefits package includes comprehensive health insurance, retirement savings plans, and paid time off. We also provide opportunities for professional development, training, and education to help you advance your career.

Conclusion

If you are a motivated and talented Data Analyst looking to join a dynamic and growing fintech company, we encourage you to apply for this exciting opportunity. At Wisetack, we are committed to building a team of exceptional professionals who share our values and are passionate about driving business growth through data-driven insights and financial expertise. Apply now and join our journey to revolutionize the consumer lending landscape!

Simple Application Process

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