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Data Analyst (Treasury)

Wisetack

Skills

Required

  • SQL
  • Python
  • AI tools
  • Excel
  • debug queries

Preferred

  • automating processes
  • SQL or
  • script-based
  • streamline recurring processes

Join Wisetack's Treasury team as a Financial Operations Analyst II. In this role, you will run, improve, and automate critical money movement workflows using AI tools, SQL, and Python. You will perform finance-related recurring operations, process automation, and ad hoc data analysis projects. This position is ideal for someone with a finance mindset, attention to detail, and technical curiosity. Benefits include stock options, a 401(k) plan, comprehensive health plans, flexible PTO, and more.

Responsibilities

  • Automate critical money movement workflows and streamline recurring processes using AI tools, SQL, and Python.
  • Read, debug, and modernize existing SQL and Python pipelines, and build out validations and financial-governance controls.
  • Perform finance-related recurring operations, such as loan sales to investors, and empower Customer Support and other teams by being a subject matter expert.

Requirements

  • An automation-oriented mindset and a real aptitude for AI tools — using them to write and debug queries and build reconciliation tooling faster

Strong Excel knowledge

  • Analytical and inquisitive mindset with a desire to learn
  • Ability to work independently, with the attention to detail to own high dollar processes
  • Bachelor's degree (Economics, Accounting, Finance, or similar preferred)
  • Knowledge of SQL is essential
  • Collaborates seamlessly across both technical and non-technical teams
  • Python experience a plus, with the desire to learn a must
  • 2+ years professional experience
  • FinTech experience, such as experience with loan-level, credit, or lending data

Preferred

  • Experience automating processes out of excel and into a SQL or script-based process

Pay

USD 70,800 - 99,100