Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops).
Our leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. And we’re backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more).
Having raised $84M, we’re a well-funded startup and have invested in people and technology while growing our partnerships — responsibly.
We’re also proud to have received recognition from the fintech world. Awards we’ve won include:
- Ranked #21 on 2024 Inc. 5000 based on revenue growth
- Ranked #15 on 2024 Deloitte Fast 500 based on revenue growth
- 2024 Best Embedded Finance Solution for Banking Tech Awards
- 2023 Best Consumer Lending Program by Tearsheet
- 2023 Best Point of Sale Product by Fintech Breakthrough
But what you’ll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS companies.)
As a result of our efforts in building this healthy company culture, we’ve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance.
Like any startup, we’re in it for the long haul, and we’re looking for people willing to join our journey of building something special together.
This process starts with our company values, which guide us in everything we do — and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same:
- Put customers first (that’s our M.O.)
- Act fast (leverage our startup environment).
- Lead the way (show and tell).
- Take ownership (everyone is hands-on here).
- Be a good human (no egos, build financial products that do right by people).
Learn more about our values here.
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 Data Analyst II 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.
- 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
- 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
- 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
This hiring process utilizes artificial intelligence tools to assist in candidate screening and assessment. Our AI tools are designed to complement, not replace, human decision-making. Our data practices are described in Wisetack’s Privacy Policy.
Skills Required
- 2+ years of professional experience
- Bachelor’s degree in Economics, Accounting, Finance, or a similar field
- Knowledge of SQL
- Python experience
- Desire to learn Python
- Automation-oriented mindset and aptitude for using AI tools
- Analytical and inquisitive mindset with a desire to learn
- Strong Excel knowledge
- Ability to work independently and own high-dollar processes with attention to detail
- Ability to collaborate with technical and non-technical teams
- Experience automating Excel processes into SQL- or script-based processes
- FinTech experience with loan-level, credit, or lending data
What We Do
At Wisetack, we’re building financially-responsible consumer lending products that help service-based businesses thrive. We offer consumers a way to finance a purchase by paying in monthly installments. Founded in 2018 by a team of experienced fintech veterans whose prior experience includes PayPal, LinkedIn, Lending Club, Affirm, Amazon, and other leading companies, Wisetack is a well-funded early stage startup with strong early customer traction. We’re backed by leading VCs, including Insight Partners, Greylock, and Bain Capital Ventures, investors in Airbnb, LinkedIn, Instagram, Dropbox, and many more. We raised a $45M Series B and 2021 and have grown YoY exceeding our revenue goals! This is a fun stage in any company's lifecycle where we've got the core foundation built and a clear path to success, but you'd still be joining early enough to help shape the future of the company and learn a ton along the way. Business Insider named us one of the 70 most promising startups changing the world of finance and LendIt Fintech named us the best Emerging Lending Platform in their recent Industry Awards. The external recognition is great, but we're equally -- if not more -- happy with the recognition from our customers. Our current NPS rating is a sky-high 78. We're proud that we're building a product that customers love.
Why Work With Us
We start with our customers. Our NPS (Net Promoter Scores) are sky high & we win industry awards because the entire company is laser-focused on delivering an excellent customer experience. We're an early stage company and growing fast. Anyone who joins is guaranteed to learn. We like to promote from within so there is a ton of opportunity ahead!
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