Staff Accountant

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, 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: 

• 2023 Best Consumer Lending Program by Tearsheet
• 2023 Best Point of Sale Product by Fintech Breakthrough
• 2022 Best Consumer Lending Solution by Finovate
• 2022 Best Emerging Lending Platform by Lendit (now Fintech Nexus)

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. 

The Role

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 accounting sub-function is responsible for recording all of the company’s financial transactions in a timely and accurate manner, while also handling our annual audit and tax work. We strive to build our processes with an eye for efficiency and automation, so we focus a lot on using the data generated by our tech stack in our process. 

The Staff Accountant will work closely with our Accounting Manager to complete our financials monthly while continuously refining the process and controls that will carry us into our next chapter of growth. As a small and efficient team, you’ll get to work on many parts of our company’s financials, not just a small “box”. Over time, you’ll get opportunities to write code, conduct detailed analysis, and contribute to making us as efficient as possible. 

Responsibilities

• Support the monthly financial close to ensure timely and accurate reporting, including preparation of journal entries, supporting schedules, reconciliations, and analysis
• Complete monthly bank reconciliations
• Review employee credit card expenses to ensure appropriate GL coding
• Review and enter vendor invoices to ensure timely processing of AP
• Review and approve employee expense reports according to company policies
• Generate recurring reports for partners and stakeholders and handle correspondence 
• Assist with annual audits
• Continuously drive process improvement and build new process across all areas of the company

Requirements

• 0.5 - 3 years of hands-on experience as an accountant, auditor, or similar role. 
• Bachelor’s degree in accounting, finance, or business administration strongly preferred. 
• Exemplary knowledge of how diverse transactions are typically recorded and how they flow to the P&L, Balance Sheet, and Cash Flow statement. 
• Strong Excel skills and experience working with data sets.
• 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

• Familiarity with loan accounting (fair value, accrued interest) 
• Previous experience with audit engagements (either at an audited company, or as an auditor).
• Systems implementation experience a plus
• Technical acumen and experience working with databases and data sources (i.e. SQL queries) a heavy plus

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 $70,800 - $99,100 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.

Spend a little time on our About Us page and check out our Press page and our blog for more. If you think this might be a fit, we’d love to hear from you!