Data Analyst, Treasury

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

• 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.

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.