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

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

Introduction to Wisetack

Imagine being part of a cutting-edge fintech company that's revolutionizing the way service-based businesses thrive. Since 2018, Wisetack has been at the forefront of building transparent and intuitive consumer lending products, empowering businesses like HVAC companies, veterinarians, and auto repair shops to succeed. With a leadership team hailing from top fintech companies such as Lending Club, Affirm, and Varo Money, and backed by leading VCs including Insight Partners, Greylock, and Bain Capital Ventures, we're a well-funded startup poised for continued growth and innovation.

Our Mission and Values

At Wisetack, we're driven by a passion for putting customers first, acting fast, leading the way, taking ownership, and being good humans. Our company values are the foundation of everything we do, and we're committed to building a healthy company culture that's recognized as one of the best places to work. We've been nominated for several Great Places to Work lists, including Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance. If you're excited about joining a team that's dedicated to making a positive impact, we want to hear from you.

The Role: 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 in our Treasury sub-function, you'll be part of a dynamic team that's engineering the Treasury function of tomorrow through automation, analytics, and data-driven insights. You'll work closely with cross-functional teams to design and build scalable solutions, develop controls, and mitigate risk, all while empowering our Customer Support, Product, Partnerships, and Finance teams with your expertise.

Key Responsibilities:

  • Run finance-related daily operations, including validation of loan originations and secondary market transactions
  • Design, build, and maintain new solutions to business initiatives in a scalable way, leveraging your technical aptitude and business acumen
  • Embrace and enhance our data-driven culture by providing new and useful data solutions via different mediums, such as dashboards, automated reports, and automated Slack messages
  • Develop and maintain Treasury-specific datasets and data pipelines, ensuring data accuracy and integrity
  • Work cross-functionally with Finance, Analytics, Risk, Product, Engineering, and Customer Operations teams to drive business growth and improvement
  • Support the business by handling ad hoc requests, driving adoption of new processes, and standard methodologies
  • Identify, document, and implement changes to enhance controls and mitigate risk, ensuring compliance and regulatory adherence

Requirements and Qualifications

To succeed in this role, you'll need:

  • A Bachelor's degree in Math, Economics, Statistics, Engineering, Computer Science, or another quantitative field
  • 2+ years of professional experience as a data analyst or in a role as a data user, with a strong understanding of data analysis and interpretation
  • 1+ years of professional experience with SQL and Python, with the ability to write efficient and effective code
  • Excellent communication skills, with the ability to simplify and explain complex problems to stakeholders of all levels across multiple functions
  • Keen attention to detail, with a focus on data accuracy and integrity
  • Self-directed and self-motivated, with the ability to work independently and handle ambiguity
  • A customer service mindset and an avid team player who delights in helping others, with a passion for collaboration and knowledge-sharing

Preferred Qualifications:

  • Working knowledge of lending concepts and related processes, such as accrued interest
  • Systems implementation experience, with a understanding of how to design and implement scalable solutions
  • Experience in venture-backed or similar high-growth environments, with a proven track record of adapting to changing priorities and deadlines

Career Growth and Development

At Wisetack, we're committed to helping you grow and develop your skills and career. As a Data Analyst, Treasury, you'll have access to:

  • Ongoing training and professional development opportunities, including workshops, conferences, and online courses
  • Mentorship and coaching from experienced professionals in the field, with a focus on helping you achieve your career goals
  • Opportunities for advancement and career growth, with a clear path for progression and promotion
  • A collaborative and dynamic work environment, with a team that's passionate about innovation and excellence

Work Environment and Company Culture

Our company culture is built on a foundation of transparency, trust, and open communication. We believe in:

  • Putting customers first, with a focus on delivering exceptional customer experiences
  • Acting fast, with a emphasis on agility and adaptability in a rapidly changing environment
  • Leading the way, with a commitment to innovation and excellence in everything we do
  • Taking ownership, with a focus on accountability and responsibility
  • Being good humans, with a passion for making a positive impact and doing what's right

Compensation and Benefits

We offer a competitive salary range of $83,300 - $116,600, plus equity and benefits. Our benefits package includes:

  • Comprehensive health, dental, and vision insurance, with a focus on supporting your physical and mental well-being
  • 401(k) matching, with a commitment to helping you plan for your future
  • Flexible paid time off, with a focus on work-life balance and flexibility
  • Professional development opportunities, with a commitment to helping you grow and develop your skills and career
  • A dynamic and collaborative work environment, with a team that's passionate about innovation and excellence

Conclusion

If you're a motivated and talented Data Analyst looking for a new challenge, we want to hear from you. At Wisetack, we're building a team of exceptional professionals who are passionate about making a positive impact. With a focus on innovation, excellence, and customer satisfaction, we're committed to helping you grow and develop your skills and career. Apply today and join our team of dedicated professionals who are shaping the future of fintech.

Don't worry if you don't meet every single requirement - we value a great attitude and a willingness to learn above all. Submit your application today and take the first step towards an exciting and rewarding career with Wisetack.

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