Finance / Treasury Analyst

  • Finance
  • Full-time
  • San Francisco, CA
  • Remote friendly

2021-07-12 20:57:33 UTC


At Wisetack, we’re building financially-responsible consumer lending products that help smaller, offline businesses thrive.

Founded in 2018 by a team of experienced fintech veterans whose prior experience includes PayPal, LinkedIn, Lending Club, and other leading companies, Wisetack is a well-funded early stage startup with strong early customer traction. We’re backed by leading VCs, including Greylock and Bain Capital, investors in Airbnb, LinkedIn, Instagram, Dropbox, and other leading companies. More About Us​

The Role:

Wisetack is located in the San Francisco Bay Area, remote applicants are welcome. 

Wisetack is developing a cutting-edge Finance & Treasury team. 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 Finance / Treasury Analyst who has strong business acumen with technical aptitude. In this role you will work with large datasets, design and automate processes, perform analyses to drive business decisions, develop controls, and mitigate risk. Our team is critical to conducting Wisetack’s financial operations.


  • Run finance related daily operations, some examples include: 

    • Loan Origination - determining and validating appropriate disbursement amounts

    • Secondary Transactions - facilitating purchases from our issuing bank partner(s) and sales to loan investors, along with accompanying cash movements and document submissions

  • Process automation - develop and maintain tools and dashboards used to streamline processes and analyses

  • Support the business - design scalable processes for business initiatives and handle ad hoc requests 

  • Drive adoption of new processes and standard methodologies

  • Identify, document and implement changes to enhance controls and mitigate risk

  • Identify, review and resolve exceptions as they arise


  • Analytical and inquisitive mindset

  • Strong Excel knowledge and aptitude, including macros

  • Knowledge of SQL

  • Python and VBA is a nice to have but must have the ability to pick these up quickly

  • Strong work ethic, enjoy getting involved in the details and adapt well in a fast paced changing environment

  • Strong verbal and written communication skills

  • Ability to work independently

  • 5+ years professional experience (role will be calibrated to experience)

  • Relevant experience is a plus, preferably experience in loan servicing and reconciliations at a bank, savings institution, mortgage lender/broker or comparable financial services company

  • Flexibility - willingness (and capability) to occasionally stretch beyond what is outlined above, plugging into other areas of the business when help is needed

Remote restrictions

  • Must be a resident of United States