Financial Operations Analyst (Treasury)

Join Wisetack's Treasury team as a Financial Operations Analyst II. In this role, you will run, improve, and automate critical money movement workflows, using AI tools, SQL, and Python. You will perform finance-related operations, process automation, and ad hoc data analysis projects. This position is ideal for someone with a finance mindset, attention to detail, and technical curiosity. Benefits include stock options, a 401(k) plan, comprehensive health plans, flexible PTO, and more.

• Run, improve, and automate critical money movement workflows, using AI tools, SQL, and Python.
• Perform finance-related recurring operations, such as loan sales to investors, and process automation.
• Read, debug, and modernize existing SQL and Python pipelines, and empower Customer Support and other teams.

• An automation-oriented mindset and a real aptitude for AI tools — using them to write and debug queries and build reconciliation tooling faster
• Strong Excel knowledge
• Analytical and inquisitive mindset with a desire to learn
• Ability to work independently, with the attention to detail to own high dollar processes
• Bachelor's degree (Economics, Accounting, Finance, or similar preferred)
• Knowledge of SQL is essential
• Collaborates seamlessly across both technical and non-technical teams
• Python experience a plus, with the desire to learn a must
• 2+ years professional experience
• FinTech experience, such as experience with loan-level, credit, or lending data
• Experience automating processes out of excel and into a SQL or script-based process