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, Quadrille, 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: Ranked #21 on 2024 Inc. 5000 based on revenue growth Ranked #15 on 2024 Deloitte Fast 500 based on revenue growth 2024 Best Embedded Finance Solution for Banking Tech Awards 2023 Best Consumer Lending Program by Tearsheet 2023 Best Point of Sale Product by Fintech Breakthrough 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 Finance at Wisetack helps the company understand performance, make better decisions, and move quickly. We work closely with teams across the business to improve operations, not just report the numbers. As an Accountant II, you’ll partner with our Accounting Manager to own key parts of the monthly close, maintain accurate financial reporting, and improve the systems and processes that support Wisetack’s growth.
You’ll work across transaction flows tied to consumer financing, merchant payments, fees, refunds, and disbursements. We’re looking for someone who takes ownership, works well through ambiguity, and looks for better ways to get things done. You’ll strengthen controls, improve close processes, and use data, automation, and AI tools to reduce manual work and improve accuracy. Responsibilities Own key areas of the monthly close, including journal entries, reconciliations, supporting schedules, and variance analysis.
Manage bank, cash, and other balance sheet reconciliations and resolve discrepancies quickly. Reconcile financial activity across consumer financing, merchant payments, fees, refunds, and disbursements. Review vendor invoices, employee expenses, and credit card activity for accuracy, policy compliance, and proper GL coding. Prepare recurring financial and operational reporting for internal stakeholders and external partners.
Support annual audits, tax requests, and related documentation. Investigate differences between operational systems and the general ledger and drive issues through resolution. Partner closely with Growth to understand business activity, support reporting needs, and translate new initiatives into accurate, scalable accounting processes. Improve accounting processes using automation, Claude, and other AI-enabled workflows to reduce manual effort and strengthen controls.
Help design repeatable processes for new products, transaction flows, and accounting needs