Financial Operations Analyst II, Treasury

Overview

This role is part of the Treasury team, supporting how money moves through consumer lending products. Work will be coordinated closely with Product and Data Engineering to maintain accuracy across merchants, borrowers, and capital partners.

The organization is seeking a Financial Operations Analyst II, Treasury to run, improve, and automate critical money movement workflows. You will use AI tools, SQL, and Python to work with large datasets, streamline recurring processes, and investigate financial discrepancies.

Responsibilities

• Perform finance-related recurring operations, such as loan sales to investors
• Initiate, engineer, and maintain scripts to automate and streamline business functions
• Read, debug, and modernize existing SQL and Python pipelines (including work inherited from prior analysts), not only build new ones
• Serve as a subject matter expert for loan data and finance processes, empowering Customer Support, Product, and other Finance team members
• Conduct ad hoc data analysis projects and clearly communicate insights to internal and external business partners
• Build validations and financial-governance controls to protect against fraud and financial error

Requirements

• 2+ years of professional experience
• Bachelor’s degree (Economics, Accounting, Finance, or similar preferred)
• Knowledge of SQL is essential
• Python experience a plus, with a desire to learn
• Automation-oriented mindset and aptitude for AI tools, using them to write and debug queries and build reconciliation tooling faster
• Analytical and inquisitive mindset with a desire to learn
• Strong Excel knowledge
• Ability to work independently, with attention to detail and ownership of high-dollar processes
• Ability to collaborate seamlessly across technical and non-technical teams

Preferred Qualifications (Bonus)

• Experience automating processes out of Excel and into a SQL or script-based process
• FinTech experience, such as experience with loan-level, credit, or lending data

Compensation & Benefits

• Base salary range: $70,800 - $99,100 plus equity
• Benefits

Note: The base salary range is a guideline; individual total compensation will vary based on qualifications, skill level, and competencies.

Hiring Process / Notice

This hiring process utilizes artificial intelligence tools to assist in candidate screening and assessment. AI tools are designed to complement, not replace, human decision-making. Data practices are described in the organization’s Privacy Policy.