[Remote] Data Analyst, Sales Operations at Forward Financing

Alberta, Canada

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$85,000 – $105,000Compensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial TechnologyIndustries

Requirements

2+ years of experience as a business analyst, data analyst, sales operations analyst, finance analyst, or related role
Expert-level skills with Microsoft Excel/Google Sheets (complex nested IF statements, XLOOKUP, INDEXMATCH, macro creation, array formulas, ability to build dynamic and automated dashboards and visualizations with slicers, etc.)
Experience streamlining and automating Excel/Google Sheets reporting
Experience cleaning and validating data to ensure data accuracy
Bachelor’s degree in Analytics, Finance, or other technical field
Tableau/PowerBI/Looker experience (building dashboards, including tables and visualizations)
SQL experience preferred
Experience evaluating unique problems and developing data-driven solutions

Responsibilities

Take over Ownership of Recurring Reporting: Learn the ins and outs of our recurring reporting set, including the hows and whys, data challenges, and insights deliverables
Streamline and Automate Recurring Reporting: Identify and implement strategies to streamline and automate our existing reporting processes
Administer Compensation and Awards Plans: Update Presidents Club Leaderboard and compile annual awards data; administer Sales SPIFs; compile and submit monthly incentives and sales contest compensation
Monitor Performance and Share Insights with Sales Leadership: Review sales performance data and trends, and share them with sales leaders and managers to inform their focus and sales strategies
Analyze Performance Trends and Create Forecasts: Analyze and communicate larger sales performance trends, strategic insights, and forecasts to leadership, managers, and other stakeholders on a monthly basis, driving the overall success of the Sales Department
Support Test and Learn Initiatives: Support sales pilot programs (e.g., new sales strategies, tools, incentive plans) from a testing and data perspective to draw data-backed conclusions on their effectiveness
Perform Ad-Hoc Analysis: Perform in-depth sales analysis and leverage findings to optimize sales effectiveness, productivity, and overall business performance

Skills

Data Analysis

Reporting

SQL

Excel

Data Visualization

Sales Operations

Performance Reporting

Automation

Forward Financing

Provides fast funding solutions for small businesses

About Forward Financing

Forward Financing offers fast and flexible funding solutions to small businesses in the United States, focusing on those who may not qualify for traditional bank loans. Their main product is a merchant cash advance, which provides a lump sum of cash in exchange for a percentage of future sales, allowing for quick funding often within 24 hours. Unlike traditional lenders, Forward Financing operates in the alternative lending space, providing a more accessible application process, though at higher fees due to the increased risk. The company's goal is to support small business growth by offering reliable funding while adhering to high ethical standards.

Boston, MassachusettsHeadquarters

2012Year Founded

$365MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Parental Leave

Wellness Program

Professional Development Budget

Flexible Work Hours

Remote Work Options

Risks

New fintech startups in Boston may challenge Forward Financing's market share.

CEO Jason Mullins' strategic shifts could disrupt operations or alienate clients.

Expansion of $450 million credit facility may increase financial risk if not managed well.

Differentiation

Forward Financing offers fast, flexible funding with approvals within minutes.

The company has provided over $1.9 billion to 45,000 small businesses since 2012.

Forward Financing is A+ rated by the Better Business Bureau and has a 4.9-star Trustpilot rating.

Upsides

Increased demand for alternative lending boosts Forward Financing's market potential.

AI and machine learning enhance Forward Financing's risk assessment and underwriting processes.

Digital-first financial services trend aligns with Forward Financing's online application model.

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