Senior Financial Analyst
Self FinancialSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial TechnologyIndustries
Requirements
Candidates should possess at least 5 years of experience in consulting, finance, operations, or analytics, requiring a Bachelor’s degree. They should also demonstrate advanced skills with Microsoft Excel, including pivot tables, VLOOKUPs, nested IF statements, index match, and other related tools, as well as proficiency with common analytics and/or sales software such as Salesforce.
Responsibilities
As Lead Analyst, ASD Operations, the candidate will be responsible for investigating and implementing opportunities for increased efficiency and growth within the Account Servicing Department (ASD), working closely with department leadership and other functions. They will monitor and interpret tier-level data and trends weekly, sharing insights with tier leaders and managers, and analyze and communicate larger performance trends to leadership and stakeholders on a monthly basis. The role also involves integrated partnership with ASD leaders, cross-departmental collaboration on key initiatives, portfolio management to ensure balance and equity, testing support for pilot programs, and performing ad-hoc analysis to optimize operational efficiency and business performance.
Skills
Data Analysis
Reporting
Performance Monitoring
Cross-Department Collaboration
Portfolio Management
Testing and Data Support
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.
Key Metrics
Boston, MassachusettsHeadquarters
2012Year Founded
$365MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees