[Remote] Lead Analyst, Operational Strategy at Forward Financing

Ontario, Canada

Forward Financing Logo
Not SpecifiedCompensation
Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Small Business LendingIndustries

Skills

Key technologies and capabilities for this role

AnalyticsReportingUnderwritingData AnalysisProcess ImprovementStrategic PlanningForecastingRisk ManagementCross-functional Collaboration

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a fully remote position with team members throughout the United States, Dominican Republic, and Canada, and flexibility is a top priority allowing employees to choose where they want to work.

What is the salary for the Lead Analyst, Operational Strategy role?

This information is not specified in the job description.

What skills are required for this role?

The role requires strong analytical skills to develop frameworks, dashboards, and forecasts; strategic thinking to partner with leaders and influence decisions; cross-functional collaboration with departments like Technology, Marketing, and Finance; and leadership abilities to mentor analysts and drive process optimizations.

What is the company culture like at Forward Financing?

Forward Financing is mission-driven to support small businesses, recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work, with a focus on investing in employees, technology, and customer experience while prioritizing flexibility.

What makes a strong candidate for this position?

A strong candidate should have expertise in data-driven analysis, experience leading strategic initiatives and cross-functional partnerships, and the ability to mentor teams while optimizing processes for efficiency and growth.

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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