[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

Requirements

Candidates must possess 7+ years of experience in underwriting, risk analysis, operations strategy, consulting, finance, or related analytical fields. A proven ability to influence senior leadership through data storytelling, insights, and recommendations is essential, along with a track record of leading cross-functional projects and delivering measurable business impact. Strong business acumen connecting operational metrics to financial and strategic outcomes is required. Experience mentoring junior analysts is preferred. Technical expertise in Excel, SQL, and Tableau is necessary, and a Bachelor's degree is mandatory, with an advanced degree being a plus. Certification in Tableau is preferred.

Responsibilities

The Lead Analyst, Operational Strategy will act as a strategic partner to Underwriting leaders, influencing business decisions and embedding data-driven thinking. They will lead the development of analytical frameworks, performance dashboards, and forecasts to guide underwriting strategies. This role involves translating complex data into actionable recommendations for underwriting performance, risk management, and business growth. The analyst will serve as the point of contact between Underwriting and other key functions, ensuring alignment on strategic initiatives. Responsibilities also include owning the evaluation of the underwriting pipeline, identifying bottlenecks, designing process improvements, and implementing scalable solutions. Leading test-and-learn initiatives, designing and evaluating pilot programs, and presenting recommendations to senior leadership based on data analysis are key duties. Additionally, the role involves coaching analysts, establishing standards for analytical rigor, and anticipating leadership needs to conduct deep-dive analysis for revenue growth, cost efficiency, and improved customer outcomes.

Skills

Analytics
Reporting
Underwriting
Data Analysis
Process Improvement
Strategic Planning
Forecasting
Risk Management
Cross-functional Collaboration

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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