Senior Analyst, Strategy & Operations
AngiFull Time
Senior (5 to 8 years)
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.
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.
Provides fast funding solutions for small businesses
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.