[Remote] Lead Analyst, Operational Strategy at Forward Financing

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, Small Business LendingIndustries

Requirements

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

Responsibilities

The Lead Analyst, Operational Strategy will partner with Underwriting leaders to define strategic priorities, influence business decisions, and embed data-driven thinking. They will lead the development of analytical frameworks, performance dashboards, and forecasts to guide underwriting strategies. The role involves translating complex data into actionable recommendations for underwriting performance, risk management, and long-term business growth. This position serves as the point of contact between Underwriting and other key functions, ensuring alignment on strategic initiatives. Responsibilities include owning the evaluation of the underwriting pipeline, identifying bottlenecks, designing process improvements, and implementing scalable solutions. The analyst will lead test-and-learn initiatives, design and evaluate pilot programs, and present recommendations to senior leadership. Additionally, they will coach analysts, establish standards for analytical rigor, and conduct deep-dive analysis to uncover new opportunities for revenue growth, cost efficiency, and improved customer outcomes.

Skills

Analytics

Reporting

Underwriting

Process Improvement

Data Analysis

Strategic Planning

Forecasting

Risk Management

Cross-functional Collaboration

Business Acumen

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