Sr. Financial Analyst
Platform ScienceSalary 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 have 5+ years of experience in consulting, finance, operations, or analytics, requiring a Bachelor’s degree. They must possess advanced skills with Microsoft Excel (pivot tables, VLOOKUPs, nested IF statements, index match, etc.), PowerPoint, and proficiency with common analytics and/or sales software such as Salesforce and/or Tableau.
Responsibilities
As Lead Analyst, ASD Operations, you will be responsible for analytics and reporting used to drive the success of the Account Servicing Department, investigating and implementing opportunities for increased efficiency and growth while working closely with department leadership and other functions. You will monitor and report on performance for both tier-level and senior leadership, collaborate cross-departmentally on key initiatives, manage portfolios to ensure balance, support pilot programs with testing and data analysis, and perform 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
Strategic Insight Communication
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