Forward Financing

Lead/Senior Data Analyst

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Fintech, Lending, Small Business LendingIndustries

Senior Data Analyst

Salary: [Not Specified] Employment Type: Full-Time Location Type: Remote

Position Overview

Forward Financing is seeking a Senior Data Analyst to join their Analytics team. In this role, you will leverage the company's data and modern data stack to provide valuable insights that enhance operations and business outcomes across all departments. You will report to the Manager of Business Intelligence.

Why You Should Apply

  • Meaningful Work: Make a lasting impact by helping small businesses achieve their financial goals. Your work will directly influence decision-making and contribute to the long-term success of Forward Financing.
  • Data-Driven Environment: Work with a variety of datasets and a modern data stack (Fivetran + Snowflake + dbt + Tableau + Census) to deliver automated reports, dashboards, self-service tools, and ad-hoc analyses.
  • Flexibility: This opportunity offers 100% fully remote flexibility, empowering you to work in a way that suits you best.

Responsibilities

  • Develop expertise in navigating and generating insights from the Company’s internal databases, including Salesforce.
  • Partner with various Departments to identify and outline data needs and requirements.
  • Utilize Tableau and SQL to build customized dashboards, visual analyses, and self-serve tools for key stakeholders.
  • Contribute to work across the Analytics department, including Analytics Engineering and Data Science.

Role Requirements

(Even if you don’t check every box, but see yourself contributing, please apply.)

  • Bachelor's degree (or higher) in a quantitative discipline (e.g., Computer Science, Statistics, Mathematics, etc.).
  • 5+ years of experience in an analytics role.
  • Ability to perform complex joins and transformations on data using SQL.
  • Experience building data visualizations with Tableau or similar tools (e.g., Looker, PowerBI).
  • Strong knowledge of Excel (vlookup, index/match, pivot tables, calculations).
  • Bonus: Experience using Snowflake, DBT, Git, and Python.

About Forward Financing

Forward Financing is a financial technology company based in Boston, Massachusetts, with team members throughout the United States, Dominican Republic, and Canada. The company's mission is to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is committed to investing in its employees, technology, and customer experience for long-term success.

Forward offers revenue-based financing, providing upfront working capital in exchange for a set amount of future revenue. By simplifying requirements, streamlining the process, and utilizing advanced proprietary technology, Forward often delivers approvals within hours and funds the same day, empowering more businesses to thrive.

Forward Financing Core Values

  • Drive the Mission: Believe in financial opportunity for underserved small businesses. Say “yes” when others say “no.”
  • Keep It Real: Value direct communication, candid feedback, and authenticity. Be an open book.
  • Act with Kindness: Create an environment where caring is cool and helping is the norm. Do the right thing.
  • Shoot for Extraordinary: Be inspired by innovative thinking and continuous improvement. Never settle for yesterday’s best.

Skills

Data Analysis
SQL
Tableau
Fivetran
Snowflake
dbt
Census
Salesforce
Business Intelligence
Data Visualization
Ad-hoc Analysis
Reporting
Dashboarding

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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