Senior Financial Analyst
Self FinancialSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial TechnologyIndustries
Requirements
Candidates should possess a Bachelor’s degree in a related field, such as Finance, Economics, Statistics, or a related discipline, and have at least five years of experience in an analytically driven role, preferably in finance, analytics, or consulting. They should demonstrate intellectual curiosity and strong quantitative skills, along with familiarity with risk and pricing strategies. Proficiency in SQL, Tableau (or similar), and advanced skills with Microsoft Excel are also required.
Responsibilities
As a Senior Analyst, Portfolio Strategy, the individual will collaborate with senior team members to assess and manage portfolio risk, ensuring alignment with organizational risk tolerance. They will provide reporting and analysis of pricing and profitability to senior management on the portfolio and pricing initiatives, assess potential impacts of new strategies, continually monitor performance data models, and offer recommendations on policy changes. Furthermore, they will engage in exploratory initiatives to identify and develop new business strategies, work closely with senior team members to implement and execute strategic initiatives, identify and assess new data sources to bolster the company’s underwriting and analytics capabilities, and support the company’s Portfolio Strategy department and executive team in understanding business performance trends.
Skills
Quantitative Skills
Financial Analysis
Data Modeling
Risk Management
Strategic Planning
Analytical Thinking
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