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Senior Analyst, Portfolio Strategy

2 months ago

Boston, United States Forward Financing Full time
Job DescriptionJob Description

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, providing fast, flexible working capital to US small businesses that have been underserved by traditional financing options. It is our mission to build a world-class fintech company so our customers and our people can reach their full potential. Forward has been recognized as a Best Place to Work by the Boston Business Journal and Built In Boston and is certified as a Great Place to Work.® We're investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.

As Senior Analyst, Portfolio Strategy, you will play an important role driving the growth of our business. In this role, you will work on a small team reporting directly to the VP of Pricing. You will help the Leadership team design and implement high impact pricing and risk strategies. You will own end-to-end analytics workflows, including defining success, implementing data requirements, conducting analysis, generating insights and hypotheses, monitoring performance metrics, and socializing them across the organization.

In this role you will:
  • Conduct analyses on sophisticated and open-ended questions at the intersection of profitability and risk; present findings in a clear and concise manner to influence stakeholders.
  • Collaborate with senior team members to assess and manage pricing and profitability of Forward Financing's portfolio.
  • Be responsible for developing and maintaining pricing and profitability models, retention strategies, tools and reporting dashboards.
  • Manage pricing recommendation framework and approvals for both new originations and existing customer retention efforts.
  • Provide reporting and analysis of pricing and profitability to senior management on the portfolio and pricing initiatives.
  • Assess potential impacts of new strategies on the current portfolio
  • Collaborate with other teams on product enhancements.
  • Analyze industry market trends.
Why you should apply:
  • Opportunity to shape the pricing and overall risk strategy for a market leading revenue-based financing company.
  • Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.
  • Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that's from home, in the office, or a combination of both) with flexible hours.
Role Requirements:

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

  • Intellectual curiosity and strong quantitative skills
  • 3+ years of experience in an analytically driven role. Familiarity with risk and pricing strategies preferred
  • Experience in consumer or small business funding
  • Self-starter with drive to outperform and attention to detail
  • Ability to build long-lasting relationships with key contacts at all levels of the organization
  • Proficient in SQL, Tableau (or similar)
  • Advanced skills with Microsoft Excel (pivot tables, VLOOKUP, nested IF statements, etc.), PowerPoint, and related tools.
  • Preferred: Python programming skills
Forward Financing Core Values:
  • Drive the Mission - We believe in financial opportunity for underserved small businesses. We say "yes" when others say "no."
  • Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.
  • Act With Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.
  • Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday's best.
About Us:

Forward is a fintech company headquartered in Boston, Massachusetts with an affiliate office in Santiago, Dominican Republic, providing fast, flexible working capital to small businesses across the US. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business's future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day — giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $2.8 billion in funding to more than 61,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.8 stars rating on Trustpilot.com. Forward is also recognized as a Best Place to Work by Built In Boston, certified as a Great Place to Work®, and is committed to helping their people and the small businesses they serve to achieve their full potential.

Forward actively promotes a focus on diversity, equity, and inclusion in all we do. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. Our diverse and driven group of about 450 people, with approximately 200 based in the US, and 250 in the Dominican Republic, is a 100% employee-owned company. Our people are excited about their work, knowing they are helping thousands of small businesses while advancing their own careers.

Perks & Benefits:

At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team.

When we aren't collaborating to drive business and support our customers, we're finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together

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