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Financial Reporting Specialist

2 months ago

Boston, Massachusetts, United States Forward Financing Full time
Job Overview

Forward Financing is a leading financial technology firm dedicated to providing swift and adaptable capital solutions to small enterprises across the United States. Our mission is to empower our clients and team members to achieve their utmost potential. Recognized as a premier workplace by industry standards, we prioritize investment in our workforce, technological advancements, and exceptional customer service.

Role Summary

As a Senior Accounting Associate, you will be integral in enhancing and overseeing the accounting functions at Forward. Collaborating closely with the Controller, Accounting Manager, and the Strategy and Finance team, you will report directly to the Accounting Manager and engage regularly with various internal stakeholders.

Key Responsibilities
  • Assist in the monthly and annual financial closing processes to guarantee timely and precise reporting, which includes the preparation of journal entries, supporting schedules, reconciliations, analyses, and financial statement generation.
  • Facilitate internal and external reporting requirements and analyses.
  • Serve as the primary backup for payment administration, managing daily funding for small business clients, processing cash payments, and reconciling internal systems.
  • Monitor and review daily cash transactions.
  • Support financial audits and reviews.
  • Contribute significantly to ongoing accounting projects, including system upgrades and enhancements.
  • Help establish robust internal controls and implement new accounting policies and procedures.
  • Continuously seek to improve processes across all areas of responsibility.
Why Join Us?
  • Mission-Driven: At Forward, we are committed to providing essential funding to small businesses that often lack access to traditional financing options. Your work will help ensure that these businesses receive the support they need to thrive.
  • Flexible Work Environment: We empower our employees to choose their preferred work setting, whether that be from home, in the office, or a hybrid approach.
Qualifications

We encourage you to apply even if you do not meet every requirement:

  • Bachelor's degree in Accounting, Business, Finance, or a related field; advanced degrees (MBA, CPA) are advantageous but not mandatory.
  • 1-2 years of relevant experience.
  • Strong verbal and written communication skills.
  • Proficiency in Excel; experience with NetSuite or similar accounting software is a plus.
Core Values
  • Drive the Mission: We advocate for financial opportunities for underserved small businesses.
  • Keep It Real: We value transparency and direct communication.
  • Act With Kindness: We foster a supportive and caring workplace.
  • Shoot for Extraordinary: We strive for innovation and continuous improvement.
About Forward Financing

Forward Financing is a Boston-based fintech company focused on delivering fast and flexible working capital to small businesses. We have successfully provided over $2.8 billion in funding to more than 61,000 small businesses since our inception. Our commitment to diversity, equity, and inclusion is paramount, ensuring that all employees feel valued and respected.

Benefits

We offer a comprehensive benefits package that includes medical, dental, vision, and commuter benefits, along with a flexible time-off policy, paid parental leave, and a 401k match for eligible employees. Our Employee Choice policy allows most employees to decide their work environment, emphasizing our focus on impact and contribution over location.