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Senior Business Analyst, Portfolio Growth

2 months ago

Boston, Massachusetts, United States Forward Financing Full time
About the Role

We are seeking a highly skilled Senior Business Analyst, Portfolio Growth to join our team at Forward Financing. As a key member of our Pricing and Risk team, you will play a critical role in driving the growth of our business by designing and implementing high-impact pricing and risk strategies.

Key Responsibilities
  • Conduct in-depth analyses on complex questions at the intersection of profitability and risk, presenting 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.
  • Develop and maintain pricing and profitability models, retention strategies, tools, and reporting dashboards.
  • Manage pricing recommendation frameworks 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'll Thrive Here
  • Opportunity to shape the pricing and overall risk strategy for a market-leading revenue-based financing company.
  • Mission-driven company: Forward Financing is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options.
  • Flexibility is a top priority: Our employees are empowered to choose where they want to work, with flexible hours.
Requirements
  • Intellectual curiosity and strong quantitative skills.
  • 3+ years of experience in an analytically driven role, with 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), and Microsoft Excel (pivot tables, VLOOKUP, nested IF statements, etc.).
  • Preferred: Python programming skills.
Our Culture
  • Drive the Mission - We believe in financial opportunity for underserved small businesses.
  • Keep It Real - We value direct communication, candid feedback, and authenticity.
  • Act With Kindness - We create an environment where caring is cool and helping is the norm.
  • Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement.