Job details

Operational Strategy Analyst

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 an Operational Strategy Analyst, you will be responsible for analytics and reporting used to drive the success of the DR Operations. In this role, you will work with the Operational Strategy team to provide data and analytical insights into the areas of strengths, growth opportunities, and overall performance metrics for the DR Operations, working closely with leadership across the different departments. Customer experience is a key differentiator for Forward Financing and you will be an integral part of our mission.

In this role you will:

Develop and assist with the creation, development, and maintenance of DR dashboards to organize data, report results, and drive future growth.
Own daily/weekly/monthly/yearly DR operational reporting and executive dashboards.
Prepare performance results and other KPIs for use by various key stakeholders
Maintain DR Process Quality key indicators available live in dashboards for all stakeholders.
Develop and maintain the DR Incentives Program, guaranteeing on-time-in-full monthly deliverables to stakeholders and dashboard visibility for internal customers.
Collaborate with the Organization’s leaders with Kaizen initiatives and root cause analysis.

Requirements:

1-2 years of experience in analytics, operations, consulting or finance.
Bachelor’s degree required.
Advanced English fluency
Experience evaluating unique problems, collaboratively creating solutions, drafting project plans, and delivering effective new business processes.
Ability to build long-lasting relationships with key contacts at all levels of the organization.
Self-starter, confident, with strong attention to detail and an ability to apply your analytical mind to solving problems.
Advanced skills with Google Sheets (pivot tables, VLOOKUPs, nested IF statements, index match, etc.) and other related tools for data structuring.
Proficient with common analytics and/or sales software such as Salesforce and/or Tableau.
Knowledge of database languages and tools (MySQL, SQL, BigQuery)
Data Visualization experience (Dashboards and reports)
Google Data Analytics Professional Certificate required.
Great teammate who has a positive outlook and can thrive in a fast-paced environment.

About You:

Passionate: “Can-do-attitude.” Enthusiastic. Optimistic, open, and objective toward others.
Coachable: Open to feedback and continual professional improvement.
High Standards & detail-oriented: Quality orientation. Follow through on commitments. A multitasker who gets things done.
Efficient: Producing significant output with minimal wasted effort, organized planning and prioritization.
Proactive: Self-starter, continually seeks additional responsibilities. Willingness to go the distance to get something done, including working long hours at times if needed.
Collaborative: Strong “people orientation.” Can disagree without being abrasive or intimidating.
Emotional Intelligence: High degree of self-awareness. Handles interpersonal relationships judiciously and empathetically.
Communicator: Comfortable communicating and networking. Speaks and writes clearly and articulately without being overly verbose or talkative and possesses an openness to people and a willingness to hear what others are saying.

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 $3 billion in funding to nearly 63,000 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!

California Employee Privacy Policy

Forward Financing Glassdoor Company Review

4.8