Senior Data Analyst (Business Intelligence)

Forward Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

As a Senior Data Analyst on our Analytics team, you will leverage the Company’s data and modern data stack to provide valuable insights that enhance operations and business outcomes across all departments. You will report to the Manager of Business Intelligence.

Why you should apply:

• Meaningful work. You will make a lasting impact, helping us achieve our mission of helping small businesses. You will see your work directly impact the decision making process of Departments across Forward Financing, and contribute to the long term success of Forward Financing.

• You love working with data! In this role, you will work with a variety of datasets to provide teams with deeper insight, enabling operational and strategic decisions. You will work with our modern data stack (Fivetran + Snowflake + dbt + Tableau + Census) to deliver a combination of automated reports and dashboards, self-service tools, and ad-hoc analyses.

• Flexibility is a top priority. Our teams are empowered to do what works for them. This opportunity has 100% fully remote flexibility.

In this role you will

• Develop expertise in navigating, and generating insights from, the Company’s internal databases (including Salesforce).

• Partner with various Departments to identify and outline data needs and requirements.

• Work with Tableau and SQL to build customized dashboards, visual analyses, and self-serve tools for key stakeholders.

• Contribute to work across the Analytics department, including Analytics Engineering and Data Science.

Role Requirements

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

• Bachelor's degree (or higher) in a quantitative discipline (e.g. Computer Science, Statistics, Mathematics, etc.)

• 4+ years of experience in an analytics role

• Ability to perform complex joins and transformations on data using SQL

• Experience building data visualizations with Tableau or similar tools (e.g., Looker, PowerBI)

• Strong knowledge of Excel (vlookup, index/match, pivot tables, calculations)

• Bonus: Experience using Snowflake, DBT, Git, and Python

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 Financing is a financial technology company based in Boston, Massachusetts with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. 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 funds 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 $4.1 billion in funding to more than 80,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

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! 

US Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

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