Senior Analyst, Portfolio Strategy; Lending

Overview

Senior Analyst, Portfolio Strategy at Forward Financing. 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®.

• Collaborate with senior team members to assess and manage portfolio risk, ensuring alignment with organizational risk tolerance.
• 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.
• Continuously monitor performance data models and offer recommendations on policy changes related to data models.
• Engage in exploratory initiatives to identify and develop new business strategies.
• Work closely with senior team members to implement and execute strategic initiatives.
• Identify and assess new data sources to help bolster the company’s underwriting and analytics capabilities.

• Intellectual curiosity and strong quantitative skills.
• 5+ years of experience in an analytically driven role (finance, analytics, consulting, etc.).
• Familiarity with risk and pricing strategies preferred.
• 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.
• Preferred: consumer or small business lending experience.

Forward offers a comprehensive total rewards package, including medical, dental, vision, commuter benefits, a flexible time‑off policy, paid parental leave, 401(k) match for U.S. employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Forward Financing 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 often delivers funds the same day, giving more businesses the financial opportunity they need to thrive. Since 2012, Forward has expanded access to capital by providing over  4.1 billion in funding to more than 80,000 small businesses.

Forward is A+ rated by the Better Business Bureau with an Excellent / 4.7-star rating on

Forward is a remote‑first company, prioritizing workplace flexibility. Employees are welcome to work from one of Forward’s premiere office locations for in‑person collaboration. When not collaborating to drive business, we find virtual and in‑person ways to get to know colleagues, celebrate wins, and have fun together.

Seniority Level: Mid‑Senior level

Employment Type:

Full‑time

Job Function:
Business Development and Sales

• 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.

Forward Financing is proud to be an equal opportunity employer, committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. We reduce biases and ensure the right people are in the right jobs to contribute to our mission. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.