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 Finance Analyst, you will play a pivotal role in analyzing and managing financial data, contributing to the company’s strategic decision-making process. Evaluating financial performance and impacts, identifying trends, conducting data management and visualization, and providing the right visibility and insight into drivers. You will work closely with the DR vice president, FP&A team, People and culture, and accounting department. This role will be reported to the Director, International Finance and collaborate frequently with internal stakeholders.
In this role you will be responsible for:
Conducting comprehensive financial analysis and modeling to support strategic decision-making processes.
Collaborating with various departments to prepare annual budgets and forecasts.
Developing and maintaining advanced financial models and benchmarking to measure financial performance against the operation's key results.
Generating periodic financial reports highlighting trends, financial risks, and opportunities.
Identifying and implementing process improvements to enhance the efficiency and accuracy of the monthly, quarterly, and annual reporting process.
Collaborate in creating presentations for stakeholders.
Analyze investments and projects to evaluate their viability and performance.
Stay up to date with relevant financial regulations and trends.
Support the establishment of appropriate internal controls and implement new accounting
policies and procedures.
Supporting any other related stakeholder requests.
Requirements:
(Even if you don’t check every box, but see yourself contributing, please apply)
Bachelor’s degree in finance, Economics, or a related field.
Previous experience in FP&A roles (3+ years) ideal in a multi-entity environment (USA/DR/CAN).
Strong knowledge of financial analysis, financial modeling, budgeting, forecasting, and reporting.
Proficiency in Microsoft Excel, data visualization tools, and Google Suite. Experience working with NetSuite is a plus.
Advanced speaking and written English.
Excellent communication skills to effectively convey financial findings.
Strong analytical skills and the ability to make data-driven recommendations.
Attention to detail and the ability to work independently.
Willingness to learn and stay updated on financial trends and related technologies
Total Rewards:
Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, 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.
Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. 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. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.
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!
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 fintech 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. 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 $4.5 billion in funding to more than 87,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.6 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.
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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