Job Title: Lead Data Analyst

Company Name: Forward Financing

Job Url: https://jobs.ashbyhq.com/forward%20financing/f3cbafc4-6cde-48b8-8093-cb2e98dccc40?src=LinkedIn

Job Description: 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 Lead 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.)

7+ years of experience in an analytics role

Proven track record acting as a technical subject matter expert with stakeholders, fielding complex data inquiries and explaining analytical methodologies

Advanced proficiency in performing complex joins and transformations on data using SQL

Experience delivering high-precision capital markets reporting for structured financing activities, such as ABS issuances, warehouse financing facilities, corporate notes and forward flow arraignments

Expertise in architecting scalable data visualization solutions using 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

Compensation:
Annual Targeted Salary: $160,000– $175,000 USD

Annual Target Bonus: 12%

At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.

Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role.

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!

Forward Financing Core Values: