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 a Closing Analyst, you will make sure that all the submitted information from partners is valid and complies with the criteria defined by the company.
You will report to the Senior Closing Manager and will collaborate frequently with Sales, Underwriting, Legal, Quality & Continuous Improvement, and other positions across the organization.
In this role, you will:
- Update and analyze transactional bank information from our clients in order to validate the veracity of the information received.
- Learn and follow Forward Financing’s process and guidelines to accurately verify the information on the MTDs (Month to Date Transactions).
- Work collaboratively with teammates to achieve and maintain established SLAs (Service Level Agreements) for the funding queue.
- Collaborate across departments. Leave notes, recommendations, and relevant information for the Underwriting, Sales, and Legal teams.
- Be the strongest brand ambassador of our Culture.
About You:
- Passionate: “Can-do-attitude.” Enthusiastic. Optimistic, open, and objective toward others.
- Coachable: Open to feedback and continual professional improvement.
- Collaborative: Strong “people orientation.” Can disagree without being abrasive or intimidating.
- High Standards: Quality orientation. Follow through on commitments. A multitasker who gets things done.
- Efficient: Producing significant output with minimal wasted effort, organized planning and prioritization.
- Analytical skills: Able to process complicated data and draw insightful conclusions from it.
- Prioritization: Tackle several projects simultaneously, aligning the order in which you complete with the most pressing need. Producing significant output with minimal wasted effort, organized planning, and prioritization.
Requirements:
(Even if you don’t check every box, but see yourself contributing, please apply.)
- Intermediate English fluency.
- Bachelor’s degree in Business, Accounting, or related fields.
- Strong attention to detail, and professionalism.
- Proficiency with calculation sheets and email software.
- Able to complete tasks in a fast and accurate manner.
- 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!
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What We Do
Headquartered in the US with an operational hub in the DR, Forward Financing 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.® At Forward, we believe every business deserves financial opportunity. That’s why we provide fast, flexible capital to US small businesses that have often been underserved by traditional financing options. Our mission is to build a world-class fintech company so our customers and people can reach their full potential. We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.
Want to learn more? Visit: forwardfinancing.com/careers
Why Work With Us
We’re building a place where our people want to run to work every day. Here, you’ll be with colleagues who work together towards shared goals and challenge you to bring your best; you’ll work with leaders who support your professional growth and want to see you succeed.
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Employees work remotely.
Our Employee Choice policy allows most team members to choose if they’d like to be fully remote, work in our Boston headquarters, the office in the DR, or a hybrid combination.
