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 Senior Analyst, Portfolio Strategy, you will play an important role providing valuable insight that can drive the growth of our business. You will work on a small team reporting to the Manager of Portfolio Strategy. In this role, you will help to design and track various pricing and credit strategies. You will assist the company’s Portfolio Strategy department and members of the executive team to understand emerging trends, key drivers of business performance, and work closely with department leadership and other functions in the business including Sales, and the Underwriting Department.
In this role you will:
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.
Continually monitor the 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
Compensation:
Annual Targeted Salary: $135,000-170,000 USD
Annual Target Bonus: 10%
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.
Skills Required
- 5+ years of experience in an analytically driven role (finance, analytics, consulting, etc.)
- Familiarity with risk and pricing strategies
- Proficient in SQL, Tableau, Microsoft Excel, PowerPoint
- Advanced skills with Microsoft Excel (pivot tables, VLOOKUP, nested IF statements, etc.)
- Preferred: Python programming skills
- Preferred: consumer or small business lending experience
What the Team is Saying
Forward Financing Compensation & Benefits Highlights
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Healthcare Strength — Comprehensive medical, dental, vision, and mental‑health coverage is emphasized, with added supports like an EAP. Life and disability insurance further reinforce the core safety net.
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Leave & Time Off Breadth — Open/unlimited PTO is paired with paid holidays, sick time, floating holidays, birthdays off, bereavement, volunteer days, and paid parental leave. This breadth signals flexibility for rest, family needs, and community engagement.
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Wellbeing & Lifestyle Benefits — A monthly stipend usable for wellness, commuting, or home‑office needs, plus fitness support and occasional gym access, extend value beyond insurance. Onsite perks and commuter benefits add everyday convenience for office‑based staff.
Forward Financing Insights
What We Do
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. Forward has been recognized as a Best Place to Work by Built In 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. 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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Forward Financing Offices
Remote Workspace
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.
