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Forward Financing has been one of the fastest-growing Fintech companies in Boston for the past three years, as recognized by Boston Business Journal, Inc. Magazine, and Deloitte's Fast 500. Our mission is to be the leading provider of alternative financing solutions to under-served small businesses. We accomplish this by investing in our people, our technology, and our customer experience – with long-term success in mind. We are proud to be named to Boston Business Journal's Best Places to Work in 2020.

Reporting to the Head of Strategy & Finance, you will play an important role in providing leadership and direction to the Accounting organization. This includes defining, enhancing and implementing the Company’s accounting processes & functions, building and managing an Accounting team, and providing valuable insight and new policies that will be used to drive improved performance at Forward Financing. Collaborating frequently with the Director of FP&A, as well as the rest of the Leadership Team, your role in owning all accounting initiatives will be critical to driving our mission forward and helping scale the business.

In this role you will:

  • Deliver a deep dive gap analysis report on our accounting, finance, treasury processes, as well as on our internal controls, in collaboration with an Accounting Manager. 
  • Lead the annual audit process with external auditors, ensuring timely completion. 
  • Develop and implement internal systems and financial controls. 
  • Oversee the tax return and quarterly tax distribution process, working with internal. constituents and external tax consultants to ensure accurate and timely completion around local, state and federal government requirements. 
  • Work with an international subsidiary to improve and enhance their financial reporting processes.
  • Recruit, supervise and develop a high-performance Accounting team.
  • Manage the payroll and employee benefits process.
  • Own the timely completion of the month-end close, identify and implement process. improvements to enhance the efficiency and accuracy of the monthly, quarterly and annual reporting process.
  • Manage the creation and presentation of lender compliance and covenant reporting.
  • Lead the preparation and presentation of financial analysis and performance reports, along with MD&A commentary, for internal and external stakeholders.
  • Research new accounting pronouncements and policies that may impact Forward Financing.
  • Evaluate the current state of accounting and financial systems (Company currently uses Quickbooks); ensure that Company is using the right systems for optimal efficiency. 
  • Support corporate transactions including capital financing (debt or equity) or M&A integrations (systems and financial). 

About You:

  • Passionate: You love what you do, and you have a positive attitude. You care about your teammates and the results of your work while demonstrating humility.
  • Coachable: Open to feedback and continual professional improvement.  Flexible and adaptable.
  • High Standards:  Quality orientation. Follow through on commitments.  A Doer who gets things done.
  • Efficient: Producing significant output with minimal wasted effort, organized planning and prioritization.
  • Proactive: Self-starter who appropriately tackles problems and gets stuff done without the need for constant oversight. Continually seeks additional responsibilities while asking for, and acting on, feedback.
  • Collaborative:  Approaches work with a “people first” attitude and is a team player. Able to engage in healthy and helpful conflict.
  • Emotional Intelligence: high degree of self-awareness. Handles interpersonal relationships judiciously and empathetically.  Exercises good judgement while under pressure.
  • Communicator: Speaks and writes clearly and articulately and likes to build strong relationships. Openly listens to learn and shows appreciation for other points of view.
  • Judgment:  Strong business acumen and excellent logic and reasoning skills, Ability to exercise great judgment while working independently in a fast-paced environment.
  • Resourceful: Ability to think creatively to source information and get things done.


  • BS or BA in Accounting, Business or Finance; CPA required. 
  • Minimum of seven years of progressive accounting experience, at least two years in public accounting and two years in private accounting.
  • Experience at a growth-stage business and in building, managing and scaling Accounting teams and processes; experience within the financial services industry is a plus.
  • Proven ability to think analytically, while also possessing exemplary financial skills and excellent communication.

About Us: 

Forward Financing is a Boston-based financial technology company that provides fast, flexible, and reliable capital to small businesses nationwide. By combining proprietary technology with a team of small business financing experts, Forward Financing delivers same day funding with the speed and simplicity business owners need to succeed and grow. 

Since 2012, Forward Financing has provided over $750 million in financing to more than 20,000 small businesses. Consistently recognized as an industry leader, the company is A+ rated by the Better Business Bureau and receives top ratings across all major customer review platforms. Since 2017, Forward Financing has been named by Inc. Magazine and the Boston Business Journal as one of the fastest growing companies in Massachusetts. 

We are a diverse and driven group of over 90 people, located in the heart of Boston’s Financial District. Our employees come to work knowing they are helping thousands of small businesses while advancing their own careers. If this sounds like something you’d like to be a part of, learn more at


At Forward Financing, we believe that if our company succeeds, all of our employees succeed too.  We offer a competitive compensation package for highly qualified candidates that are extremely motivated, have a positive attitude, and are able to ramp up quickly.  We offer a comprehensive benefits package including medical, dental, vision and commuter benefits along with gym reimbursement, 401K, paid volunteering days and a matching gift program.   

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • RubyLanguages
    • ElixirLanguages
    • Ruby on RailsFrameworks
    • JIRAManagement
    • TrelloManagement
    • SalesforceCRM
    • Constant ContactEmail
    • MailChimpEmail


Our company is in the heart of Boston — close to shopping, restaurants and within walking distance of all public transit and major highways.

What are Forward Financing Perks + Benefits

Forward Financing Benefits Overview

At Forward Financing, our employees are extremely important to us. Here you will discover incredibly talented people who care deeply about their customers and each other. We believe that having the right people on our team and strong teamwork is the key to creating a foundation for success. Our culture is professional but we make sure to celebrate our individual and team wins. We believe you should be rewarded for your hard work. In addition to competitive compensation packages and generous standard benefits (health, vision, dental) team members also enjoy company catered meals weekly, Summer Fridays, flexible work schedules, charity donation match, generous 401k match, paid volunteer days and overall a fun and rewarding workplace.

Volunteer in local community
Forward Financing employees receive two paid volunteer days to give back to our local community such as with the Boys & Girls Club, Habitat for Humanity, Pine Street Inn, Greater Boston Food Bank, etc
Partners with Nonprofits
Forward Financing is committed to making a greater impact in the local community, through community service projects and donations to area nonprofits including Year Up, BUILD, Boys & Girls Club, etc.
Friends outside of work
Eat lunch together
Intracompany committees
Our Culture Committee is tasked with ways to create and promote team culture events each month to foster team building activities such as field days, scavenger hunts, baking competitions and many more
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Documented equal pay policy
Unconscious bias training
Forward Financing provides facilitator-led unconscious bias training to ensure that content is delivered effectively in a safe and welcoming manner, enabling team members to make actionable change.
Mean gender pay gap below 10%
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Forward Financing employees can contribute up to $2,700 annually to their FSA.
Disability Insurance
Disability insurance covers 60% of annual salary up to $7500 monthly maximum payout.
Dental Benefits
Our dental plan covers $5000 of expenses.
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $150 for glasses and contact lenses.
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
Forward Financing's 401(k) retirement plan offers a broad selection of stocks, bonds and international index funds to choose from.
401(K) Matching
Forward Financing provides employees with a 401(k) matching plan managed by Prudential. The company will match contributions up to 4% of an employee's annual salary.
Performance Bonus
Forward Financing's performance bonus includes cash rewards and prizes which may vary across departments based on targets and pay structure.
Match charitable contributions
Forward Financing will match employee's charitable contributions up to $500.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of paid parental leave.
Flexible Work Schedule
Forward Financing provides employees with a flexible work schedule that includes Summer hours, core hours, flexible start and end times.
Remote Work Program
Our remote work program includes work from home opportunities for specific positions.
Family Medical Leave
Employees who have been with the company for 12 months are eligible for 12 weeks of family medical leave.
Vacation & Time Off Benefits
Generous PTO
Forward Financing employees receive between 20 and 25 days per year of paid time off based on years of service.
Paid Volunteer Time
Our employees receive 16 hours per year of paid volunteer time.
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Forward Financing offers pre-tax commuter benefits for all employees.
Company Outings
Forward Financing hosts company outings Monthly.
Game Room
Our Amenities Center includes Ping Pong, Pool Table and Video Games.
Stocked Kitchen
Forward Financing has a fully stocked kitchen including fresh fruit, unlimited snacks, coffee, tea and other drink options.
Some Meals Provided
Employees get free lunch every Friday.
Happy Hours
Happy hours are hosted in the office on Fridays starting at 4 pm. Wednesday - Friday, happy hours are hosted in our Amenities Center from 4:30-7:30 pm.
Recreational Clubs
Forward Financing sponsors various sports leagues throughout the year.
Fitness Subsidies
Forward Financing reimburses its employees up to $60 per month for gym reimbursement.
Professional Development Benefits
Job Training & Conferences
Acme Co. offers employees professional development opportunities with onsite training courses, the ability to attend job-related conferences and seminars.
Lunch and learns
Acme Co. hosts lunch and learn meetings once per quarter.
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, 1-to-many program, career mentoring, leadership mentoring.
Paid industry certifications

Additional Perks + Benefits

We believe people are most productive when they are engaged and having fun. We are proud of the culture that we’ve built here at Forward Financing. Our employees agree it is not only a fun and rewarding workplace, but you certainly won’t go hungry while you’re here. From company sponsored off-site events and lunches, to a fully stocked kitchen, we make sure you are well fed and enjoying time with your team. A few events that we think are pretty cool:

- Company-sponsored monthly team lunches at local restaurants
- Birthday & anniversary celebrations
- Catered meals weekly
- Team building events
- Month-end celebrations
- Annual summer outing
- Annual holiday celebration
- Company-sponsored sports teams (flag football, softball, basketball)
- Monthly “meet-n-greet” lunches
- Annual hackathon
- Monthly sports raffle for tickets to Bruins, Celtics and Red Sox games
- Employee-led committees for change

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