Senior Accountant

| Greater Boston Area
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This is a terrific opportunity for a self-motivated individual to join our team. At Forward Financing, our mission is to be the leading provider of financing solutions to under-served small businesses. As one of the fastest growing companies in Massachusetts we are at the forefront of growth in the FinTech space. We are 100% dedicated to this vertical and to achieving our mission.

As a Senior Accountant of Finance, you will play an important role in managing the Company’s accounting and financial planning & analysis (FP&A) processes, providing valuable insight that will be used to assess the performance of Forward Financing. You will report to the Controller, and collaborate frequently with the Director of Strategy, Finance & Analytics as well as the rest of the Leadership team.Forward Financing invests in our employees and their development. Your role in working on all accounting and FP&A initiatives will be critical to driving our mission forward.
 

In this role you will:

  • Implement and maintain accounting systems using QuickBooks or similar software 

  • Create and share weekly and monthly reports related to all aspects of financial analysis, including revenue and expenditures 

  • Oversee and handle monthly close responsibilities and financial reporting for various internal and external stakeholders

  • Create and maintain short-term cash flow projections for all entities and subsidiaries of Forward Financing

  • Research new accounting pronouncements and policies that may impact Forward Financing

  • Assists in forecasting and budgeting for each department

  • Work with external auditors to complete annual audit.

About You:

  • Passionate:  High energy.  “Can-do-attitude”.  Enthusiastic. Optimistic, open, and objective toward others.

  • Coachable: Open to feedback and continual professional improvement.  Flexible and adaptable.

  • Efficient: Producing significant output with minimal wasted effort, organized planning and prioritization.

  • High Standards:  Quality orientation. Follow through on commitments.  A Doer who gets things done.

  • Proactive: Self-starter, continually seeks additional responsibilities. willingness to go the distance to get something done, including working long hours at times if needed.

  • Collaborative: Strong “people orientation”.  Can disagree without being abrasive or intimidating.  Team player.

  • 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 without being overly verbose or talkative and possesses an openness to people and a willingness to hear what others are saying.

  • Judgment:  Strong business acumen and excellent logic and reasoning skills, Ability to exercise great judgment while working independently in a fast-paced environment

  • Multi-Tasking/Prioritization: Ability to tackle several projects simultaneously and self-prioritize effectively

  • Resourceful: Ability to think creatively to source information and get things done

  • Accountability:  Responsible and driven to meet and exceed key personal and department objectives

Requirements:

  • BS/BA+ in Accounting, Business or Finance

  • Minimum 3 years of experience as a public accountant (CPA) or minimum of 5 years of experience as a private accountant

  • Proven ability to think analytically, while also possessing exemplary financial skills and excellent communication

  • A belief in the core values and mission of Forward Financing

About Us: 

Forward Financing is a Boston-based financial technology company that provides fast, flexible, and reliable working capital to small and medium-size 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.  With a simple online application, businesses can trust Forward Financing for approvals within minutes, funding within hours, and personalized support and service when they need it most.

 

Since 2012, Forward Financing has provided over $500m in funding to more than 10,000 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. In 2017 and 2018, Forward Financing was named by Inc. Magazine and the Boston Business Journal as one of the fastest growing companies in Massachusetts. Learn more at www.forwardfinancing.com

 

Compensation:

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.  We work in an open environment with a start-up vibe, conveniently located just steps away from South Station.  You will have the opportunity to work with people that enjoy a fun, social office culture.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • JavascriptLanguages
    • RubyLanguages
    • ElixirLanguages
    • Ruby on RailsFrameworks
    • AWS (Amazon Web Services)Services
    • Google AnalyticsAnalytics
    • MixpanelAnalytics
    • TableauAnalytics
    • FigmaDesign
    • IllustratorDesign
    • InVisionDesign
    • MiroDesign
    • PhotoshopDesign
    • SketchDesign
    • UXPinDesign
    • ConfluenceManagement
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • Monday.comManagement
    • TrelloManagement
    • WordpressCMS
    • HubSpotCRM
    • SalesforceCRM
    • SlackCollaboration
    • ZoomCollaboration
    • LatticeCollaboration
    • Google MeetCollaboration
    • Monday.comProject Management

Location

Located in the financial district, we’re walking distance to the North End and Faneuil Hall and we’re close to all major T and commuter rail lines.

An Insider's view of Forward Financing

How would you describe the company’s work-life balance?

The work/life balance at Forward Financing is excellent. My projects are challenging, engaging, and require hard work. I am fulfilled knowing the work I do is helping small businesses. I also consider myself lucky that I have the flexibility to manage my time and schedule as needed while raising a family.

Lauren

Senior Product Manager

What is your vision for the company?

We are building a world class fintech company to help one million small businesses achieve their full potential. We are doing this by creating a place where our employees love to work and value both personal and professional growth.

Justin

Co-founder and CEO

What are Forward Financing Perks + Benefits

Forward Financing Benefits Overview

We’re building a place where our people want to run to work every day. It’s not just the great perks and benefits. It’s our people, our purpose, and our passion for what we do that makes Forward Financing unlike anywhere else you’ve worked. But the perks certainly help!

1. Fun-loving culture. We can promise you one thing: you won’t be bored here. You can look forward to building connections with colleagues, participating in team-building events, and feeling a sense of purpose knowing that your work directly impacts thousands of hardworking small businesses.

2. We've got you covered. In addition to comprehensive medical, dental, and vision plans, we make sure you feel your best with a monthly stipend that can be used towards wellness, commuting, or home-office expenses.

3. Work / Life Balance. You've got generous paid time off (that we actually want you to take!) and paid parental leave. And, we don't expect you to be connected 24/7. We know you have a life outside of Forward, and we respect boundaries.

4. Competitive Compensation. Our people work hard, and we make sure they feel appreciated with competitive compensation packages and 401K contribution matching.

5. Learning & Development. This is a place to grow your career. Think individual coaching and development, team training workshops, and an annual allowance towards professional growth.

6. Paying it Forward. We’re not just passionate about supporting our small business customers, but also the world around us. We offer paid volunteer days, company-sponsored volunteer events, and charitable donation matching.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Remote work program
Diversity
Documented equal pay policy
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Hiring practices that promote diversity
We use an AI-enabled platform that analyzes all job descriptions to ensure they reduce bias and are inclusive of all candidates.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
Forward Financing's 401(k) retirement plan offers a broad selection of stocks, bonds, and international index funds to choose from.
401(K) matching
Performance bonus
Forward Financing's performance bonus includes cash rewards and prizes which may vary across departments based on targets and pay structure.
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Fitness stipend
Home-office stipend for remote employees
Onsite gym
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education stipend
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

While we now have team members across the U.S., our culture is still fun-loving and collaborative. We’re always thinking about ways we can engage our dispersed workforce both in-person and virtually. From virtual game nights to small group lunches, we have found ways to keep our team engaged and excited.

For team members who want to come into our downtown Boston office, we have Zoom-equipped conference rooms and host monthly happy hours. And, the kitchen is always stocked with snacks and beverages!

Communication from our leadership team is also a top priority. With bi-weekly all-team huddles for company and department updates, to semi-annual Town Hall meetings for a deeper dive, we value transparency and always Keep It Real.

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