Senior Accounting Assistant
Forward Financing has been recognized as one of the fastest-growing FinTech companies in Boston for the past five years, as recognized by Boston Business Journal, Inc. Magazine, and Deloitte Fast 500. We help small businesses spend less time finding capital and more time helping their customers and managing their businesses. Our mission is to create a world-class FinTech company so that our customers and our people can reach their full potential. We accomplish this by investing in our people, technology, and customer experience – with long-term success in mind.
As Senior Accounting Assistant, you will work as part of the accounting team to ensure Forward Financing is providing the highest-level customer service to its small business customers by confirming amounts being funded are in accordance with contractual terms, reconciling internal applications, and ensuring collections received are applied and accurately reflected on customer accounts. Additionally, you will own the partner finance operational processes, ensuring that all financial activity with our partners is processed accurately and efficiently. You will report to the Accounting Manager and will collaborate frequently with our Sales and Account Servicing Teams. This role offers remote flexibility 3 days per week.
In this role you will:
- Review and release daily funding to small and midsize business (SMB) customers, reconciling internal applications to ensure total funding agrees to Salesforce.
- Identify and apply manual cash payments; investigate discrepancies in payment amounts and rejections.
- Act as a point of escalation for the accounting assistant team, addressing more complex issues and ensuring compliance with internal processes.
- Own the partner finance operational processes, including calculation of monthly activity bonuses, maintenance of syndications and review of commission payments owed and received.
- Work on additional operational projects as they arise.
- Provide support for Account Servicing and Sales teams as needed.
Requirements: (Even if you don’t check every box, but see yourself contributing, please apply.)
- 2-5 years of related experience, preferably in a fast-paced and dynamic environment
- Excellent verbal and written communication skills
- A belief in the core values and mission of Forward Financing
Forward Financing Core Values:
- People First – We build relationships and support each other.
- We Before Me – We prioritize team success over individual success.
- Be Candid – We are authentic, honest, and direct.
- Do the Right Thing – We act with integrity, and we don’t cut corners.
- Continuous Improvement – We push ourselves, never settling for the best we did yesterday.
- Be Positive – We are optimistic and assume positive intent.
About Us:
Forward Financing is a Boston-based FinTech company that provides fast, flexible, and reliable capital to small businesses nationwide. Since 2012, Forward Financing has provided over $1.1 billion in financing to more than 27,000 small businesses. Forward Financing has been consistently named by the Boston Business Journal and Built in Boston as one of the best places to work in Massachusetts.
Forward Financing 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. By accepting diversity of thought, background, and identity, we will continue to become a stronger team and a better organization.
We are a diverse and driven group of over 100 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 exciting to you, learn more about our leadership team and our open opportunities.
Perks & Benefits:
At Forward Financing, we believe that if our company succeeds, all of our employees succeed too. We offer a comprehensive benefits package including but not limited to; medical, dental, vision and commuter benefits along with a flexible time off policy, 401k match, wellness reimbursement, paid volunteering days, annual professional development budget, and charitable donation match.
When we aren’t on a Zoom meeting, supporting our customers, or working on a project, you can likely find us taking part in a scavenger hunt, a virtual trivia game, or celebrating team wins together!
CCPA Notice at Collection for California Job Applicants