Sr. Associate, Operational Strategy

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This is a terrific opportunity for a highly-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 Associate of Operational Strategy, you will help lead and execute on the most important operational and strategic initiatives for our company that will create tangible business value, drive sustainable growth and increase operational efficiencies. You will work closely with the Director of Strategy, and the Operations Analysts, and will support stakeholders across the organization in their day to day needs. You will report to the Director of Strategy, and collaborate frequently with the members across all departments within the company with high visibility to Forward Financing’s senior leadership.
In this role you will: 

  • Plan, oversee, manage and contribute to the execution of projects related to broader, strategic and operational initiatives focused on optimizing workflows and improving productivity across the Company; this may include (i) compensation design (ii) organizational structure (iii) defining and refining operational processes (iv) create and implement new KPIs for all departments (v) data security initiatives 
  • Responsible for working with Operations Analysts to accomplish day-to-day “in the business” operational tasks for all departments that include (i) creating presentations and reports for internal and external stakeholders (ii) performing ad-hoc analysis, research, and special projects for senior stakeholders across departments (iii) analyzing and determining key insights from data and KPIs (iv) ROI analysis on various projects and initiatives 
  • Collaborate with internal stakeholders across all departments on projects and tasks
  • Serve as a mentor and coach to Operations Analysts, helping them develop professionally 
  • Structure and present key findings & analyses to Director and other leadership stakeholders
  • Gain exposure to all different areas of Forward Financing’s business, including Sales, Underwriting, Account Servicing, Technology and Analytics. 

About You:

  • Problem Solver: Ability to proactively identify issues and create/communicate solutions
  • Passionate: High energy. “Can-do-attitude.” Enthusiastic. Optimistic, open, and objective toward others
  • Coachable: Open to feedback and continual professional improvement. Flexible and adaptable
  • High Standards: Attention to detail and high degree of precision in work product
  • Efficient: Producing significant output with minimal wasted effort, organized planning and prioritization
  • Proactive: Self-starter, continually seeks additional responsibilities. Willingness to complete tasks, 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 under pressure
  • Communicator: Speaks and writes clearly, articulately and concisely and possesses a willingness to hear others’ thoughts
  • Strategic Thinker: Ability to think and perform both tactically and strategically
  • Flexibility: Ability and willingness to adapt, change and compromise in a maturing and fast-growing environment

Requirements:

  • Bachelor’s Degree from a top-tier institution with a track record of solid academic performance 
  • 3+ years of experience within FP&A, Commercial Banking, Corporate Finance, Consulting, Strategy, Investment Banking or related field
  • Possesses exemplary analytical skills, attention to detail, an ability to think strategically and problem solve, and excellent communication
  • Proficiency with PowerPoint, Excel and Word is required

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 $700m in funding 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. 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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