Strategy Associate

| Greater Boston Area
This is a terrific opportunity for a highly 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 the 15th fastest growing company in US & #1 in Massachusetts (Inc 500), 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 Strategy Associate of Strategy, Finance & Analytics, you will play an important role in evaluating the Company’s most important initiatives and provide valuable insight and analysis that will be used to assess the strategic direction of Forward Financing. You will report to the Director of Strategy, Finance & Analytics, and collaborate frequently with the Leadership team.
 
In this role you will:
  • Help evaluate the highest-level Company-wide strategic priorities
  • Research various strategic initiatives
  • Analyze corporate development opportunities, including potential mergers and acquisitions
  • Assist with the assessment of various strategic efforts, including potential international and product expansion
  • Help curate, analyze and maintain the necessary data and insight to drive intelligent business decisions (using Tableau and internal databases)
  • Work closely with various Departments to develop executive reports and assess performance and KPIs
  • Support strategic decisions and drive business prioritization via market research and industry & competitive analysis
  • Help develop and maintain financial analyses to support findings on various initiatives
 
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.
  • 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, 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.
  • Analytical: Excellent quantitative and financial analysis skills, comfortable navigating a data-driven business environment to assist in delivering business insights. Able to structure and process qualitative or quantitative data and draw insightful conclusions from it. Analyze and challenge details, data and facts prior to making decisions and that important decision-making data is maintained accurately for repeated examination as required. Exhibits a probing mind and achieves penetrating insights.
  • Quick Study: Intelligent.  Quickly and proficiently learn, understand, and absorb new information.
 
Requirements:
  • BS/BA in Finance, Business Administration, Accounting or related fields of study
  • 2+ years in finance, investment banking, private equity (sector focus in FIG would be a plus)
  • Proven ability to think strategically, while also possessing exemplary analytical 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
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • Ruby on RailsFrameworks
    • JIRAManagement
    • TrelloManagement
    • SalesforceCRM
    • Constant ContactEmail
    • MailChimpEmail

Location

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 and we believe that teamwork and having the right people on our team 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 strive to provide competitive compensation and bonus packages for hard work and results, flexible paid time off (PTO), a generous benefits package and a fun and rewarding workplace.

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Some Meals Provided
Happy Hours
Recreational Clubs
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Cross functional training encouraged
Promote from within

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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