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Manager/ Senior Manager, Operational Strategy

Forward Financing

Forward Financing

Boston, MA, USA
Posted on Friday, August 25, 2023

Headquartered in Boston, Forward Financing has been recognized as a Best Place to Work by the Boston Business Journal and Built In Boston and is certified as a Great Place to Work.® At Forward, we believe every business deserves financial opportunity. That’s why we provide fast, flexible capital to small businesses that have often been underserved by traditional financing options. Our mission is to build a world-class fintech company so our customers and people can reach their full potential. We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.

As a Manager/Senior Manager of Operational Strategy in the Sales Department, you will be a strategic partner to Sales leadership, responsible for analytics and reporting to help drive success for the Sales organization. You will be investigating, understanding, and executing opportunities to increase department productivity, funding volume, and overall profit of Forward Financing’s advance portfolio. This role frequently partners with other functions in the business including UW, Finance, and Analytics. The ideal candidate is able to develop efficient solutions to unique problems.

In this role you will:

  • Serve as a strategic leader in the Sales department – offering insights related to operational and reporting improvements, while managing a small team of analysts.
  • Analyze monthly Sales operational and financial results, understand key data points, identify trends and patterns in the data, and provide actionable insights to Sales leadership.
  • Make recommendations, derived from data, to department and company leadership on process or system improvements, and own implementation of projects.
  • Extract insights from multiple data sources and analyze and present in a concise and simple manner
  • Proactively partner with cross functional stakeholders (UW, Accounts Servicing, Analytics etc.) to derive insights and make business recommendations.
  • Demonstrate excellent project management skills (clear communication, ability to generate buy-in for a solution, ability to prioritize, work with various stakeholders across the firm, and take ownership and responsibility).
  • Develop/design incentive compensation plans, and own monthly calculation of variable Sales compensation.
  • Assist with the creation, development, and maintenance of Sales team dashboards to organize data, report results, and drive future growth.
  • Own daily/weekly/monthly/yearly operational reporting and executive dashboards.
  • Partner with relevant stakeholders to maintain and improve Sales systems and the quality of the data in these programs.


(Even if you don’t check every box, but see yourself contributing, please apply.)

  • 6-8 years of experience in finance, consulting, or analytics domain.
  • Experience evaluating unique problems, collaboratively creating solutions, drafting project plans and delivering effective new business processes.
  • Strong attention to detail and an ability to apply your analytical mind to solving problems.
  • Bachelor’s degree required.
  • Advanced skills with Microsoft Excel, PowerPoint, and other related tools.
  • Familiarity with analytics/data visualization tools such as Tableau (Preferred).

#LI-MH1 #LI-Remote

Forward Financing Core Values:

  • Drive the Mission - We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
  • Keep It Real - We value direct communication, candid feedback, and authenticity. We are an open book.
  • Act With Kindness - We create an environment where caring is cool and helping is the norm. We do the right thing.
  • Shoot for Extraordinary - We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward Financing is a fintech company headquartered in Boston that provides fast, flexible, and reliable capital to small businesses nationwide. Since 2012, Forward has provided over $2.2 billion in financing to more than 50,000 small businesses. Forward has been consistently named by the Boston Business Journal and Built In Boston (and more!) as one of the best places to work in Massachusetts.

Forward 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.

Our diverse and driven group of over 430 people, with more than 200 based in the U.S., and 230 internationally, is a 100% employee-owned company. Our employees come to work (or log on virtually!) 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, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, 401k match, wellness reimbursement, paid volunteering days, annual professional development budget, and charitable donation match.

The health and safety of our colleagues is our top priority, which is why we will continue to follow the latest CDC guidelines on COVID-19 in our office. We have also implemented an Employee Choice policy, so that team members can work where they feel most comfortable.

At Forward, employee choice means each individual gets to decide where they work. Almost all team members have the choice of where to live and where to work. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team.

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!

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