Senior Data Analyst

@ Forward Financing

Senior Data Analyst

Forward Financing is a financial technology company based in Boston, Massachusetts, with team members throughout the United States, Dominican Republic, and Canada. The company is on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

Role Overview: As a Senior Data Analyst, you will leverage the company’s modern data stack to provide valuable insights that enhance operations and business outcomes across all departments. You will report to the Manager of Business Intelligence.

Why you should apply:

• Work on meaningful projects impacting small business success.
• Collaborate with multiple departments to drive decision making.
• Use modern tools including Fivetran, Snowflake, dbt, Tableau, and Census.
• Enjoy a flexible 100% remote work environment.

Key Responsibilities:

• Develop expertise in the company’s data repositories including Salesforce.
• Partner with various departments to identify and meet data needs.
• Build customized dashboards and self-service tools using Tableau and SQL.
• Collaborate within the Analytics department and support Analytics Engineering and Data Science teams.

Role Requirements:

• Bachelor's degree (or higher) in a quantitative discipline.
• 4+ years of experience in an analytics role.
• Strong SQL skills for complex data transformations.
• Experience with Tableau or similar visualization tools.
• Proficiency in Excel (vlookup, index/match, pivot tables).
• Bonus: Experience using Snowflake, DBT, Git, and Python.

Forward Financing Core Values: Drive the Mission, Keep It Real, Act with Kindness, Shoot for Extraordinary.

About Forward Financing: Since 2012, Forward Financing has expanded access to capital by providing over $4 billion in funding to nearly 80,000 small businesses. The company offers revenue-based financing, fast approvals, and dedicated support, ensuring businesses have the financial opportunity they need.

Perks & Benefits: Comprehensive benefits including medical, dental, vision, commuter benefits, flexible time-off, paid parental leave, 401k match, wellness reimbursement, volunteering days, professional development budget, and charitable donation match. Workplace flexibility is prioritized through the Employee Choice policy.

Equal Opportunity: Forward Financing is proud to be an equal opportunity employer fostering an inclusive culture that values high performance and exceptional customer experience.

Key skills/competency

• Data Analysis
• SQL
• Tableau
• Data Visualization
• Analytics
• Financial Technology
• Snowflake
• DBT
• Excel
• Business Intelligence