Senior Analyst, Portfolio Strategy – Lending

🕒 April 9

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Forward Financing

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

💸 Finance

💳 Fintech

🤝 B2B

💰 $250M Debt Financing on 2021-05

Finance • Fintech • B2B

Forward Financing is a company that provides fast and flexible financing solutions for small businesses. They specialize in offering capital to small businesses that may struggle to secure funding from traditional financial institutions. With a simple application process, businesses can receive funding decisions within hours and may have funds transferred the same day. Their revenue-based financing model allows payments to adjust with the business's revenue. Forward Financing aims to provide clear and transparent terms, ensuring customer satisfaction and trust. They have been recognized for their excellent service and are rated highly by small business owners.

📋 Description

• Collaborate with senior team members to assess and manage portfolio risk, ensuring alignment with organizational risk tolerance. • Provide reporting and analysis of pricing and profitability to senior management on the portfolio and pricing initiatives. • Assess potential impacts of new strategies on the current portfolio. • Continually monitor the performance data models and offer recommendations on policy changes related to data models. • Engage in exploratory initiatives to identify and develop new business strategies. • Work closely with senior team members to implement and execute strategic initiatives. • Identify and assess new data sources to help bolster the company’s underwriting and analytics’ capabilities.

🎯 Requirements

• 5+ years of experience in an analytically driven role (finance, analytics, consulting, etc.) • Familiarity with risk and pricing strategies preferred • Self-starter with drive to outperform and attention to detail • Ability to build long-lasting relationships with key contacts at all levels of the organization • Proficient in SQL, Tableau (or similar) • Advanced skills with Microsoft Excel (pivot tables, VLOOKUP, nested IF statements, etc.), PowerPoint, and related tools • Preferred: Python programming skills • Preferred: consumer or small business lending experience

🏖️ Benefits

• medical • dental • vision • commuter benefits • a flexible time-off policy • paid parental leave • 401k match for US employees • wellness reimbursement • volunteering days • annual professional development budget • charitable donation match