Lead 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.

As a Lead Data Analyst on our Analytics team, you will leverage the Company’s data and 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.

• Meaningful work. You will make a lasting impact, helping us achieve our mission of helping small businesses. You will see your work directly impact the decision making process of Departments across Forward Financing, and contribute to the long‑term success of Forward Financing.
• You love working with data! In this role, you will work with a variety of datasets to provide teams with deeper insight, enabling operational and strategic decisions. You will work with our modern data stack (Fivetran + Snowflake + dbt + Tableau + Census) to deliver a combination of automated reports and dashboards, self‑service tools, and ad‑hoc analyses.
• Flexibility is a top priority. Our teams are empowered to do what works for them. This opportunity has 100% fully remote flexibility.

• Develop expertise in navigating, and generating insights from the Company’s internal databases (including Salesforce).
• Partner with various Departments to identify and outline data needs and requirements.
• Work with Tableau and SQL to build customized dashboards, visual analyses, and self‑serve tools for key stakeholders.
• Contribute to work across the Analytics department, including Analytics Engineering and Data Science.

• Bachelor’s degree (or higher) in a quantitative discipline (e.g., Computer Science, Statistics, Mathematics, etc.)
• 7+ years of experience in an analytics role
• Proven track record acting as a technical subject‑matter expert with stakeholders, fielding complex data inquiries and explaining analytical methodologies
• Advanced proficiency in performing complex joins and transformations on data using SQL
• Experience delivering high‑precision capital markets reporting for structured financing activities, such as ABS issuances, warehouse financing facilities, corporate notes, and forward‑flow arraignments
• Expertise in architecting scalable data visualization solutions using Tableau or similar tools (e.g., Looker, Power
  
  BI)
• Strong knowledge of Excel (vlookup, index/match, pivot tables, calculations)
• Bonus:
  Experience using Snowflake, DBT, Git, and Python

Additionally, we offer a comprehensive total rewards package, including but not limited to medical, dental, vision, commuter benefits, a flexible time‑off policy, paid parental leave, 401(k) match for U.S. employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

• 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.

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. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide.

Forward offers revenue‑based…