Job Overview
Location
Remote - Alberta, Canada
Job Type
Full-time
Category
Data & Analytics
Date Posted
April 11, 2026
Full Job Description
📋 Description
- • As a Senior Analyst, Portfolio Strategy at Forward Financing, you will provide critical insights that drive business growth by analyzing pricing, credit strategies, and portfolio performance to support data-informed decision-making across the organization.
- • You will collaborate with senior team members to assess and manage portfolio risk, provide reporting and analysis of pricing and profitability to leadership, monitor data model performance, and recommend policy changes based on emerging trends and new data sources.
- • You will work closely with the Manager of Portfolio Strategy and cross-functional teams including Sales and Underwriting to design, track, and implement strategic initiatives that enhance underwriting capabilities and business performance.
- • You will join a mission-driven fintech company recognized as a Best Place to Work by Built In Boston and Great Place To Work®, where you can grow your analytical expertise in a supportive, innovative environment focused on unlocking capital for small businesses.
🎯 Requirements
- • 5+ years of experience in an analytically driven role such as finance, analytics, or consulting
- • Proficient in SQL and Tableau (or similar visualization tools)
- • Advanced skills in Microsoft Excel including pivot tables, VLOOKUP, and nested IF statements
- • Intellectual curiosity and strong quantitative skills
- • Self-starter with attention to detail and ability to build relationships across organizational levels
- • Preferred: Python programming skills
- • Preferred: experience in consumer or small business lending
🏖️ Benefits
- • Comprehensive medical, dental, and vision insurance
- • Flexible time-off policy and paid parental leave
- • 401k match for US employees
- • Wellness reimbursement and volunteering days
- • Annual professional development budget and charitable donation match
- • Remote-first work environment with access to office locations for collaboration
Skills & Technologies
About Forward Financing, LLC
Forward Financing, founded in 2012 and headquartered in Boston, Massachusetts, provides working capital to small and medium-sized businesses across the United States through merchant cash advances and short-term loans. The company uses proprietary technology and data analytics to offer fast approvals and funding, typically within one business day, without requiring collateral or perfect credit. Serving over 35,000 businesses, Forward Financing focuses on industries such as retail, restaurants, and services. It emphasizes transparent terms and dedicated customer support to help clients manage cash flow, purchase inventory, expand operations, or address unexpected expenses.
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