Lead Data Analyst

Forward Financing•Boston, MA

9d•$160,000 - $175,000•Remote

About The Position

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. Why you should apply: 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.

Requirements

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, PowerBI)
Strong knowledge of Excel (vlookup, index/match, pivot tables, calculations)

Nice To Haves

Experience using Snowflake, DBT, Git, and Python

Responsibilities

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.