As Senior Analyst, Portfolio Strategy, you will play an important role driving the growth of our business. In this role, you will work on a small team reporting directly to the VP of Pricing. You will help the Leadership team design and implement high impact pricing and risk strategies. You will own end-to-end analytics workflows, including defining success, implementing data requirements, conducting analysis, generating insights and hypotheses, monitoring performance metrics, and socializing them across the organization.

In this role you will:

• Conduct analyses on sophisticated and open-ended questions at the intersection of profitability and risk; present findings in a clear and concise manner to influence stakeholders.
• Collaborate with senior team members to assess and manage pricing and profitability of Forward Financing’s portfolio.
• Be responsible for developing and maintaining pricing and profitability models, retention strategies, tools and reporting dashboards.
• Manage pricing recommendation framework and approvals for both new originations and existing customer retention efforts.
• 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
• Collaborate with other teams on product enhancements.
• Analyze industry market trends.
  

Why you should apply:

• Opportunity to shape the pricing and overall risk strategy for a market leading revenue-based financing company.
• Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.
• Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.
  

Role Requirements:

(Even if you don’t check every box, but see yourself contributing, please apply.)

• Intellectual curiosity and strong quantitative skills
• 3+ 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