Forward Financing Company Overview

This is a terrific opportunity for a highly self-motivated individual to join one of the fastest growing companies in the US. As Vice President, Sales, you’ll serve as the leader in driving funding volume and revenue for our organization. Your role will be to build and foster partner relationships in the small business financing industry as well as retain and grow the funding volume with existing business customers. The Vice President, Sales will be tasked with leading, developing and growing two established and growing teams – one focused on prospecting, onboarding and driving new business from strategic partners and a second team responsible for retaining and providing additional capital to existing business customers.

In this role you will:

• Lead two teams of professionals responsible for driving increased funding volume for the company
• Motivate, develop, manage and support teams to exceed their monthly goals
• Develop and implement strategic plans and objectives in alignment with corporate strategy
• Identify and implement value-add initiatives and structure
• Work with team members to obtain and effectively utilize market intelligence
• Effectively communicate and manage relationships with various stakeholders

Responsibilities:

• Partner management (relationships with strategic partners)
• Team management (motivating, developing and managing team members)
• Portfolio management (retaining and growing our portfolio of existing business customers with financing)
• Financial management (analysis of KPIs and action plan creation)
• Product management (strategy related to new products and enhancements to existing product offerings)

Requirements:

• Self-motivated, driven with leadership qualities
• Proven experience leading teams and achieving favorable results
• Collaborative, team player who can mesh with existing team
• Strategic and analytical thinking, problem-solving skills, sound judgment
• Ability to deep dive into data, and analyze and draw logical conclusions
• Proven ability to recognize industry change, develop understanding of long-term implications, and deliver recommended strategies for new business opportunities
• Willingness to travel up to 20% of business days (1 or 2x per month)

About Us: 

Forward Financing is a Boston-based fintech company, 100% focused on efficiently providing capital to US-based small and medium sized businesses. We were recently named 15th fastest growing company in US & #1 in Massachusetts (Inc. 500). We've funded over 7,500 unique businesses on our platform since being founded in 2012. Our platform reviews over 6,000 business applicants a month using our proprietary technology; we provide over $150 million a year to these businesses on our platform.

Compensation:

At Forward Financing, we believe that if our company succeeds all of our employees succeed too.  We offer an aggressive compensation package for highly qualified candidates that are extremely motivated, have a positive attitude, and are able to ramp up quickly.  We offer a comprehensive benefits package including medical, dental, vision, gym reimbursement, 401K, paid volunteering days and a matching gift program.  We work in an open loft space with a start-up vibe.  We are just off the Boston Common and are two blocks from all major "T" lines.  You will have the opportunity to work with people that enjoy a fun, social office culture.

This is a terrific opportunity for a highly self-motivated individual to join one of the fastest growing companies in the US. We are looking for an Underwriting Analyst to join our high-performing Boston based team.  The Underwriting Analyst reviews small and medium sized businesses to determine their creditworthiness.  The Underwriting Analyst is also responsible for determining the approval amount for working capital financing.

In this role you will:

• Review and analyze hundreds of data points to make smart, risk-adjusted credit decisions
• Learn how our financing options can help the many challenges small businesses face
• Exercise great judgment, critical thinking, and problem-solving skills in order to hit funding targets
• Contribute new ideas to a small but growing team where everyone has a voice
• Face unique challenges every day
• Issue 50 credit decisions per day
• Communicate with sales partners and small business owners
• Review the work of the Processing Department for accuracy and timeliness
• Issue an underwriting decision following review of merchant file
• Complete final signoff of a file and verify all funding documents are satisfactory before funding.
• Work with management to document current procedures and guidelines              
• Underwrite renewal deals
• Conduct merchant interviews
• Reviewing both individual and team portfolio performance, adjust underwriting guidelines as necessary
• Work with Product Managers on process improvements and technology requests

About You:

• Self-Motivated – a proactive self-starter with strong work ethic and a desire to succeed
• Sound judgement - Ability to exercise great judgment while working independently in a fast-paced environment
• Quick Study -- Ability to quickly learn and absorb new information
• Multi-Tasking/Prioritization -- Ability to tackle several projects simultaneously, self-prioritize effectively and exercise great time management
• Coachable – Willingness to take constructive feedback and use it as a means to improve personal development
• Analytical Horsepower -- Excellent quantitative skills, comfortable navigating a data-driven business environment
• A Doer – willingness to roll up your sleeves, perform all levels of analysis and demonstrate high degrees of diligence, attention to detail and accountability
• High Energy – Being excited, positive, and thriving in a dynamic, fast-paced, and growing organization
• Communicator – Having strong ideas and the ability to voice them but with a positive, up-beat attitude

Background:

Bachelor's degree, preferably in Business/Finance

Minimum of 3 years of professional experience (financial analyst or underwriting preferred)

About Us:

Forward Financing is a Boston-based fintech company, 100% focused on efficiently providing capital to US-based small and medium sized businesses. We were recently named 15th fastest growing company in US & #1 in Massachusetts (Inc. 500). We've funded over 7,500 unique businesses on our platform since being founded in 2012. Our platform reviews over 6,000 business applicants a month using our proprietary technology; we provide over $150 million a year to these businesses on our platform.

Compensation:

At Forward Financing, we believe that if our company succeeds, all of our employees succeed too.  We offer a competitive compensation package for highly qualified candidates that are extremely motivated, have a positive attitude, and are able to ramp up quickly.  We offer a comprehensive benefits package including medical, dental, vision and commuter benefits along with gym reimbursement, 401K, paid volunteering days and a matching gift program.  We work in an open loft space with a start-up vibe.  We are just off the Boston Common and are two blocks from all major "T" lines.  You will have the opportunity to work with people that enjoy a fun, social office culture.

This is a terrific opportunity for an experienced leader and highly self-motivated individual to join one of the fastest growing companies in the US. As Vice President, Operations, you will share the organizational responsibility of the company with the President and the CEO. You will be responsible for overseeing Payments, Underwriting and remote-based Operations departments, reporting to the CEO. You will be able to make an immediate impact on our organization, playing a critical role in shaping the evolution of our fast-growing and dynamic company.

In this role you will:

• Work in collaboration with executive leadership to design and implement business strategies, plans and procedures for the company, resulting in comprehensive goals for performance and growth.
• Set and manage against goals for performance and growth (KPI's), vital to the success of the organization
• Drive the company to achieve and surpass financial and business objectives resulting from improved operational performance
• Manage employee performance by establishing clear goals and expectations, tracking progress against goals, engaging in continuous conversation, giving direct feedback, and addressing performance issues promptly.
• Hire and develop talent for your operating departments
• Collaborate with senior leadership, department heads and product/technology to develop and implement plans for operational infrastructure of systems, processes, and personnel designed to accommodate the strategic and growth objectives of the operating departments
• Establish credibility as an effective leader who earns respect by demonstrating a strong work ethic and deep understanding of the Company's objectives
• Build and foster a healthy and productive working environment with a sharp focus on building and sustaining a winning, can-do attitude across the organization

About You: 

• Judgment – Strong business acumen and excellent logic and reasoning skills 
• Integrity – Possessing and exercising strong moral principles 
• A Doer – Willingness to roll up your sleeves, and perform all levels of analysis 
• High Energy – Being excited and thriving in a dynamic, fast-paced, and growing organization 
• Multi-Tasking/Prioritization -- Ability to tackle several projects simultaneously and self-prioritize effectively
• Communicator – Having strong ideas and the ability to voice them but with a positive, up-beat attitude 
• Resourceful – Ability to think creatively to source information and get things done 
• Strategic Thinker – Ability to think and perform both tactically and strategically 
• Analytical Horsepower -- Excellent quantitative skills, comfortable navigating a data-driven business environment 
• Self-Motivated – A proactive self-starter who is able to take an idea and turn it into a completed product
• Quick Study -- Ability to quickly learn and absorb new information 
• Coach ability – Willingness to take constructive feedback and use it as a means to improve personal development 
• Flexibility – Ability and willingness to adapt, change and compromise in a maturing and fast-growing environment

Background: 

• Bachelor's degree in the business-relevant field required; MBA preferred 
• 10 or more years of business management experience, preferably across multiple disciplines 
• Proven success in a start-up or growing organization with a heavy technology-driven platform 
• Proven ability to attract, develop, motivate and retain talented individuals; ensuring they reach their highest potential 
• Ability to build consensus; the desire to empower staff with responsibility and accountability 
• Proven track record of leading a driven, bright, and diverse team 
• A belief in the core values and vision of Forward Financing

About Us:

Forward Financing is a Boston-based fintech company, 100% focused on efficiently providing capital to US-based small and medium sized businesses. We were recently named 15th fastest growing company in US & #1 in Massachusetts (Inc. 500). We've funded over 7,500 unique businesses on our platform since being founded in 2012. Our platform reviews over 6,000 business applicants a month using our proprietary technology; we provide over $150 million a year to these businesses on our platform.

Compensation:

At Forward Financing, we believe that if our company succeeds, all of our employees succeed too. We offer a competitive compensation package for highly qualified candidates that are extremely motivated, have a positive attitude, and are able to ramp up quickly. We offer a comprehensive benefits package including medical, dental, vision and commuter benefits along with gym reimbursement, 401K, paid volunteering days and a matching gift program. We work in an open loft space with a start-up vibe. We are just off the Boston Common and are two blocks from all major "T" lines. You will have the opportunity to work with people that enjoy a fun, social office culture.