Forward Financing: Principal, Strategy
This is a terrific opportunity for a self-motivated individual to join our team. At Forward Financing, our mission is to be the leading provider of financing solutions to under-served small businesses. As one of the fastest growing companies in Massachusetts, we are at the forefront of growth in the FinTech space. We are 100% dedicated to this vertical and to achieving our mission.
As the Principal, Strategy, you will help define and implement the most important internal and external initiatives for our company. You will work closely with the Leadership team across all business and functional areas to support the development and execution of key strategic initiatives within those areas, as well as working on all aspects of external corporate development. You will report to the Senior Director of Strategy & Finance, and collaborate
frequently with the various members of the Leadership team across all departments within the company.
In this role you will: 
  • Evaluate the highest-level Company-wide strategic priorities
  • Collaborate with internal stakeholders across all departments on key initiatives:
  • Framing and analyzing complex business problems and challenges
  • Understanding all aspects of the Company’s business processes in order to develop recommendations
  • Overseeing cross-functional teams during the execution phase
  • Facilitating change and developing communication across the Company
  • Influencing the decision-making process at the Leadership level
  • Serve as the key point person on evaluating various external strategic initiatives:
  • Market / industry / competitive analysis and positioning
  • Alternative origination channels
  • International and product expansion
  • M&A opportunities
  • Develop, maintain and assess analytical KPIs that are used to evaluate the performance of Forward Financing as a whole, as well as on a department level basis
  • Structure and present key findings and analyses to Executive and Leadership team
About You:
  • Passionate:  High energy.  “Can-do-attitude”.  Enthusiastic. Optimistic, open, and objective toward others
  • Coachable: Open to feedback and continual professional improvement.  Flexible and adaptable
  • High Standards:  Quality orientation. Follow through on commitments.  A Doer who gets things done
  • Efficient: Producing significant output with minimal wasted effort, organized planning and prioritization
  • Proactive: Self-starter, continually seeks additional responsibilities. willingness to go the distance to get something done, including working long hours at times if needed
  • Collaborative: Strong “people orientation”.  Can disagree without being abrasive or intimidating.  Team player
  • Emotional Intelligence: high degree of self-awareness. Handles interpersonal relationships judiciously and empathetically.  Exercises good judgement while under pressure
  • Communicator: Speaks and writes clearly and articulately without being overly verbose or talkative and possesses an openness to people and a willingness to hear what others are saying
  • Strategic Thinker: Ability to think and perform both tactically and strategically
  • Flexibility: Ability and willingness to adapt, change and compromise in a maturing and fast-growing environment
  • 5-10 years of experience within Investment Banking, Private Equity, Investment Management, Strategy or Management Consulting, or experience in a strategic function at an operating company
  • A proven track record of strong academic success
  • MBA from a top-tier institution
  • Strong “end-to-end” project management skills in a dynamic fast-paced environment
  • Ability to think strategically, while also possessing exemplary analytical skills, attention to detail, and excellent communication
  • A belief in the core values and mission of Forward Financing
About Us: 
Forward Financing is a Boston-based financial technology company that provides fast, flexible, and reliable working capital to small and medium-size businesses nationwide. By combining proprietary technology with a team of small business financing experts, Forward Financing delivers same day funding with the speed and simplicity business owners need to succeed and grow.  With a simple online application, businesses can trust Forward Financing for approvals within minutes, funding within hours, and personalized support and service when they need it most.
Since 2012, Forward Financing has provided over $500m in funding to more than 10,000 small businesses. Consistently recognized as an industry leader, the company is A+ rated by the Better Business Bureau and receives top ratings across all major customer review platforms. In 2017 and 2018, Forward Financing was named by Inc. Magazine and the Boston Business Journal as one of the fastest growing companies in Massachusetts. Learn more at
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 environment with a start-up vibe, conveniently located just steps away from South Station.  You will have the opportunity to work with people that enjoy a fun, social office culture.