Senior Data Analyst

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.

Senior Data Analyst

Forward Financing is a financial technology company headquartered in Boston, MA with an operational hub in the Dominican Republic, a satellite office in Salt Lake City, Utah and a growing team in Canada. Forward 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.

 

We are seeking a Senior Data Analyst to join our team. As a Senior Data Analyst on our Business Intelligence team, you will leverage internal data and a modern data stack to provide valuable insights that enhance operations and business outcomes across all departments. This role will report up to the Manager of Business Intelligence.

IN THIS ROLE YOU WILL:

• Develop expertise in navigating and generating insights from 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.

• Leverage Snowflake Intelligence and Claude to build, optimize, and deploy AI-driven insights, automated reporting pipelines, or natural language querying tools for business teams.

• Contribute to work across the Analytics department, including Analytics Engineering and Data Science.

 

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 + Claude) 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.

 

ROLE REQUIREMENTS:

• Bachelor's degree (or higher) in a quantitative discipline (e.g. Computer Science, Statistics, Mathematics, etc.)

• 4+ years of professional experience in a dedicated business intelligence or analytics role.

• 2+ years of experience working directly within a Snowflake data warehouse environment.

• 1+ years of experience working with Snowflake Intelligence or integrating Claude to automate workflows, process unstructured data, or enhance BI tools.

• Ability to perform complex joins and transformations on data using SQL.

• Experience building data visualizations with Tableau or similar tools (e.g., Looker, PowerBI).

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

• Bonus: Experience using DBT, Git, and Python.

 

COMPENSATION:

Annual Targeted Salary: $114,000 – $144,000 CAD

Annual Target Bonus: 10%

 

At Forward Financing, we're committed to fair and transparent compensation. We believe in providing a compensation package that recognizes your skills, experience, and the unique value you bring to our team. We take a market-based approach to pay, regularly reviewing benchmark data to ensure our compensation remains competitive, equitable, and aligned with our performance-driven culture.

 

Final offers are determined by a variety of factors, including the candidate's qualifications, relevant experience, specific skills, and internal equity. This approach ensures that our compensation is competitive and equitable. Your recruiter will provide specific details on the expected base and variable earnings as it pertains to this specific role. This position is to fill an existing vacancy.

TOTAL REWARDS:

Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, a flexible time-off policy, paid parental leave, RRSP match, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Forward is proud to be a remote-first company, keeping workplace flexibility a top priority for our employees. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. To help facilitate in-person collaboration, employees are welcome to work from one of our premiere office locations.

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together!

OUR CORE VALUES:

• Drive the Mission: We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”

• Keep It Real: We value direct communication, candid feedback, and authenticity. We are an open book.

• Act With Kindness: We create an environment where caring is cool and helping is the norm. We do the right thing.

• Shoot for Extraordinary: We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

ABOUT US:

Forward Financing is a fintech 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. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $4.8 billion in funding to more than 92,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com http://Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

EQUAL OPPORTUNITY EMPLOYMENT INFORMATION

It is the policy of Forward Financing to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. We welcome and encourage applications from people with disabilities. Please let us know should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience, we use AI tools to assist with candidate screening and assessment.