Analyst, Decision Engine (Portfolio Strategy)

Forward Financing; Boston (MA); Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Commuter benefits

Flexible time-off

Parental leave

401k match

Wellness reimbursement

Volunteer days

Development budget

Donation match

Job summary

Forward Financing is seeking an Analyst to support the optimization and integration of the decision engine into decisioning and workflow processes. You will work with Pricing, Risk, and Engineering to implement new decision flows, validate results, and ensure data integrity across third-party and internal systems.

The role requires experience with decision engines (e.g., Taktile, FICO Blaze, Provenir, Lendflow, GDS Link), strong SQL/Python/Excel skills, and a Bachelor’s degree in a quantitative

Qualifications

• Bachelor’s degree in Business, Finance, Computer Science, or a related quantitative field.
• Experience in an analytical/product support function, preferably FinTech, lending, or a high-growth financial services environment.
• Direct experience working with and optimizing a decision engine (e.g. Taktile, FICO Blaze, Provenir, Lendflow, GDS Link or similar complex rules/scoring engines).
• Strong proficiency in SQL, Python and Excel is required.

Responsibilities

• Implement new decision engine processes and test configurations.
• Coordinate QA & testing, including A/B tests, prior to deployment.
• Backtest with historical scenarios to verify decision engine results.
• Ensure data integrity across data flows between vendors and internal apps.
• Collaborate with Pricing, Risk, and Engineering to document requirements and improve processes.
• Maintain process documentation for decision logic and testing specs.
• Liaise with technology teams to align decision engine workflows with core apps.

Skills

SQL

Python

Excel

Education

Bachelor's degree in Business, Finance, Computer Science, or related quantitative field

Tools

Taktile

FICO Blaze

Provenir

Lendflow

GDS Link

Job description

Location

Remote - United States

Employment Type

Full time

Location Type

Remote

Department

Analytics

Compensation

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.

We are seeking a detail-oriented and curious Analyst to support the optimization and further integration of our decision engine into our process flows. This role is vital to our mission, directly assisting in the assessment of risk and the streamlining of the offer drafting process.

Reporting to the Manager of Portfolio Strategy, you will work closely with the Pricing, Risk, and Engineering teams to implement new workflows and ensure our decisioning capabilities are accurate and efficient.

Key Responsibilities

Decision Engine Implementation & Testing

Configuration Support: Own the implementation of new process flows, rule changes, and logic updates within the third-party decision engine (e.g., Taktile).

QA & Testing: Execute testing for new decisioning parameters and A/B tests to ensure accuracy before full deployment.

Backtesting: running historical what-if simulations using historical observations in the decision engine.

Data Integrity: Validate data flows between third-party vendors and internal core applications, ensuring stability and accuracy.

Cross Functional Collaboration

Requirements Gathering: Collaborate with business stakeholders (Pricing, Risk, etc.) to document requirements for process improvements.

Process Documentation: Help maintain documentation for business processes related to decision logic, A/B testing specifications, etc..

Technology Liaison: Work closely with the technology and engineering teams to ensure that decision engine process flows are compatible with the Company’s core apps.

Qualifications

Experience in an analytical and product support function, preferably in FinTech, lending, or a high-growth financial services environment.

Direct experience working with and optimizing a decision engine (e.g. Taktile, FICO Blaze, Provenir, Lendflow, GDS Link or similar complex rules/scoring engines) is required.

Strong proficiency in SQL, Python and Excel is required

Familiarity with lending lifecycles (MCA, SMB, or Credit) or logic/rules engines is preferred but not required.

A proven ability to troubleshoot complex data issues and a willingness to learn technical systems.

Coachable, detail-oriented, and ready to engage in a high-growth environment.

Bachelor’s degree in Business, Finance, Computer Science, or a related quantitative field.

Compensation:

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-basedapproach 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.

Total Rewards:

Additionally, we offer a comprehensive total rewards package, including but not limited to: medical, dental, vision, commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

• medical
• dental
• vision
• commuter benefits
• a flexible time-off policy
• paid parental leave
• 401k match for US employees
• wellness reimbursement
• volunteering days
annual professional development budget
• 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.

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