Analyst I, Closing

Forward Financing; Boston (MA); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Forward Financing is a fintech company based in Boston, Massachusetts. The Analyst I, Closing role focuses on validating partner information against company criteria and working with Sales, Underwriting, Legal, and Quality teams to meet process standards.

You will learn Forward Financing’s procedures for verifying Month to Date transactions and maintaining SLAs for the funding queue while promoting a strong, collaborative culture.

Qualifications

• Bachelor’s degree in Business, Accounting, or related fields.
• Strong attention to detail, and professionalism.
• Proficiency with calculation sheets and email software.
• Able to complete tasks in a fast and accurate manner.

Responsibilities

• Ensure documentation is appropriate and complies with the company’s policies/procedures.
• Update and analyze transactional bank information from our clients in order to validate the veracity of the information received.
• Learn and follow Forward Financing’s process and guidelines to accurately verify the information on the MTDs (Month to Date Transactions).
• Work collaboratively with teammates to achieve and maintain established SLAs (Service Level Agreements) for the funding queue.
• Collaborate across departments. Leave notes, recommendations, and relevant information for the Underwriting, Sales, and Legal teams.
• Be the strongest brand ambassador of our Culture.

Skills

Analytical skills

Attention to detail

Multitasking

Prioritization

Collaborative

Coachability

Education

Bachelor’s degree in Business/Accounting

Tools

Excel

Email client

Job description

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.

As an Analyst I, Closing, you will make sure that all the submitted information from partners is valid and complies with the criteria defined by the company. You will report to the Closing Manager and will collaborate frequently with Sales, Underwriting, Legal, Quality & Continuous Improvement, and other positions across the organization.

In this role, you will:

• Ensure documentation is appropriate and complies with the company’s policies/procedures.
• Update and analyze transactional bank information from our clients in order to validate the veracity of the information received.
• Learn and follow Forward Financing’s process and guidelines to accurately verify the information on the MTDs (Month to Date Transactions).
• Work collaboratively with teammates to achieve and maintain established SLAs (Service Level Agreements) for the funding queue.
• Collaborate across departments. Leave notes, recommendations, and relevant information for the Underwriting, Sales, and Legal teams.
• Be the strongest brand ambassador of our Culture.

About You:

• Passionate: “Can-do-attitude.” Enthusiastic. Optimistic, open, and objective toward others.
• Coachable: Open to feedback and continual professional improvement.
• Collaborative: Strong “people orientation.” Can disagree without being abrasive or intimidating.
• High Standards: Quality orientation. Follow through on commitments. A multitasker who gets things done.
• Efficient: Producing significant output with minimal wasted effort, organized planning and prioritization.
• Analytical skills: Able to process complicated data and draw insightful conclusions from it.
• Prioritization: Tackle several projects simultaneously, aligning the order in which you complete with the most pressing need. Producing significant output with minimal wasted effort, organized planning, and prioritization.

Requirements:

• Bachelor’s degree in Business, Accounting, or related fields.
• Strong attention to detail, and professionalism.
• Proficiency with calculation sheets and email software.
• Able to complete tasks in a fast and accurate manner.

Our Culture: The Forward Compass

• Back the Builders: We are wired to fuel customer progress, not just provide support.
• Rooted in People: We create an environment that balances deep connection with the extreme ownership and honesty required to reach our highest potential.
• Flying V: We move through coordinated effort with speed and urgency to achieve what no individual could do alone.
• Always Forward, Never Finished: We pursue growth with a relentless drive that keeps us ahead of the competition.

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. 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.