Forward Financing · 1 month ago
Analyst, Decision Engine (Portfolio Strategy)
United States
Full-time
Remote
Entry, Mid Level
$90K/yr - $115K/yr
2+ years expForward Financing is a financial technology company based in Boston, Massachusetts, dedicated to unlocking capital for small businesses across America. The Analyst role focuses on optimizing the decision engine, collaborating with cross-functional teams to enhance risk assessment and streamline the offer drafting process.
FinanceFinancial ServicesFinTech
Responsibilities
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
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
Qualification
Required
2+ years 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 and Excel is required; experience with Python is a strong plus
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
Preferred
Familiarity with lending lifecycles (MCA, SMB, or Credit) or logic/rules engines
Benefits
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
Company
Forward Financing
Forward Financing is a fintech company that provides fast, flexible working capital to small businesses nationwide.
501-1000 employees
H1B Sponsorship
Forward Financing has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$540M2024-09-19Debt Financing· $200M
2021-06-07Debt Financing· $250M
2019-04-08Debt Financing· $90M
Leadership Team
Jason Mullins
President & Chief Executive Officer
Justin Bakes
Co-founder & Executive Chairman
Recent News
Company data provided by crunchbase