Director of Business Intelligence

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 Director of Business Intelligence to lead our BI function and take it to the next level. This exciting leadership opportunity involves setting the strategic direction for how we deliver business intelligence and actionable insights across the organization. The Director will be accountable for partnering with leaders across the company, and evolving our BI processes and tools, to ensure data-driven decisions drive the long-term success of Forward Financing.
In this role you will:

• Manage and grow a team of Data Analysts/Business Intelligence professionals including individual contributors and managers.

• Define and execute the strategic vision for Business Intelligence across the organization, including all of the technology, people and processes the team should leverage to operate at the highest level.

• Oversee the planning, budgeting, and execution for the Business Intelligence function, including the full lifecycle of BI projects and initiatives.

• Act as a key partner and strategic resource for leaders across all departments (Sales, Underwriting, Account Servicing, Finance, Legal, Marketing, etc.) to help shape key metrics, KPIs, data models and dashboards.

• Collaborate with Analytics Engineering to design and implement scalable data models and business logic that form the foundation for all analyses and dashboards.

• Stay current on industry trends, new BI solutions (like Snowflake Intelligence), and recommend ideas to elevate the team's capabilities and improve how we deliver business intelligence.

• Clearly communicate complex insights, metrics and data strategy to both technical and senior non-technical stakeholders.

Role Requirements:

• 10+ years of experience in Business Intelligence or Analytics Engineering

• 4+ years of leadership experience managing and mentoring a team of Business Intelligence Analysts or Analytics Engineers.

• Excellent leadership, project management, and communication skills, with a proven ability to collaborate effectively with cross-functional stakeholders.

• Expert-level SQL and data modeling skills.

• Extensive experience in developing and managing data visualizations using tools like Tableau, Looker, or PowerBI.

• Experience with modern data warehousing and tooling (e.g., Snowflake and dbt)

• Excellent ability to understand complex business problems, break them down, and create effective, data-driven solutions.

Nice to Have:

• Experience in the lending or fintech industry

• Experience implementing AI-based solutions for BI (e.g., Snowflake Intelligence)
  

Annual Targeted Salary: $211,000– $265,000 USD

Annual Target Bonus: 20%

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.

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.

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!

• 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 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. 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. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver funds 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 $4.1 billion in funding to more than 80,000 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.

US Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

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