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Lead Analyst, Operational Strategy - Remote

Posted 1 week ago
Data Analysis
Full Time
Canada

Overview

As the Lead Analyst, Operational Strategy, you will be responsible for analytics and reporting used to drive the success of our Underwriting Department, investigating and implementing opportunities for increased underwriting efficiency and profitability growth.

In Short

  • Act as a Strategic Partner: Partner with Underwriting leaders to define strategic priorities.
  • Drive Insightful Analysis for Leadership: Lead the development of analytical frameworks.
  • Shape Department Strategy Through Insights: Translate complex data into actionable recommendations.
  • Cross-Functional Leadership: Serve as the point of contact between Underwriting and other functions.
  • Pipeline and Process Optimization: Evaluate the underwriting pipeline and implement improvements.
  • Lead Test-and-Learn Initiatives: Design and evaluate pilot programs based on data-driven analysis.
  • Mentorship and Best Practices: Coach analysts and establish standards for analytical rigor.
  • Ad-Hoc and Strategic Analysis: Conduct deep-dive analysis to uncover new opportunities.

Requirements

  • 7+ years of experience in underwriting, risk analysis, or related fields.
  • Proven ability to influence senior leadership through data storytelling.
  • Track record of leading cross-functional projects with measurable impact.
  • Strong business acumen connecting operational metrics to outcomes.
  • Experience mentoring or leading junior analysts preferred.
  • Technical expertise in Excel, SQL, Tableau, and other BI tools.
  • Bachelor’s degree required; advanced degree is a plus.

Benefits

  • Comprehensive benefits package including medical, dental, and vision.
  • Flexible time-off policy and paid parental leave.
  • 401k match for US employees and wellness reimbursement.
  • Volunteering days and annual professional development budget.
  • Workplace flexibility with the Employee Choice policy.

F.F

Forward Financing

Forward Financing is a financial technology company that specializes in providing fast and flexible funding solutions to small businesses. With a focus on empowering entrepreneurs, the company leverages data-driven insights to offer tailored financing options that help businesses grow and thrive. Committed to exceptional customer service, Forward Financing aims to simplify the funding process, making it accessible and efficient for business owners.

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