Accounting Assistant

Posted 4 Hours Ago
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Hiring Remotely in United States
Remote
Junior
Fintech • Financial Services
A trusted source of fast, flexible funding for US small businesses.
The Role
As an Accounting Assistant, you will support the accounting team by confirming funding amounts, reconciling applications, processing accounts payable, and assisting with month-end tasks. You will collaborate closely with Sales and Account Servicing Teams to ensure accurate customer accounts and help maintain high-quality customer service.
Summary Generated by Built In

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, providing fast, flexible working capital to US small businesses that have been underserved by traditional financing options. It is our mission to build a world-class fintech company so our customers and our people can reach their full potential. Forward has been recognized as a Best Place to Work by the Boston Business Journal and Built In Boston and is certified as a Great Place to Work.® We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.

As an Accounting Assistant, you will work as part of the accounting team to ensure Forward Financing is providing the highest-level customer service to its small business customers by confirming amounts being funded are in accordance with contractual terms, reconciling internal applications, and ensuring collections received are applied and accurately reflected on customer accounts. Additionally, you will assist the accounting team in processing accounts payable and purchase requests. You will report to the Accounting Manager and will collaborate frequently with our Sales and Account Servicing Teams. 

Once training is complete, the working hours for this position will be 11am-8pm EST. 

In this role you will:

  • Review and release daily funding to small business customers.
  • Identify and apply cash payments.
  • Investigate discrepancies and payments rejections.
  • Verify and reconcile internal applications on a daily basis to ensure the total funding agrees to Salesforce.
  • Work on Operational projects as they arise.
  • Prove support for Collections and Sales teams as needed.
  • Assist in accounts payable and purchasing processes.
  • Assist the senior accounting assistants with tasks related to month-end close  
  • Prepare reporting for the accounting manager.

Why you should apply:

  • Dynamic Team Culture:  There is a lot of camaraderie and support on this team, and the job will offer a great opportunity to make your mark and grow together with the company.
  • Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.
  • Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.

Role Requirements:

(Even if you don’t check every box, but see yourself contributing, please apply.)

  • 1+ years of related experience, preferably in a fast-paced and dynamic environment
  • Excellent verbal and written communication skills
  • Highly detail-oriented and comfortable working with daily deadlines.
  • Available to work overtime as the need arises. 

#LI-MH1 #LI-Remote

Forward Financing Core Values:
  • 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 is a fintech company headquartered in Boston, Massachusetts with an affiliate office in Santiago, Dominican Republic, providing fast, flexible working capital to small businesses across the US. 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 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 $3.2 billion in funding to nearly 67,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Forward is also recognized as a Best Place to Work by Built In Boston, certified as a Great Place to Work®, and is committed to helping their people and the small businesses they serve to achieve their full potential. 

Forward actively promotes a focus on diversity, equity, and inclusion in all we do. We encourage a workplace where trust and respect are paramount and all employees feel valued, heard, and accepted. Our diverse and driven group of over 460 people, with approximately 200 based in the US, and 260 in the Dominican Republic, is a 100% employee-owned company. Our people are excited about their work, knowing they are helping thousands of small businesses while advancing their own careers.

Perks & Benefits:

At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and 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.

Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. 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. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. 

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! 

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Top Skills

Excel
Salesforce

What the Team is Saying

Jason
Kenia
Lauren
Ernesto
The Company
HQ: Boston, MA
467 Employees
Remote Workplace
Year Founded: 2012

What We Do

Headquartered in the US with an operational hub in the DR, Forward Financing has been recognized as a Best Place to Work by the Boston Business Journal and Built In Boston and is certified as a Great Place to Work.® At Forward, we believe every business deserves financial opportunity. That’s why we provide fast, flexible capital to US small businesses that have often been underserved by traditional financing options. Our mission is to build a world-class fintech company so our customers and people can reach their full potential. We’re investing in our employees, technology, and customer experience – with long-term success in mind every step of the way.

Want to learn more? Visit: forwardfinancing.com/careers

Why Work With Us

We’re building a place where our people want to run to work every day. Here, you’ll be with colleagues who work together towards shared goals and challenge you to bring your best; you’ll work with leaders who support your professional growth and want to see you succeed.

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Forward Financing Offices

Remote Workspace

Employees work remotely.

Our Employee Choice policy allows most team members to choose if they’d like to be fully remote, work in our Boston headquarters, the office in the DR, or a hybrid combination.

Typical time on-site: None
HQBoston, MA
Santiago, DO
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