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 Director of Operations - Predecision, you will lead an integrated and highly strategic approach from onboarding an application to reviewing bank transactions. You will guide a team of 2 long tenure managers and 80+ analysts. The key to success will be to ensure we maintain the right balance between automating processes and leveraging manual decisions, ultimately owning the operational performance of the Predecision area. You will be responsible for designing, implementing, and maintaining a powerful, updated, and scalable workflow, delivering an operational strategy that will create process efficiencies and foster collaborations. Retaining our talent by creating a great working environment to get the most out of our people is also essential.
You will report to the VP, DR Subsidiary, and collaborate as a strong business partner with our leaders from Operations, Quality, Sales, UW, and People and Culture positions across the organization, including team members at our parent company, Forward Financing, LLC.
In this role you will:
- As a senior leader within the organization, develop, implement, and measure the effect of operational strategies to improve efficiency and effectiveness.
- Oversee the 3 different teams within the Predecision scope: Provide leadership and direction to department heads and staff, fostering a culture of collaboration and continuous improvement.
- Demonstrate a strong bias for action mindset, driving initiatives forward with urgency and a focus on delivering impactful results in a timely manner.
- Foster a culture of accountability by setting clear expectations, establishing measurable goals, and ensuring team members take ownership of their work and outcomes.
- Drive a focus on scalability, efficiency, and reliability by defining departmental OKRs, KPIs, and deliverables in collaboration with internal and external stakeholders.
- Actively monitor deliverables and operational performance metrics, addressing challenges proactively to maintain a focus on excellence and achieve organizational impact.
- Manage capacity forecasts, with a proactive approach to resource allocation to optimize operational performance.
- Collaborate, lead, and oversee cross-functional project teams in planning, executing, and monitoring strategic initiatives and projects.
- Promote a positive workplace culture, supporting staff development initiatives, including training, mentorship, and career advancement opportunities.
Requirements:
- Bachelor’s degree; MBA or similar preferred.
- 8+ years of work experience, leading teams.
- Exceptional leadership skills that inspire and motivate teams, combined with an empathetic and thoughtful approach.
- Experience with planning, continuous improvement operations practices, Lean/Six Sigma principles, and organizational/talent development.
- Proficiency in data analysis and performance metrics. A problem solver who understands trends and has strong project management skills.
- Organized, service and detail-oriented, capable of developing and fostering a shoot-for-extraordinary mentality, remaining focused with high enthusiasm.
- Ability to handle matters of confidentiality with utmost tact and diplomacy while adapting to a fast-paced, excellence-focused environment.
Good to have:
- Familiarity with small business revenue-based financing or other financing options, including workflows, underwriting processes, and customer needs.
- A track record of working in organizations that emphasize innovation, customer-centric problem-solving, and driving business value through technology.
- 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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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
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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.
