[Hiring] Analyst, Decision Engine (Portfolio Strategy) @Forward Financing

Role Description

We are seeking a detail-oriented and curious Analyst to support the optimization and further integration of our decision engine into our process flows. This role is vital to our mission, directly assisting in the assessment of risk and the streamlining of the offer drafting process. Reporting to the Manager of Portfolio Strategy, you will work closely with the Pricing, Risk, and Engineering teams to implement new workflows and ensure our decisioning capabilities are accurate and efficient.

Key Responsibilities

• Decision Engine Implementation & Testing
  • 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: Run 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.
• Cross Functional Collaboration
  • 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.

Qualifications

• 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.
• Familiarity with lending lifecycles (MCA, SMB, or Credit) or logic/rules engines is preferred but not required.
• 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.

Requirements

• Annual Targeted Salary: $90,000 – $115,000 CAD
• Annual Target Bonus: 10%

Benefits

• Comprehensive total rewards package, including but not limited to: medical, dental, vision, a flexible time-off policy, paid parental leave, RRSP match, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.
• Remote-first company with workplace flexibility a top priority.
• Opportunities for in-person collaboration at premiere office locations.

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.