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Audit Leadership & Strategy:

  • Develop and execute a risk-based internal audit plan aligned with company strategy.
  • Establish audit policies, methodologies, and a multi-year roadmap.
  • Present audit plans and risk assessments to the CFO and audit committee.

Financial & Operational Audits:

  • Lead audits across the financing lifecycle, including underwriting and disbursement.
  • Evaluate workflow, process, and control effectiveness across teams.
  • Oversee regulatory and compliance oversight (U.S. Market Focus).

Technology, Data & Cyber Audits:

  • Oversee IT audits related to cybersecurity and data integrity.
  • Assess controls around the loan origination systems (LOS) and CRM.

Risk Management & Advisory:

  • Identify emerging risks and provide insights on operational efficiency.
  • Serve as an independent advisor on major initiatives.

Forward Financing

Forward Financing is a financial technology company based in Boston, Massachusetts, committed to unlocking capital for small businesses across America. They are recognized as a Best Place to Work and certified as a Great Place To Work®, and are investing in employees, technology, and customer experience.

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