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Finance and Capital Markets Analyst

Fora Financial

New York City · us 3d ago

Job description

A Day in the Life of a Finance & Capital Markets Analyst: Manage the company’s daily cash operations across multiple financing arrangements Prepare daily, weekly, monthly, and quarterly reports for internal and external stakeholders Coordinate with internal and external parties to manage liquidity and reconcile collateral data Forecast short-term and longer-term cash requirements for the business to support funding and treasury optimization Maintain strong relationships with lending and banking partners Monitor financing facility covenants, triggers, eligibility criteria, and concentration limits Assist with data collection, due diligence, and documentation for new securitization issuances and warehouse facility amendments/renewals Collaborate with other departments across the company to identify, report, and forecast KPI’s and ensure accurate, timely reporting Support ad hoc requests from senior leadership What You Have: 0-2 years of experience in Finance and/or Treasury Bachelor’s degree in Finance, Accounting, or similar Precise attention to detail Focus on optimization, efficiency, and automation Ability to multi-task and prioritize deadlines in a fast-paced environment Motivated self-starter Comfortable with large data sets Analytical thinker Advanced Excel skills Strong communication and business partnering skills Familiarity with asset-backed lending a plus Financial software and systems experience a plus (e.g. Intacct, Oracle, SQL, Python, VBA, Claude, Adaptive, Workday, BPC, Hyperion, Planful, or similar) Interest in specialty finance, fintech lending, or structured products Benefits of working at Fora Financial Company-subsidized medical, dental, and vision plans. 401(k) plan with company match. Life insurance at no cost to employees. Generous time off plan, including rollover vacation days. Health care and dependent care flexible spending accounts. Commuter benefits. Hybrid working model. Weekly breakfast, snacks, and Friday lunches provided onsite. Compensation and Logistics Hybrid working model (Tuesday and Thursday in office) Salary range $80,000-$85,000 About Fora Financial Fora Financial is a technology-enabled provider of flexible financing to small and medium-sized businesses. Since 2008, we have supported more than 55,000 merchants nationwide with over $5 billion in capital for operating expenses, cash-flow management, and growth.