Finance and Capital Markets Analyst

A Day in the Life of a Finance & Capital Markets Analyst:

• Manage the companys 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 KPIs 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
• Bachelors 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

• 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.

• Hybrid working model (Tuesday and Thursday in office)
• Salary range $80000-$85000

Fora Financial is a technology-enabled provider of flexible financing to small and medium-sized businesses. Since 2008 we have supported more than 55000 merchants nationwide with over $5 billion in capital for operating expenses cash-flow management and growth.