Finance and Capital Markets Analyst

About this role

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.

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