Finance and Capital Markets Analyst

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.