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
• Cook up 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
• Aid 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
• Precise multitasking and prioritizing 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 (plus)
• Financial software and systems experience (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
• Weekly breakfast, snacks, and Friday lunches provided onsite

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.