Finance and Capital Markets Analyst

Overview

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

• 0-2 years of experience in Finance and/or Treasury
• Bachelor’s degree in Finance, Accounting, or similar
• 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.
• Weekly breakfast, snacks, and Friday lunches provided onsite.

• Hybrid working model (Tuesday and Thursday in office)
• Salary range $80,000-$85,000

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.