Finance and Capital Markets Analyst

<p><strong>A Day in the Life of a Finance &amp; Capital Markets Analyst:</strong><strong> </strong></p> <ul> <li>Manage the company’s daily cash operations across multiple financing arrangements</li> <li>Prepare daily, weekly, monthly, and quarterly reports for internal and external stakeholders &nbsp;</li> <li>Coordinate with internal and external parties to manage liquidity and reconcile collateral data</li> <li>Forecast short-term and longer-term cash requirements for the business to support funding and treasury optimization</li> <li>Maintain strong relationships with lending and banking partners</li> <li>Monitor financing facility covenants, triggers, eligibility criteria, and concentration limits &nbsp;</li> <li>Assist with data collection, due diligence, and documentation for new securitization issuances and warehouse facility amendments/renewals</li> <li>Collaborate with other departments across the company to identify, report, and forecast KPI’s and ensure accurate, timely reporting</li> <li>Support ad hoc requests from senior leadership</li> </ul> <p><strong>What You Have:</strong></p> <ul> <li>0-2 years of experience in Finance and/or Treasury</li> <li>Bachelor’s degree in Finance, Accounting, or similar</li> <li>Precise attention to detail</li> <li>Focus on optimization, efficiency, and automation</li> <li>Ability to multi-task and prioritize deadlines in a fast-paced environment</li> <li>Motivated self-starter</li> <li>Comfortable with large data sets</li> <li>Analytical thinker</li> <li>Advanced Excel skills</li> <li>Strong communication and business partnering skills</li> <li>Familiarity with asset-backed lending a plus</li> <li>Financial software and systems experience a plus (e.g. Intacct, Oracle, SQL, Python, VBA, Claude, Adaptive, Workday, BPC, Hyperion, Planful, or similar)</li> <li>Interest in specialty finance, fintech lending, or structured products</li> </ul> <h4>Benefits of working at Fora Financial</h4> <ul> <li>Company-subsidized medical, dental, and vision plans.</li> <li>401(k) plan with company match.</li> <li>Life insurance at no cost to employees.</li> <li>Generous time off plan, including rollover vacation days.</li> <li>Health care and dependent care flexible spending accounts.</li> <li>Commuter benefits.</li> <li>Hybrid working model.</li> <li>Weekly breakfast, snacks, and Friday lunches provided onsite.</li> </ul> <h4>Compensation and Logistics&nbsp;</h4> <ul> <li>Hybrid working model (Tuesday and Thursday in office)</li> <li>Salary range $80,000-$85,000</li> </ul> <h4>About Fora Financial</h4> <p>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.</p>