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.