Finance and Capital Markets Analyst
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Overview
Schedule
Full-time
Career level
Entry-level
Remote
Hybrid remote
Compensation
$80,000-$85,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
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.
Automate your job search with Sonara.
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FAQs About Finance and Capital Markets Analyst Jobs at Fora Financial
What is the work location for this position at Fora Financial?
This job at Fora Financial is located in New York City, New York, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Fora Financial?
Candidates can expect a pay range of $80,000 and $85,000 per year.
What employment applies to this position at Fora Financial?
Fora Financial lists this role as a Full-time position.
What experience level is required for this role at Fora Financial?
Fora Financial is looking for a candidate with "Entry-level" experience level.
What benefits are offered by Fora Financial for this role?
Fora Financial offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Family/Dependent Health, Paid Vacation, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Fora Financial?
You can apply for this role at Fora Financial either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.