0-2 years of experience in Finance and/or Treasury
Bachelor's degree in Finance, Accounting, or similar
Advanced Excel skills
Strong communication and business partnering skills
Precise attention to detail
Comfortable with large data sets
Motivated self-starter
Responsibilities
Manage daily cash operations across multiple financing arrangements
Prepare various reports for stakeholders at different intervals
Coordinate with parties to manage liquidity and reconcile collateral data
Forecast short and long-term cash requirements for funding support
Maintain relationships with lending and banking partners
Monitor financing facility covenants and eligibility criteria
Assist with data collection and documentation for securitization issuances
Benefits
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
Full 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)
