Finance and Capital Markets Analyst

forafinancial· Finance
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📍 New York City💰 USD 80K–85K

About this role

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.

Frequently Asked Questions

What is the salary for the Finance and Capital Markets Analyst role at forafinancial?
The listed salary for this Finance and Capital Markets Analyst position at forafinancial is USD 80K–85K. This is an full-time role.
Where is the Finance and Capital Markets Analyst position at forafinancial located?
This Finance and Capital Markets Analyst role at forafinancial is based in New York City. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Finance and Capital Markets Analyst at forafinancial belong to?
This Finance and Capital Markets Analyst position is part of the Finance department at forafinancial. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Finance and Capital Markets Analyst position at forafinancial?
Click the "Apply Now" button on this page. You will be redirected to forafinancial's official application portal hosted on greenhouse where you can submit your application directly.
When was the Finance and Capital Markets Analyst job at forafinancial posted?
This Finance and Capital Markets Analyst position at forafinancial was posted on Jul 10, 2026. Apply as soon as possible — early applications are often reviewed first.
Finance and Capital Markets Analyst
forafinancial · 💰 USD 80K–85K
Apply for this role ↗

You'll be redirected to forafinancial's official application page on Greenhouse.