Senior Financial Analyst
Fora Financial - New York, NY

Fora Financial, headquartered in NYC, is a leading financial services company providing working capital to small and mid-size businesses nationwide. Established in 2008, we support small businesses in need of financing to sustain or grow their enterprise by providing innovative, customized, and flexible working capital solutions. We operate through a consultative approach, listening to customers and providing what best meets their needs in an ever-changing financial market. Fora Financial has provided more than $178 million to more than 4,500 customers.

The Senior Financial / Data Analyst will lead the development, execution and presentation of critical business analysis across the company. Reporting to the CFO and working closely with senior leaders and their teams, this role will utilize the company’s varied data sources to provide timely, detailed insight into business performance in order to drive process improvement and inform future decision making. The ideal candidate will not only be proficient at data manipulation and presentation but will also have superior business acumen and the ability to work well with a diverse group of stakeholders in a fast-paced, entrepreneurial environment.

Primary responsibilities:

Analyze historical company data across business functions to identify trends impacting business performance. Likely projects include portfolio performance analysis, product cash flow and profitability, Marketing ROI, Collections success factors.
Lead the expanded development of the company’s budgeting/forecasting models, including the creation of a “Flash” forecast, by linking projected performance to current portfolio data, historical performance trends and detailed key business drivers.
Assist in developing financial and other benchmarks across functions to provide insight into the achievement of scale and productivity and alerting management of changes in business trends.
Develop formats for reviewing company results against plan, providing insight into key revenue and cost variance drivers.
Play a key role in the production and maintenance of the company’s “story” presentation to be used in discussions with lenders, advisors, investors, and other key stakeholders.
Create a warehouse of historical indicators, pulling data from disparate sources into a centralized, user friendly file(s).
Increase productivity by automating financial processes, improving data reliability, researching new applications, and recommending additional development of the company’s proprietary enterprise system.
Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations
Participate in ad hoc projects and analysis as determined by CFO and other senior management

Job Requirements

Desired Skills & Experience:

Undergraduate degree in finance, accounting, economics or similar field preferred.
Experience in a financial analyst role, preferably in as part of an FP&A or corporate finance team. Familiarity with the finance industry is a plus, knowledge of the merchant financing space is a strong plus
Literate in important financial concepts including financial statements, profitability drivers, general accounting concepts (debits and credits), ROI, NPV/IRR, etc.
Super data analysis skills, with concrete experience organizing data from disparate sources (transactional systems, general ledger, etc.) into cohesive analyses with actionable recommendations. Excel power user and literate with Access and/or other BI packages
Solid presentation skills, high level Power Point user and comfort/maturity to deliver presentations to senior business leaders
Able to produce quality materials within tight timeframes and simultaneously manage several projects
Working knowledge of short and long term budgeting and forecasting, rolling budgets, and product-line profitability analysis
Good presentation, reporting and process improvement skills

To be considered for this role, please send your cover letter and resume!


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About this company
Fora Financial is a leading financial services company providing working capital to small and mid-size businesses nationwide. Established in...