Data Analyst

Fora Financial is a technology enabled, leading provider of flexible financing to small and medium sized businesses. Since our inception in 2008, we have supported more than 55,000 merchants nationwide with over $4 billion of capital used for a variety of purposes, from funding everyday operating expenses to managing cash flow gaps to facilitating business expansion, and much more. Leveraging our proprietary technology, Fora Financial is able to deliver capital to our customers via a streamlined and simple process that can be completed in as little as 24 hours, compared with the weeks or even months it often takes for a business to receive a bank loan.

Over the past seventeen years, Fora Financial has grown from two founders in a small Manhattan workspace to a company of nearly 200 employees. Fora Financial prides itself on being a partner-centric organization, offering a customized funding approach, collaborating with our small-business customers to understand their needs in a dynamic and ever-changing economic environment.

We offer a competitive salary, growth potential, and a casual yet professional hybrid work environment. Located in the heart of midtown Manhattan, you can enjoy lunch downstairs listening to the summer band series or around the corner in Bryant Park. After work, you can hop on a Citi Bike to ride to the Hudson River Park, take a stroll to a show on Broadway or attend an event at Madison Square Garden. Our office sets the stage for our employees’ success and well-being. We provide all the tools and support needed to maximize your career potential, in addition to perks and extras like daily breakfasts, endless snacks, catered lunches, a chill lounge/games area and more. While we work very hard, we do not take ourselves too seriously. We enjoy a family-like camaraderie that fosters a passion for success in each Fora Financial Team member. If this sounds like an environment you would be passionate to work in – apply now! 

The Credit Risk Analytics team plays a vital role in delivering data-driven insights that inform decision-making across the organization. We are looking for a passionate, detail-oriented and technically proficient Data Analyst to support the team by aggregating, manipulating, and summarizing large datasets to produce actionable insights that drive company growth and profitability. These insights guide credit strategy, optimize risk management, and contribute to broader company performance and strategic initiatives. 

The ideal candidate possesses strong skills in SQL and data visualization tools (such as Tableau), a solid understanding of data structures, and a proven ability to transform raw data into meaningful insights for cross-functional stakeholders.

A Day in the Life of a Data Analyst:   

• Write and optimize complex SQL queries to monitor business KPIs such as approval rates, delinquency rates, default rates, and portfolio performance.
• Design, build, and maintain interactive Tableau dashboards and ad hoc reports to empower stakeholders across credit, risk, and business teams with real-time insights.
• Gain a deep understanding of our data infrastructure, ensuring data integrity across multiple databases and systems.
• Contribute to process improvements by identifying opportunities to enhance data workflows and reporting efficiency.
• Ownership of monthly reporting for internal and external stakeholders, leveraging SQL, Excel, PowerPoint and other analytical tools as required.

What You Have:   

• Bachelor's degree or degree in Computer Science, Engineering, Finance, Business, Statistics, Mathematics or related field.
• 2+ years of professional work experience as a Data Analyst, preferably in financial services, fintech, or a similar data-driven environment.
• Strong SQL proficiency for querying, aggregating, and analyzing large datasets.
• Advanced level of MS Excel skills, including advanced formulas and data tables.
• Hands-on experience building and publishing customized and interactive dashboards within Tableau highly preferred.
• In depth understanding of data collection, data flow management, data manipulation, data archiving and data standards.
• Excellent communication skills, with the ability to explain technical database details and analytical insights clearly to non-technical audiences.
• Proven ability to create impactful presentations in PowerPoint that translate complex data into understandable insights.
• Detail-oriented, curious, and proactive, with a passion for solving business problems through data.

The Benefits of Working for Fora Financial:

• Opportunity for Advancement 
• Medical, Dental, Vision Coverage 
• 401k Plan with Company Match 
• Gym Reimbursement for Employees on Medical Plans 
• Life Insurance at No Cost to Employees 
• Generous Time Off Plan 
• Flexible Spending and Commuter Benefits
• Hybrid working model 

Fora Financial is an Equal Opportunity Employer