Job description

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 25,000 merchants nationwide with over $2 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 fourteen years, Fora Financial has grown from two founders in a small Manhattan workspace to a company of nearly 200 employees with new offices in New York and Miami. 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 CitiBike 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 Director of Finance will be a key leader in the Finance and Accounting team, acting as the right hand and reporting to the Vice President of Finance. The role is responsible for budgeting, planning, management reporting, and driving strategic insights for the business. The successful candidate will work well in a dynamic and challenging environment, take pride in their work, collaborate with cross-functional teams, have strong interpersonal skills, and possess a high degree of accountability. This is a high-impact, high-visibility role with broad exposure to the executive team and external stakeholders.

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Key Responsibilities:*

• Perform financial modeling and analysis, prepare financial plans and budgets, and analyze, interpret and clearly communicate financial information to the Management Team, Shareholders, and the Board of Directors
• Prepare monthly and quarterly reporting packages; perform analysis of monthly, quarterly and YTD performance against budget and prior year results
• Identify and project key performance indicators and business drivers
• Focus on spend efficiency and cost discipline as the company scales
• Provide insightful analysis of complex data in a succinct fashion to non-finance business leaders; deliver analyses that synthesize, distill, and clearly communicate key trends and insights, variances to budget, future drivers, and opportunities and risks, leveraging and demonstrating a strong command of the business and its key performance drivers
• Build complex, detailed financial models to quantify sensitivities to internal and external drivers
• Lead the development of annual expense budgets and monthly forecasting/reporting process for the Company; including headcount and expenses, presentation of data, analysis of results, and identification of initiatives to improve operating leverage
• Identify and lead initiatives to continuously improve, automate, and scale forecasting and reporting tools and processes
• Hold quarterly business reviews with functional leaders
• Provide coaching and mentorship to support professional development of members of the Finance Team
• Partner with Assistant Controller to lead the monthly close process, bank audits, annual financial audit, and composition of external financial statements

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What You Have:*

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field
• 5-10 years progressive experience in FP&A and/or public accounting
• CPA (Active) is a major plus
• Financial services industry experience preferred but not required
• Management experience preferred
• Proven ability to manage complex cross-functional processes such as budgets, forecasts, and strategic/long-range plan
• Exceptional financial modeling and scenario planning skills
• Proficiency in US GAAP
• Self-starter, motivated, and curious with a high thirst for knowledge; ability to produce high-quality outputs with minimal supervision
• Strict attention to detail
• Strong oral and written communication skills, as well as an ability to communicate and present effectively with all levels of staff
• Solutions-oriented with the ability to evaluate and implement actionable and practical solutions
• Thought leader with the ability to act independently in a dynamic, ambiguous, and rapid growth environment
• Expert-level Excel skills
• Knowledge of planning systems (Adaptive Insights) and cloud-based general ledgers (Sage Intacct)
• Willingness to be hands-on, to roll up your sleeves, and be humble; no task is too big or too small
• Highly collaborative and transparent communication style; keeps the executive team well-informed of important business matters

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Why Fora Financial?*

• 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 offering employees the option to work from home 2 days a week

Fora Financial is an Equal Opportunity Employer

Pay: $110,000.00 - $140,000.00 per year

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