Marketing Data Analyst

About The Company

Fora Financial is a leading provider of flexible financing solutions to small and medium-sized businesses across the United States. Established in 2008, the company has built a reputation for delivering quick, reliable capital to support business growth, cash flow management, and operational expenses. With a proprietary technology platform, Fora Financial can process funding requests rapidly—often within 24 hours—setting it apart from traditional lending institutions. Over the years, the company has expanded from a small startup in Manhattan to a robust organization with nearly 200 employees, serving over 55,000 clients nationwide. Fora Financial emphasizes a partner-centric approach, working closely with clients to understand their unique needs and tailor funding solutions accordingly. The company fosters a collaborative, inclusive, and dynamic work environment, encouraging innovation and professional growth among its team members.

About The Role

The Marketing Data Analyst at Fora Financial is a vital role responsible for analyzing marketing and sales data to generate actionable insights that enhance customer acquisition and retention strategies. The ideal candidate will have 1–3 years of experience in data analysis within a financial or marketing environment. This position involves working with large datasets, optimizing media performance, identifying target audience segments, and supporting the development of data-driven marketing initiatives. The analyst will collaborate with cross-functional teams to define key performance indicators (KPIs), develop analytical approaches, and deliver comprehensive reports and dashboards. The role requires a strong technical background, excellent problem-solving skills, and the ability to communicate complex insights clearly to both technical and non-technical stakeholders. The ultimate goal is to improve marketing efficiency, maximize ROI, and support the company’s growth objectives through data-driven decision-making.

Qualifications

• Bachelor’s degree in Mathematics, Statistics, Economics, Finance, Data Science, Computer Science, or a related quantitative field
• 1–3 years of experience in data analysis, revenue analysis, or marketing analytics
• Strong analytical and problem-solving skills with high attention to detail
• Excellent communication skills to convey insights effectively
• Proficiency in SQL for data querying and analysis
• Experience with reporting and analytics tools such as Microsoft Excel or Google Sheets
• Experience building and maintaining dashboards in Tableau, Power BI, or similar BI tools
• Knowledge of data validation, data cleaning, and dataset merging techniques
• Ability to design and interpret A/B tests, lift studies, and cohort analyses

Responsibilities

• Analyze performance metrics across various marketing channels including direct mail, email, digital, and social media platforms
• Develop and optimize complex SQL queries to extract, merge, clean, and validate large datasets for reporting purposes
• Create, update, and maintain dashboards and reports to monitor marketing KPIs, pipeline impact, and return on investment
• Design and execute A/B tests, lift studies, and cohort analyses to evaluate the effectiveness of marketing tactics
• Partner with marketing, sales, and other stakeholders to define KPIs and develop analytical strategies aligned with business objectives
• Monitor data accuracy across CRM systems, analytics platforms, and marketing tools
• Document data logic, assumptions, and metric definitions to ensure consistency and scalability of analytics efforts
• Provide insights and recommendations to improve marketing campaigns and customer engagement strategies

Benefits

• Attractive company-subsidized Medical, Dental, and Vision plans
• 401K Plan with Company Match
• Life Insurance at no cost to employees
• Generous paid time off, including rollover vacation days
• Flexible Spending Accounts for Health Care and Dependent Care
• Hybrid or remote working options
• Supportive and collaborative work environment with growth opportunities

Equal Opportunity

Fora Financial is an Equal Opportunity Employer. We are committed to fostering a diverse and inclusive workplace where all individuals are treated with respect and dignity. We do not discriminate on the basis of race, color, religion, sex, gender identity, sexual orientation, national origin, disability, age, veteran status, or any other legally protected status.