Job Title: Marketing Data Analyst

About the Role

We are seeking a Marketing Data Analyst with 1–3 years of experience to support marketing and sales within a financial services environment.  This role will analyze marketing tactics and generate actionable insights to improve efficiency and reach of customer acquisition & retention strategies.  You will be working with large datasets to optimize media performance, identify audience segments for targeting, and enhance customer lifecycle

Core Responsibilities

• Analyze performance across marketing channels (direct mail, email, digital, social) and generate insights to improve customer acquisition & retention.


• Write and optimize complex SQL queries to extract, merge, clean, and validate large datasets to support accurate reporting and analysis.


• Develop and maintain dashboards and reports to track marketing KPIs, pipeline impact, and ROI across multiple marketing channels.


• Design and measure A/B tests, lift studies, and cohort analysis to measure the effectiveness of new marketing tactics.


• Partner with key stakeholders to define KPIs, develop analytical approaches, and deliver actionable insights for business needs.


• Monitor and maintain data accuracy across CRM, analytics, and marketing platforms.

1. Document data logic, assumptions, and metric definitions to support consistency and scalability of analytics efforts

General 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 related marketing analytics role.


• Strong analytical and problem-solving skills with high attention to detail.


• Ability to communicate insights clearly to both technical and non-technical stakeholders.

Technical Qualifications

• Proficiency in SQL to query and analyze data (e.g., SELECT, JOIN, GROUP BY).


• Experience with reporting & analytics in Microsoft Excel or Google Sheets, including pivots, lookup functions, charts, and intermediate to advanced formulas.


• Experience building and maintaining dashboards in Tableau, Power BI, or similar BI tools.

Nice to Haves

• Proficiency in Python, R or another coding language with experience using statistical packages to analyze data.


• Experience using Digital Ads platforms (Google Ads, TradeDesk, Meta Ads) for reporting & performance analysis.


• Hands-on experience with common Marketing tech/services (i.e. Salesforce, LiveRamp, Google Analytics)


• Experience with cloud-based data warehousing (Snowflake, Redshift, BigQuery)

• Experience with media-mix or multi-touch attribution models.

Compensation & Perks:

• Attractive company subsidized Medical, Dental and Vision plans with leading insurance providers


• 401K 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


• Hybrid or remote working model

Fora Financial is a leading provider of flexible financing to US businesses. Since our inception in 2008, we have supported more than 55,000 businesses nationwide approaching $5 billion of capital distributed for purposes ranging from operating expenses to managing cash flow gaps to facilitating business expansion, and much more. Leveraging our proprietary technology, Fora Financial delivers capital via a streamlined process that can be completed in as little as 24 hours, compared to the weeks or even months it usually 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 compensation package, growth potential, and a casual yet professional work environment. 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!

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 under local, state, or federal law. Fora Financial provides reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodations due to a disability during the application process, please contact [email protected].