Financial Operations (Advisors), Analyst

About Fora Fora is the modern travel agency, redefining what it means to be a travel advisor in today's world. We're a next-generation platform that provides a comprehensive, business-in-a-box solution-combining cutting-edge technology, personalized training, a vibrant community, and exclusive industry partnerships-all designed to empower anyone with a passion for travel to turn that passion into a thriving business. Whether you're a travel enthusiast or an experienced professional, Fora equips you with everything needed to launch and scale a successful travel advisory business, making it the ultimate way to align work with your lifestyle. At the heart of Fora is our mission: to enable 100,000 entrepreneurs to transform their love for travel into a fulfilling full-time or part-time career, offering unparalleled flexibility, autonomy, and support. We believe that everyone, from seasoned travel professionals to first-time entrepreneurs, can build a career that's both profitable and aligned with their passions. Our platform combines innovative technology with the human touch, offering: Best-in-class training programs to help agents develop expert knowledge, no matter their starting point. A powerful suite of tools for booking, client management, and marketing, ensuring agents can focus on delivering exceptional travel experiences. Access to an engaged community of fellow advisors, fostering collaboration, support, and shared learning. Exclusive partnerships with top travel brands, providing access to competitive rates, perks, and experiences that elevate advisors' offerings. Since our founding in 2021 by experienced travel entrepreneurs Henley Vazquez, Jake Peters, and Evan Frank, Fora has experienced rapid growth, expanding to a team of 70+ full-time employees based in downtown New York City. We are proud to be backed by an incredible group of investors, including Forerunner Ventures, Insight Partners, and Heartcore Capital, whose support underscores our commitment to building a platform that not only revolutionizes the travel industry but also creates meaningful opportunities for individuals everywhere. Fora is a mission-driven company that believes in the power of entrepreneurship, community, and passion. As we continue to grow, we are looking for more talented and like-minded individuals to join our team - people who are excited about transforming the travel space and helping us scale our vision globally. Our Values We're forging our own path Fora has always been about driving change within the industry. We're not interested in maintaining the status quo. We're stronger together Community is our cornerstone and collective power is our strength. We believe we can all go further when we operate together, using our combined leverage to unlock better opportunities and outcomes for our advisors, partners, and travelers. We believe in technology We believe technology is an answer to some of the most fundamental challenges the travel industry faces. We believe advancements in AI, bold investments in our platforms, and a world-class data infrastructure will transform the work of our advisors and our partners, while creating better travel experiences for travelers. We're here to serve We operate in service of our community and believe that when they're empowered to focus on what they do best, we all win. It's why we relentlessly advocate for our advisors and prioritize their best interest every step of the way. We mean business Fora is equal parts fun, meaningful work and serious travel business. We're unlocking opportunities for thousands of travel entrepreneurs, delivering a stream of high-quality guests at scale for our partners, and providing a superior travel experience for our travelers. It's a better equation for the future of our industry. About the role We're looking for an Analyst to join our Financial Operations team, which sits within the Finance org and plays a key role at the intersection of the Product, Finance and Advisor Experience functions. Your mandate in this role is operational excellence and scalability - ensuring we deliver a best-in-class experience for our partners and advisors through the financial operations lens as we 10x the number of advisors using the platform. You will own the end-to-end processes to make sure advisor booking submissions are recorded efficiently and accurately. You will manage and develop a team of offshore staff, overseeing their work and ensuring operational excellence. Collaborating closely with cross-functional teams-including product/engineering, data, advisor experience and our AR team-you will optimize systems, drive automation, and scale our financial operations as we continue to grow. At Fora, we pride ourselves on getting our advisors paid as quickly as possible. This hinges upon having superior financial operations. The ideal candidate is a data driven individual with a passion for operational excellence, team development, and innovative problem-solving. Key Responsibilities Bookings Ingestion Processing Oversee the end-to-end advisor booking submission process to guarantee accurate and prompt data capture. Implement strategies to streamline ingestion, minimize errors, and enhance advisor satisfaction. Address and resolve any bookings ingestion issues in collaboration with the FinOps Payouts and Partners team. Team Management and Development Work in collaboration with a team of offshore staff, providing guidance, training, and support to ensure high performance. Uphold effective communication protocols for seamless collaboration between HQ and offshore teams. Process Improvement and Automation Identify opportunities for operational improvements and automation within the bookings capture process. Collaborate with product, engineering, and data teams to implement tools and systems that enhance bookings ingestion efficiency and accuracy. Contribute to developing scalable processes to support the growth of the advisor network. Cross-Functional Collaboration Work closely with product/engineering, data, Advisor Experience, and FinOps Partners teams to ensure aligned financial operations. Serve as a liaison between the FinOps team and other departments to maintain transparency and coordination as it relates to logging advisor bookings. Provide feedback and insights to internal teams to improve systems and advisor experiences. Data Analysis and Reporting Monitor key performance indicators related to booking ingestion. Analyze operational data to identify trends, issues, and opportunities for improvement. Prepare regular reports and provide actionable insights to the Senior Manager and finance leadership. Support Operational Scalability Assist in developing standardized procedures and workflows to enhance efficiency and scalability of ingestion processes. Contribute to initiatives aimed at scaling financial operations to accommodate the growing advisor base. Problem Solving and Issue Resolution Proactively identify operational challenges in ingestion processes and develop effective solutions. Handle escalations and provide support to advisors and internal teams to resolve bookings ingestion issues promptly. Innovate and implement problem-solving strategies to enhance operational performance. Requirements Total Experience 1-3+ years of experience in a combination of Consulting, Investment Banking, high-growth startup. Strategic Thinking and Analytical Skills Strong strategic, big picture, analytical, and problem-solving skills Creative problem-solving, including strong diagnostic abilities to uncover root issues Systems thinking and documentation Intellectually curious with a growth mindset Strong numerical aptitude with high attention to detail Data and Technical Proficiency Comfortable working with large data sets Analytical skills with technical proficiency in Excel/Google Sheets Experience with data visualization tools such as Metabase or Tableau Experience building no-code/low-code solutions Communication and Interpersonal Skills Excellent written and verbal communication skills Ability to collaborate effectively with cross-functional teams and build positive relationships with travel advisors, external stakeholders, and across the organization A true team player, good collaborator, and trustworthy colleague Project Management and Organizational Skills Excellent organizational skills; ability to manage multiple tasks and prioritize effectively in a fast-paced environment Independent project management, from project scoping to completion Educational Background Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Compensation Compensation range for this role can vary widely depending on experience, and for this role an indicative range is $80,000 - $100,000 + equity. Other benefits include: Unlimited vacation Health Insurance (including an option completely covered by Fora HQ) Dental & Vision Insurance ClassPass Memberships 401k plan Commuter Benefits Supplemental Life Insurance Stock Options This role is based in our beautiful New York City office (Tribeca/Fidi) with lots of natural light and great views. WORK AUTHORIZATION You must have authorization to work in the United States. Fora is unable to assist applicants with obtaining work authorization. EQUAL OPPORTUNITY Fora is committed to an equitable hiring process and an inclusive work environment. BIPOC and traditionally underrepresented candidates are strongly encouraged to apply. We will not discriminate and will take action to ensure against discrimination in employment, recruitment, advertisements for employment, compensation, termination, upgrading, promotions, and other conditions of employment against any employee or job applicant on the bases of race, color, gender, national origin, age, religion, creed, disability, veteran's status, sexual orientation, gender identity, gender expression or any other characteristic protected by law.

Created: 2024-10-22