Business Systems Analyst / Administrator

Posted 6 Hours Ago
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New York, NY, USA
Hybrid
122K-150K Annually
Mid level
Fintech • Financial Services
Forge revolutionizes private markets with cutting-edge liquidity solutions, exclusive data, and a vibrant marketplace.
The Role
The Business Systems Analyst / Administrator analyzes, configures, and maintains core systems to enhance efficiency and support financial workflows, while engaging with stakeholders to ensure alignment between operations and technology.
Summary Generated by Built In

At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more. 

With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. 

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect. 

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way. 

The Role: 

As a Business Systems Analyst / Administrator on the Business Systems and Insights team, you’ll serve as the bridge between business operations and technology. You’ll analyze, configure, and maintain our core systems to drive efficiency, support financial workflows, and deliver strategic solutions.

Location: This role requires 2-3 days a week in office in Soho, NY.

Responsibilities:
• Gather, analyze, and document business requirements from stakeholders across finance, operations, and product teams. 
• Translate business needs into functional specifications, system workflows, and configuration design. 
• Configure, administer, and maintain enterprise systems (e.g., ERP, accounting, CRM, back-office tools). 
• Lead system upgrades, new implementations, and integration projects; manage vendor relationships. 
• Develop and execute test plans, including user acceptance testing (UAT), to validate system changes. 
• Train end users, create documentation (user guides, SOPs), and provide post-implementation support. 
• Monitor system performance, perform root cause analysis for issues, and proactively recommend process improvements. 
• Ensure compliance with regulatory and internal controls relating to financial systems.
Qualifications:
• Bachelor’s degree in Business, Information Systems, Finance, or a related field. 
• 3–6 years of experience in a business systems analyst or systems administrator role within financial services, fintech, or accounting systems.
• Strong understanding of financial operations, accounting principles, and regulatory requirements. 
• Proficiency with system configuration, user management, and role-based permissions.
• Hands-on experience with system testing, UAT, and issue resolution.
• Excellent communication skills — able to translate technical concepts to non-technical stakeholders and vice versa. 
• Analytical mindset with strong problem-solving and process-improvement skills.

Preferred Skills (Nice-to-Have)
• Experience administering SaaS platforms (e.g., Zendesk, Hubspot) 
• Experience working in a high-growth or startup environment.
• Prior exposure to financial reporting, accounting automations, or transactional systems.

For residents of New York, New York the annual salary range for this role is $122,000 - $150,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors

Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.

Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.

 

Top Skills

Accounting
CRM
Erp
Hubspot
SaaS
Zendesk

What the Team is Saying

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The Company
HQ: San Francisco, CA
320 Employees
Year Founded: 2014

What We Do

At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth. Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions. Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way.

Why Work With Us

At Forge, we offer extensive opportunities for growth to provide employees with endless possibilities, developing careers through unique experiences. The diversity of skills, experience, and thought is what drives innovation within our walls.

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Forge Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Role and team dependent

Typical time on-site: Flexible
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HQSan Francisco Office
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New York Office
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