Credit & Financial Operations Analyst

DAT Freight Solutions; Portland (OR); Ibrido; USD 80.000 - 103.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental, vision

Parental Leave

Paid time off

Holidays

401k matching

Employee stock purchase plan

Transit pass

Wellness program

Descrizione del lavoro

DAT Freight & Analytics is seeking a detail-oriented Credit & Financial Operations Analyst in Portland, OR. You will join the Finance and Accounting Team to support weekly AR reporting, lender packages, and the Outgo month-end close with strong attention to accuracy and deadlines.

You will work in a hybrid environment, leveraging ERP systems, Excel, and SQL tools, with exposure to credit facilities and FinTech reporting. CPA coursework is a plus.

Competenze

• 1–3 years of accounting or financial operations experience required.
• Bachelor's degree in Accounting or Finance required; CPA track is a plus.
• Solid knowledge of GAAP and month-end close processes essential.
• Exposure to credit facilities or FinTech reporting is preferred.

Mansioni

• Prepare weekly AR data packages for the receivables purchase facility (4x monthly).
• Assist with monthly/quarterly lender reporting and covenant calculations.
• Support Outgo month-end close, aiming for a 3-day close cycle.
• Maintain runbooks, data pulls, and reconciliations; flag anomalies.
• Act as a backup for receivables purchase facility submissions.

Conoscenze

Accounting experience

GAAP knowledge

Month-end close

Reconciliation

Attention to detail

Deadline-driven

ERP experience

SQL basics

AI tools familiarity

Formazione

Bachelor's degree in Accounting or Finance

CPA track / CPA coursework

Strumenti

NetSuite

SAP

SQL

Snowflake

Descrizione del lavoro

About DAT

DAT Freight & Analytics is an award-winning employer of choice and a next-generation SaaS technology company that has been at the leading edge of freight and logistics innovation for nearly five decades. Founded in 1978, DAT operates the largest freight marketplace in North America - processing 250 million+ load posts annually and maintaining one of the largest repositories of freight market transaction data in the world. On a defined path to $1 billion in revenue, DAT deploys a suite of software solutions, machine learning models, and intelligent automation tools that help brokers, carriers, and shippers price freight accurately, source capacity, reduce risk, and operate more efficiently. With nearly 700 teammates across offices in Denver, CO; Portland, OR; Seattle, WA; Springfield, MO; Toronto, ON; and Bangalore, India, DAT combines the credibility of a multi-decade market leader with the drive of a company that is not done disrupting the industry it helped build. For more information, visit www.DAT.com

Application Deadline:12/1/2026

The Opportunity

DAT Freight & Analytics is the largest truckload freight marketplace in North America. Our Financial Services division - anchored by the Outgo platform - is building the financial infrastructure for the freight ecosystem. DAT is owned by Roper Technologies (NYSE: ROP), a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices.

We are looking for a detail-oriented Credit & Financial Operations Analyst to join our growing Finance and Accounting Team. This role reports directly to the Principal of Credit & Financial Operations and plays a critical supporting role in one of DAT's most operationally demanding workstreams: forward flow receivables purchase facility reporting and Outgo month-end close.

As DAT scales its AR sales and related distribution cadence from once monthly to four times per month, the volume and frequency of credit facility reporting has grown significantly. This role exists to ensure DAT has operational depth and redundancy in this function - and to give a high-potential analyst meaningful exposure to credit facilities, FinTech financial operations, and Roper-level reporting standards.

What You'll Own

Credit Facility - Weekly AR Sales Support

• Prepare and assemble the weekly AR sales data packages for submission to the purchaser under the receivables purchase facility - currently running 4x per month.
• Support eligibility determination for receivables, ensuring all data inputs are accurate and flagging ineligible or concentration-breaching invoices before submission.
• Maintain and update the AR sales and RPA workbooks; flag anomalies or data quality issues to the Principal immediately.
• Serve as a trained backup for all receivables purchase facility submission processes to ensure business continuity.

Monthly & Quarterly Lender Reporting

• Assist with the preparation of monthly lender reporting packages, including data pulls, reconciliations, and covenant calculations.
• Support quarterly lender reporting preparation under the direction of the Principal.
• Maintain organized filing and version control of all lender submissions and supporting documentation.

Outgo Month-End Close Support

• Assist with Outgo month-end close activities, with an emphasis on meeting the 3-day close cycle and Business Day 2 data deadlines.
• Prepare reconciliations, supporting schedules, and data extracts as directed.
• Monitor Outgo dashboards daily; elevate trends, anomalies, or funding concerns to the Principal.

Process & Documentation

• Maintain and improve process documentation and runbooks for all recurring reporting tasks.
• Identify opportunities to streamline workflows and reduce manual effort in reporting workbooks.
• Support SOX control execution for processes within scope, in alignment with Roper Technologies compliance requirements.

The Skills and Experience You'll Bring

Experience & Education

• 1-3 years of experience in accounting or financial operations - hands-on accounting work (close cycles, reconciliations, journal entries, AR/AP) is required, not just financial analysis.
• Bachelor's degree in Accounting or Finance required; CPA track, CPA candidate, or coursework toward a CPA is a strong plus.
• Working knowledge of GAAP, month-end close processes, and reconciliation methodology is essential - this role touches revenue recognition and lender reporting.
• Exposure to credit facilities, lender reporting, or FinTech financial operations is strongly preferred.
• Prior experience in a high-velocity, deadline-driven environment (e.g., fast close cycles, daily or weekly reporting) is a plus.

Technical Skills

• Advanced proficiency in Microsoft Excel - comfortable with large, complex workbooks, data reconciliation, and formula-driven models.
• Familiarity with ERP systems (NetSuite, SAP, or similar) and how accounting data flows through a general ledger.
• Comfort using AI models (e.g., Claude, ChatGPT, Copilot) as a daily work tool - for drafting, analysis, research, and workflow automation - is expected, not optional.
• Snowflake experience or strong SQL proficiency is a significant plus; willingness to develop these skills is required.
• Ability to quickly learn proprietary platforms and reporting tools.

Competencies

• Exceptional attention to detail - accuracy in high-stakes, time-sensitive reporting is non-negotiable.
• Strong organizational skills; able to manage multiple recurring deadlines without dropping items.
• Proactive communicator - surfaces problems early rather than waiting for them to escape.
• Intellectually curious; eager to understand the "why" behind the numbers, not just execute the process.
• Comfortable operating in an environment of ambiguity and change typical of a high-growth FinTech division.

Why DAT?

DAT is an award winning employer of choice. For starters, we have a hybrid work environment, but we also know what makes a great workplace. We have a time-tested and resolute set of operating values predicated on integrity, mutual respect, open communication, and executing with excellence. These values inform our strategic vision as much as any one of our products does. We've been an employer of choice in the Portland metropolitan area for four decades, and within one year of opening our Denver office, DAT was #26 on Built In Colorado's 100 Best Places to Work In Colorado.

• Medical, Dental, Vision, Life, and AD&D insurance
• Parental Leave
• Up to 20 days of paid time off starting in year one
• An additional 10 holidays of paid time off per calendar year
• 401k matching (immediately vested)
• Employee Stock Purchase Plan
• Short- and Long-term disability sick leave
• Flexible Spending Accounts
• Health Savings Accounts
• Employee Assistance Program
• Additional programs - Employee Referral, Internal Recognition, and Wellness
• Free TriMet transit pass (Beaverton Office)
• Competitive salary and benefits package
• Work on impactful projects in a cutting-edge environment
• Collaborative and supportive team culture
• Opportunity to make a real difference in the trucking industry
• Employee Resource Groups

For Washington-based candidates, in compliance with the Washington State Pay Transparency Law, the salary range for this role is $86,000 - $118,000. DAT considers factors such as scope and responsibilities of the position, candidate's work experience, education and training, core skills, internal equity, and market and business elements when extending an offer.

For Oregon-based candidates, in compliance with Oregon's Pay Equity and Transparency Act (effective January 2024), the salary range for this role is $80,000 - $103,000. DAT considers factors such as scope and responsibilities of the position, candidate's work experience, education and training, core skills, internal equity, and market and business elements when extending an offer.

DAT embraces the value of a diverse workforce, and believes it is a core strength of our company that we encourage those values in every DAT employee, at every level of our organization, regardless of tenure or rank. We provide equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)