Credit & Financial Operations Analyst

Posted 4 Hours Ago
Be an Early Applicant
2 Locations
Hybrid
80K-118K Annually
Junior
eCommerce • Fintech • Logistics • Software • Transportation • Big Data Analytics
North America's Largest On-demand Freight Marketplace
The Role
Supports weekly accounts receivable sales packages, receivables eligibility checks, lender reporting, covenant calculations, reconciliations, and Outgo month-end close activities. Maintains reporting workbooks, dashboards, documentation, and SOX controls while identifying anomalies and process improvements. The role requires accurate, deadline-driven financial operations involving credit facilities, FinTech reporting, accounting data, and recurring close cycles.
Summary Generated by Built In

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; escalate 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 escalate.
  • 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)

#LI-DR1

Skills Required

  • 1-3 years of experience in accounting or financial operations, including hands-on accounting work such as close cycles, reconciliations, journal entries, or AR/AP
  • Bachelor's degree in Accounting or Finance
  • Working knowledge of GAAP, month-end close processes, and reconciliation methodology
  • Advanced proficiency in Microsoft Excel, including large workbooks, data reconciliation, and formula-driven models
  • Familiarity with ERP systems such as NetSuite, SAP, or similar
  • Comfort using AI models such as Claude, ChatGPT, or Copilot as a daily work tool
  • Willingness to develop Snowflake or SQL skills
  • CPA track, CPA candidacy, or coursework toward a CPA
  • Exposure to credit facilities, lender reporting, or FinTech financial operations
  • Experience in a high-velocity, deadline-driven environment
  • Snowflake experience or strong SQL proficiency

DAT Freight & Analytics Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about DAT Freight & Analytics and has not been reviewed or approved by DAT Freight & Analytics.

  • Leave & Time Off Breadth — Time off appears comparatively strong, with generous PTO and paid holidays highlighted as a standout part of the overall package. Flexible schedules and hybrid/remote options further reinforce the sense of meaningful time-off and flexibility support.
  • Retirement Support — Retirement support is positioned as a strength via 401(k) matching and immediate vesting on the match. An employee stock purchase plan is also presented as an additional long-term wealth-building lever.
  • Healthcare Strength — Healthcare coverage is described as broad, spanning medical, dental, vision, disability, and mental health support. The depth of plan options is framed as a meaningful benefit even when overall compensation sentiment is less favorable.

DAT Freight & Analytics Insights

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The Company
HQ: Denver, CO
700 Employees
Year Founded: 1978

What We Do

DAT Freight & Analytics operates DAT One, North America’s largest truckload freight marketplace; Convoy Platform, an automated freight-matching technology; DAT iQ, the industry’s leading freight data analytics service; Trucker Tools, the leader in load visibility; and DAT Outgo, the freight financial services platform. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database exceeding $1 trillion in freight market transactions. Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 1000. Headquartered in Beaverton, Oregon, with offices in Seattle, Denver, Springfield & Bangalore, DAT continues to set the standard for innovation in the trucking and logistics industry.

Why Work With Us

We pioneered freight technology and haven't stopped disrupting since. Our SaaS platform powers the supply chain that moves goods across America every day. What sets us apart: a teammate-first culture where we thrive on challenges and driving impact every day.

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