We are seeking a strategic and detail-oriented Financial Settlement Representative to join our fast-moving Financial Operations Team. In this role, you’ll be pivotal in enhancing the financial interactions between our Shipper Sales and Carrier Procurement teams, with the aim of reducing Days Payable Outstanding (DPO) and Days Sales Outstanding (DSO). Your expertise in handling exceptions, managing document workflows, and implementing process improvements will be key to streamlining our operations. With your knack for problem-solving and effective communication, you'll ensure financial transactions are settled accurately and efficiently, reinforcing our commitment to operational excellence. Join us in a role that's not just about crunching numbers — it’s about crafting a financial framework that upholds our promise of delivering a seamless experience to our shippers and carriers.
WHAT YOU GET TO DO:
Audit and approve shipper invoices
Review shipper billing process with accuracy, ensuring compliance with customer requirements
Manage fast-paced, high-volume customer accounts
Understand and diagnose what the billing problem is, and how to resolve it
Provide detailed review of carrier’s aging report
Work in tandem with the rest of the financial settlement team to reduce our Days Sales Outstanding and Days Receivables Outstanding Metrics
YOU HAVE EXPERIENCE:
3+ years of experience in financial operations and accounts receivables.
Hands-on experience with TMS and audit provider systems.
Proven experience in Excel.
EDI (Electronic Data Interchange) invoicing experience
Excellent communication and cross-team collaboration skills.
Strong proactivity and problem-solving skills with high attention to detail.
Comfortable with daily manual data entry and system updates.
Candidate has a history of staying at companies for a long period of time (2+ years).
Ability to manage multiple priorities in a fast-paced environment.
Bachelor's degree in Accounting, Finance, or a related field.
Process improvement mindset.
Logistics or transportation industry experience.
Plus
Skills Required
- 3+ years of experience in financial operations and accounts receivable
- Hands-on experience with transportation management systems and audit provider systems
- Proficiency with Microsoft Excel
- Electronic Data Interchange invoicing experience
- Excellent communication and cross-team collaboration skills
- Strong proactivity, problem-solving skills, and attention to detail
- Comfort with daily manual data entry and system updates
- History of staying at companies for at least two years
- Ability to manage multiple priorities in a fast-paced environment
- Bachelor's degree in Accounting, Finance, or a related field
- Process improvement mindset
- Logistics or transportation industry experience
Loadsmart Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Loadsmart and has not been reviewed or approved by Loadsmart.
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Leave & Time Off Breadth — Unlimited PTO (“Loadie Time Off”) and sick time are described in postings as available without a limit, broadening flexibility for time away. Availability is noted across many U.S. roles, though exact application can vary by position and location.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage is consistently cited in job postings, indicating a solid core health offering. This breadth forms a standard tech-style benefits baseline for U.S. employees.
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Equity Value & Accessibility — Stock options are frequently offered and positioned as competitive alongside base pay and other benefits. This ownership component is presented as a meaningful part of total rewards.
Loadsmart Insights
What We Do
We are industry veterans and data-scientists using innovative technology to fearlessly reinvent the future of freight. As the ‘nerds of logistics’, we seek intelligence in data to solve deep-rooted inefficiencies in the industry. We give shippers, brokers and carriers access to our data connections (linking supply and demand) and suite of award-winning solutions to strike the perfect balance of cost and service. We’re creating a more efficient and environmentally responsible way to move more with less. For more information, please visit: https://loadsmart.com
