Credit & Financial Operations Analyst

DAT • Portland, OR

3d • $80,000 - $118,000 • Hybrid

About The Position

DAT Freight & Analytics is seeking a detail-oriented Credit & Financial Operations Analyst to support its Finance and Accounting Team. Reporting directly to the Principal of Credit & Financial Operations, the role supports forward flow receivables purchase facility reporting and Outgo month-end close. It provides operational depth for a growing cadence of accounts receivable sales and offers exposure to credit facilities, FinTech financial operations, and Roper-level reporting standards.

The analyst prepares weekly receivables sale packages, supports eligibility reviews, maintains reporting workbooks, and serves as a trained backup for facility submissions. The role also assists with monthly and quarterly lender reporting, Outgo close activities, dashboard monitoring, process documentation, workflow improvements, and SOX control execution. The position requires hands-on accounting experience, strong Excel skills, and careful management of recurring deadlines in a high-growth environment.

DAT offers a hybrid work environment and describes its workplace values as integrity, mutual respect, open communication, and executing with excellence. Salary ranges are listed for candidates based in Washington and Oregon: $86,000–$118,000 for Washington and $80,000–$103,000 for Oregon.

Requirements

• 1–3 years of experience in accounting or financial operations.
• Hands-on accounting experience, such as close cycles, reconciliations, journal entries, or accounts receivable/payable; financial analysis alone does not satisfy this requirement.
• 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, complex workbooks, data reconciliation, and formula-driven models.
• Familiarity with ERP systems such as NetSuite or SAP, and understanding of how accounting data flows through a general ledger.
• Comfort using AI models such as Claude, ChatGPT, or Copilot as a daily work tool for drafting, analysis, research, and workflow automation.
• Willingness to develop Snowflake or SQL skills.
• Exceptional attention to detail and accuracy in high-stakes, time-sensitive reporting.
• Strong organizational skills and ability to manage multiple recurring deadlines.
• Proactive communication, including surfacing problems early.
• Intellectual curiosity and interest in understanding the reasons behind financial figures and processes.
• Comfort working amid ambiguity and change in a high-growth FinTech division.
• Ability to quickly learn proprietary platforms and reporting tools.

Nice To Haves

• 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, such as fast close cycles or daily or weekly reporting.
• Snowflake experience or strong SQL proficiency.

Responsibilities

• Prepare and assemble weekly accounts receivable sales data packages for submission under the receivables purchase facility, currently four times per month.
• Support receivables eligibility determinations by checking data inputs and flagging ineligible or concentration-breaching invoices before submission.
• Maintain and update AR sales and RPA workbooks, and promptly flag anomalies or data-quality issues to the Principal.
• Serve as a trained backup for receivables purchase facility submission processes to support business continuity.
• Assist with monthly lender reporting packages, including data pulls, reconciliations, and covenant calculations.
• Support quarterly lender reporting preparation under the Principal’s direction.
• Maintain organized filing and version control for lender submissions and supporting documentation.
• Assist with Outgo month-end close activities, meeting the three-day close cycle and Business Day 2 data deadlines.
• Prepare reconciliations, supporting schedules, and data extracts as directed.
• Monitor Outgo dashboards daily and escalate trends, anomalies, or funding concerns to the Principal.
• Maintain and improve process documentation and runbooks for recurring reporting tasks.
• Identify opportunities to streamline workflows and reduce manual effort in reporting workbooks.
• Support SOX control execution for in-scope processes in alignment with Roper Technologies compliance requirements.

Benefits

• Medical, dental, vision, life, and AD&D insurance.
• Parental leave.
• Up to 20 days of paid time off starting in year one.
• 10 additional paid holidays per calendar year.
• 401(k) matching, immediately vested.
• Employee Stock Purchase Plan.
• Short- and long-term disability sick leave.
• Flexible Spending Accounts.
• Health Savings Accounts.
• Employee Assistance Program.
• Employee referral, internal recognition, and wellness programs.
• Free TriMet transit pass at the Beaverton office.
• Competitive salary and benefits package.
• Hybrid work environment.
• Employee Resource Groups.
• Collaborative and supportive team culture.
• Opportunity to work on impactful projects in a cutting-edge environment and contribute to the trucking industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level