Principal, Credit and Financial Operations

DAT•Beaverton, OR

5d•$148,000 - $198,000•Hybrid

About The Position

DAT Freight & Analytics is the largest truckload freight marketplace in North America. Our Financial Services division—anchored by the Outgo and Convoy platforms—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. This unique structure allows our team to operate with the agility of a high-growth FinTech while benefiting from the financial strength and rigorous operational framework of a major public company. Our Financial Services division—anchored by the Outgo and Convoy platforms—is the engine of our future growth. We are seeking a Principal of Financial Operations & Data Analytics to serve as the technical-financial architect for this division, ensuring our credit facility, data migrations, and financial reporting meet the high standards of a Roper-owned entity. You will be responsible for the daily and monthly pulse of our capital structure, ensuring that our credit facility reporting is flawless, our SOX controls are robust, and our month-end close is executed with precision.

Requirements

Experience: 7+ years of progressive experience in Accounting and Finance, with a heavy emphasis on financial operations and data management..
Technical Mastery: SQL proficiency is required. You must be comfortable querying large datasets to drive financial reporting. Experience with Snowflake is strongly preferred.
Accounting Fluency: Strong understanding of GAAP, specifically relating to AR sales, reconciliations, and platform-based financial products.
Operational Rigor: Proven ability to thrive in a high-velocity environment (e.g., 2-day data deadlines) where accuracy is non-negotiable.
Education: Bachelor’s degree in Finance, Accounting, Data Analytics, or a related field.

Responsibilities

Credit Facility Execution: Lead the daily and weekly operational requirements of the our credit facility, including weekly AR sales and daily borrowing base execution.
Monthly Lender Reporting: Own the end-to-end preparation of monthly and quarterly lender reporting, ensuring all financial covenants and data submissions are accurate and timely.
Accelerated Month-End Close: Manage the month-end reporting for the Outgo and Convoy segments. This is a high-pressure, 3-day close period, with all critical month-end data due by Business Day 2.
ERP Implementation & Data Conversion: Serve as a core member of the ERP implementation team. You will lead the data extraction, cleansing, and conversion efforts, ensuring legacy financial data migrates seamlessly and accurately into the new system over the next 7 months.
Data Analysis & Monitoring: Conduct daily monitoring and analysis of Outgo dashboards. You will identify trends, anomalies, and potential risks in real-time to ensure the health of our factoring and payments portfolios. Also identify any operational opportunities based on trends identified in the data.
Risk & Credit Oversight: Assist with comprehensive credit reporting and portfolio analysis to ensure DAT does not take on excess risk while supporting platform growth (both Outgo and Convoy).
Compliance & SOX: Maintain and execute internal controls in alignment with Roper SOX compliance and segregation of duties requirements for both Outgo and Convoy platform.