Financial Analyst, DAT

• Bachelor's degree in Business, Finance, Accounting, Economics or related field
• 2-4+ years of related work experience and/or customer facing role
• Experience working in a collaborative role within financial and/or data analysis a plus
• Proficiency with the google suite of tools (Slides, Sheets, Docs)
• Strong technical abilities demonstrating knowledge of Microsoft Excel analysis skills
• Basic SQL knowledge or willingness to learn
• Strong understanding of financial planning and accounting concepts
• Motivated self-starter and team player; ability to work collaboratively and cross-functionally
• Excellent problem-solving skills
• Comfortable working in a fast paced environment with ambiguous and/or iterative fact-sets
• High attention to detail is a must
• Works under general supervision with relatively little guidance necessary, can take direction well
• Excellent interpersonal, written, and oral communication skills
• Self-motivated and strong appetite to learn
• Experience and/or knowledge of accounting principles (GAAP) a plus
• Enterprise SaaS experience preferred
• Knowledge of the trucking industry is a plus

Desirable

• Are you a driven financial analyst ready to thrive in a fast-paced, dynamic environment? We're looking for someone who excels under pressure, embraces challenges, and is eager to grow with us. As part of our team, you'll have opportunities for professional development and career advancement, while working alongside industry experts. If you're a proactive problem-solver with a passion for data driven insights, continuous learning, and an eye for detail, this is your chance to make a real impact and elevate your career to the next level!
• The Financial Analyst reports to the Sr. Manager FP&A and supports the entire organization in a variety of corporate FP&A initiatives to drive finance, strategy, and operations solutions across DAT
• What You’ll Do:
• Support Finance team in day-to-day tasks, including implementing various financial analysis, forecast and budget processes, and preparing relevant deliverables
• Support finance efforts to add value to business partners across the organization, including data analysis, tracking, and reporting on operating metrics & KPIs. Perform ad-hoc analysis and reporting as needed
• Work closely with Accounting team to provide audit and month end support
• Assist the Finance team with workflows required to close out month end including Partnerships and product reporting
• Support Finance team with creation and maintenance of financial models, including but not limited to revenue forecasts, expense planning models
• Execute on monthly commissions process including calculation reports, pay out emails, field questions and ad-hoc requests
• Create and update management and Executive Leadership Team presentation materials
• Partner with FP&A strategy team on stagegate models, presentation materials, and other general items as needed
• Consistent exercise of independent judgment and discretion in matters of significance