Senior Operational Finance Specialist, Agent Program

DSV - Global Transport and Logistics

. Analyze assigned customer accounts, including credit utilization, outstanding receivables, aging balances, payment discrepancies, disputes, and other financial indicators .

Posted 10/20/2026full-timeAtlanta • United StatesSenior💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial operations, including accounts receivable, credit administration, and process improvement. Proficient in analyzing financial data, developing operational workflows, and collaborating with cross-functional teams to enhance efficiency and accuracy.

Highest-signal resume keywords

Financial OperationsAccounts ReceivableProcess ImprovementMicrosoft Excel ProficiencyTransportation Management Systems

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisInvoicing ProcessesPayment ReconciliationCredit AdministrationData AnalysisProcess DocumentationOperational WorkflowsRoot Cause AnalysisPerformance MetricsFinancial Reporting

Soft Skills

Analytical SkillsProblem-Solving SkillsOrganizational SkillsTime Management SkillsInterpersonal Communication

Tools & Technologies

Microsoft Office ApplicationsPower BIERP SystemsFinancial Reporting ToolsTransportation Management Systems

Industry Keywords

Transportation BrokerageLogisticsFinancial AdministrationOperational EfficiencyCustomer Account Management

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Analyze assigned customer accounts, including credit utilization, outstanding receivables, aging balances, payment discrepancies, disputes, and other financial indicators
Evaluate customer-specific financial administration requirements and develop processes to improve invoicing accuracy, payment coordination, account management, and operational efficiency
Assess recurring financial and administrative issues, identify root causes, evaluate solutions, and determine corrective actions
Work with agent owners, customer administrative contacts, Account Management, and internal business partners to implement customer-specific processes and improvements
Identify opportunities to streamline financial administration, reduce manual processes, and improve accuracy through automation and system enhancements
Collaborate with Operational Excellence, technical teams, and internal stakeholders on workflow improvements and reporting enhancements
Develop and maintain standard operating procedures, process documentation, and customer-specific financial administration guidelines
Monitor payment trends, credit utilization, invoicing requirements, and account activity
Prepare financial reports, account health summaries, and performance metrics
Coordinate resolution of financial and administrative issues across Account Management, Credit, Collections, Finance, Settlement, Business Support, and Operations
Evaluate process effectiveness and implement adjustments to improve efficiency and support customer needs
Maintain communication with customer stakeholders and internal departments to resolve issues and minimize disruptions to transportation services
Support standardized financial administration practices across the Agent Vertical
Participate in financial analysis, process improvement initiatives, and operational projects
Perform other duties and project work assigned by management

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Accounting, Supply Chain, Logistics, Operations, or a related field preferred; equivalent education and experience may be considered
One (1) to three (3) years of experience in financial operations, accounts receivable, credit administration, business analysis, process improvement, transportation brokerage, or related fields preferred
Experience analyzing customer accounts, financial information, invoicing processes, payment discrepancies, or credit exposure
Experience identifying process inefficiencies, developing solutions, and supporting implementation of operational improvements
Experience working across departments to resolve financial or administrative issues and improve business processes
Experience developing process documentation, standard operating procedures, or customer-specific administrative guidelines preferred
Experience within transportation, freight brokerage, logistics, or related operational environments preferred
Proficiency in Microsoft Excel and other Microsoft Office applications required
Experience with Power BI, ERP systems, Transportation Management Systems (TMS), or financial reporting tools preferred
Strong analytical, financial, and problem-solving skills with excellent attention to detail
Ability to independently evaluate financial and administrative issues, identify root causes, and develop practical solutions
Working knowledge of invoicing, accounts receivable, payment reconciliation, and credit administration processes
Ability to exercise independent judgment within established business guidelines
Strong organizational and time management skills
Ability to develop, document, and improve financial administration processes and operational workflows
Ability to interpret financial information, identify trends, and provide actionable recommendations
Excellent written, verbal, and interpersonal communication skills
Ability to collaborate with internal departments, agent owners, and customer stakeholders
Strong relationship-building skills with a customer-focused approach
Intermediate to Advanced proficiency in Microsoft Excel, financial reporting tools, and data analysis
Ability to work independently, exercise sound judgment, and maintain confidentiality when handling sensitive customer and financial information

Benefits

Comp & perks

Base pay range of $65,000.00–$80,000.00 annually
Reasonable accommodations may be made for individuals with disabilities
Flexibility to work outside normal business hours as operational needs require