Accounting Services Representative – Temple Office jobs in United States
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PDI Technologies · 1 month ago

Accounting Services Representative – Temple Office

PDI Technologies is a company that empowers leading convenience retail and petroleum brands with technology solutions. They are seeking an Accounting Services Representative to maintain business transactions, perform general ledger activities, and generate financial reports for assigned accounts.

ComputerConsultingInformation TechnologyLogisticsRetailSalesSoftwareWholesale

Responsibilities

Maintain and record business transactions for assigned accounts, including A/P and A/R functions routine accounting activities
Perform general ledger activities such as journal entries for accruals or expense account reclassifications
Interface with store managers and personnel to ensure efficient store processing, providing timely and accurate data, preparing statements and basic financial reports
Generate and reviews customer financial statements, posts journal entries, and reconciles accounts (including period close process) including billing, bank statements, and credit card settlements
Review and analyze monthly operating results for accuracy and reasonableness, providing recommendations when opportunities for improvement are presented
Follow up on accounting/system issues that affect accounts to ensure proper reporting of financial data
Develop and maintain financial reporting and tracking tools

Qualification

Excel skillsAttention to detailOrganizational skillsVerbal communicationWritten communicationCustomer service skillsRetail experience

Required

Strong attention to detail and organizational skills
Strong verbal and written communication skills
Intermediate Excel skills
Excellent customer service skills

Preferred

Convenience store or retail experience is a plus

Benefits

Competitive salary
Market-competitive benefits
Quarterly perks program
Ample time off [time away]
Hybrid working arrangements
Continuous learning
Professional certifications
Leadership development opportunities

Company

PDI Technologies

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PDI Technologies is a software development company that offers solutions for retail and petroleum wholesale businesses.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Insight PartnersGenstar Capital
2019-03-20Private Equity
2018-01-08Acquired
2017-08-27Private Equity

Leadership Team

J
Jimmy Frangis
Chief Executive Officer
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Nicole Wu
Chief Financial Officer
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Company data provided by crunchbase