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
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
PDI Technologies is a software development company that offers solutions for retail and petroleum wholesale businesses.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Insight PartnersGenstar Capital
2019-03-20Private Equity
2018-01-08Acquired
2017-08-27Private Equity
Recent News
2025-11-14
PDI Technologies
2025-10-21
Company data provided by crunchbase