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Accounting Analyst (Onsite)

PDI Software
expense account
United States, Texas, Temple
4001 Central Pointe Parkway (Show on map)
September 11, 2023

Location: Temple, TX (Onsite)

Employee Level: Individual Contributor

Career Level: Entry-Level

Overview:

PDI Technologies, Inc. resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By "Connecting Convenience" across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers.

Responsibilities:

  • Provides financial software support and timely customer service
  • Maintains and records 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
  • Generates 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
  • Prepares and processes payroll and generates quarterly payroll tax reports
  • Reviews and analyzes general ledger transactions and reports, sometimes working in concert with CPAs and auditors
  • Follow up on accounting/system issues that affect accounts to ensure proper reporting of financial data
  • Develop and maintain accounting specifications for system enhancements
  • Develop and maintain financial reporting and tracking tools

Desired Skills & Experience:

  • Bachelor's Degree in Accounting or equivalent experience
  • 3+ years of accounting experience; solid US GAAP knowledge. Software or Service industry preferred.
  • 4+ years of customer service experience
  • Superior communication skills, both written and verbal
  • Strong attention to detail and organizational skills
  • Intermediate Excel skills required
  • 2-3 years of convenience store experience is preferred, but not required
  • This role will offer a starting compensation of $16.00/HR, EOE.

Why PDI Technologies?

We offer:

  • Comprehensive benefits package including health, dental, and vision coverage effective immediately

  • Matching Group Retirement Savings Plan

  • PTO effective immediately

  • Quarterly self-investment allowance for personal and professional development, health and wellness, entertainment, travel, charitable giving, tech, travel, etc.

  • Strong culture that values authenticity, trust, curiosity, and diversity of thought

Our Commitment to Diversity, Inclusion & Belonging

At PDI, we are committed to cultivating an environment that is safe, welcoming, and inclusive for all individuals. PDI is an Equal Opportunity Employer. We agree not to discriminate against any employee or job applicant because of race, color, religion, national origin,

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