PDI Technologies

Accounting Analyst (Onsite)

Professional Services - Temple, TX - Full Time

Location: Temple, TX (Onsite)

Employee Level: Individual Contributor

Career Level: Entry-Level to Mid-Level

Salary Range: $16.00 to $18.00/HR 

 

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:

  • Strong attention to detail and organizational skills
  • Strong verbal and written communication skills
  • Intermediate Excel skills
  • Excellent customer service skills
  • Convenience store or retail experience is a plus

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.

Apply: Accounting Analyst (Onsite)
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Beginner: Minimal Excel Skills
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Intermediate: Pivot Tables, VLOOK Ups, Named Range, Drop Down Lists, Conditional Formatting, Excel Table, Using Sparklines, Text to Column
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