Accounting Assistant | Reconciliation Team | Assistant (Managed Services Analyst I) In Office

PDI Technologies, Inc.; Temple (TX); On-site; USD 29,952 - 36,608; Full time

Benefits offered by this job

Well-rounded benefits

Quarterly perks program

Hybrid work arrangements

Job summary

PDI Technologies in Temple, Texas, is seeking an onsite accounting support specialist to help with A/P, A/R, general ledger entries, and financial reporting for convenience retail and petroleum clients.

You will work with store managers, prepare statements, analyze monthly results, and develop reporting tools. This entry‑level role emphasizes accuracy, organization, and learning in a fast‑paced environment with opportunities for growth.

Qualifications

• Detail-oriented and well organized.
• Strong verbal and written communication.
• Intermediate Excel skills.
• Excellent customer service abilities.
• Retail/convenience store experience is a plus.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Maintain and record business transactions including A/P and A/R.
• Perform general ledger entries for accruals or reclassifications.
• Interface with store managers to ensure accurate data and reporting.
• Prepare statements and basic financial reports.
• Generate and reconcile accounts and assist period close.
• Develop and maintain financial reporting tools.

Skills

Detail oriented

Communication skills

Excel proficiency

Customer service

Retail experience

Tools

Accounting software

Job description

Role Overview

This is an onsite position based in Temple, Texas.

Join PDI Technologies’ Managed Services team and start building your career in a fast‑paced, team‑oriented environment. In this role, you’ll support key business operations such as accounting, pricing, fuel management, and data processing for leading convenience retail and petroleum companies. You’ll work with experienced professionals, learn industry systems, and gain hands‑on experience with real business data. This is a great opportunity to develop foundational skills in finance, operations, and technology while contributing to solutions that improve accuracy, efficiency, and overall business performance.

If you’re detail‑oriented, eager to learn, and interested in how businesses operate behind the scenes, this role offers a strong starting point for long‑term career growth.

Key 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

Qualifications

• 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
• Applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future. PDI Technologies is unable to offer visa sponsorship for this role.

$33,280 - $33,280 a year

PDI is committed to offering a well‑rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market‑competitive benefits, and a quarterly perks program. We encourage a good work‑life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.