Financial Operations Analyst I – Hybrid & Growth

PDI Technologies; Temple (TX); Hybrid; USD 18,000 - 26,000; Full time

Benefits offered by this job

Hybrid work arrangement

Quarterly perks program

Leadership development opportunities

Continuous learning

Job summary

PDI Technologies is seeking an Accounts Payable/Receivable Clerk to join our hybrid team in Temple, Texas. You will handle routine accounting tasks, reconcile accounts, and generate financial statements for assigned stores, ensuring accuracy and timely reporting.

The role emphasizes attention to detail, strong communication, and Excel proficiency. Retail experience is a plus, with a path toward professional growth within a collaborative, diverse environment.

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.

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.

Skills

Attention to detail

Communication

Excel

Customer service

Retail experience

Job description

PDI Technologies is seeking an Accounts Payable/Receivable Clerk to join our hybrid team in Temple, Texas. You will handle routine accounting tasks, reconcile accounts, and generate financial statements for assigned stores, ensuring accuracy and timely reporting.

The role emphasizes attention to detail, strong communication, and Excel proficiency. Retail experience is a plus, with a path toward professional growth within a collaborative, diverse environment.