Manager, Retail Energy Accounting

Dylan Green; Houston (TX); Hybrid; USD 110,000 - 150,000; Full time

Job summary

Dylan Green is seeking a Manager of Retail Energy Accounting for a technology-driven energy company focused on optimizing renewable energy and grid-scale battery operations through data analytics. In this role you will oversee accounting operations for the retail business, ensure accurate financial reporting, and support preparation of daily, monthly, quarterly, and annual statements.

Strong ERP and Excel skills, attention to detail, and ability to work independently in a fast-paced environment

Qualifications

• Bachelor’s degree in accounting or finance; CPA preferred but not required.
• At least 8 years of accounting experience in the retail energy sector.
• Proficiency with Microsoft Excel and PowerPoint.
• Experience with ERP platforms and financial systems (e.g., QuickBooks Online, NetSuite).
• Strong understanding of U.S. GAAP and core accounting principles.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication; able to collaborate across teams.
• Ability to work in Houston, TX (3 days in office per week).

Responsibilities

• Maintain accurate records and prepare financial reports for the retail business.
• Process customer payments, track revenue, and support monthly P&L reporting.
• Reconcile payroll, benefits, and related entries with payroll/PEO platforms.
• Review AR/AP balances, identify discrepancies, and improve workflows.
• Process vendor invoices and ensure timely supplier payments.
• Record broker commissions and reconcile energy trading activity.
• Coordinate tax filings, audits, and regulatory reporting.
• Assist cash flow forecasting and vendor information returns.
• Collaborate with cross-functional teams on customer receipts and disbursements.
• Support special accounting projects as needed.

Skills

Analytical thinking

Attention to detail

Time management

Communication skills

Education

Bachelor’s degree in accounting or finance

CPA preferred

Tools

ERP platforms

Microsoft Office

QuickBooks Online

NetSuite

Job description

Our client is a technology-driven energy company focused on optimizing renewable energy and grid-scale battery operations through advanced data analytics and machine learning.

Role Overview

The Manager of Retail Energy Accounting will oversee the accounting operations for the company’s retail business, ensuring accurate financial reporting and maintaining the integrity of accounting records. This role is responsible for supporting the preparation of daily, monthly, quarterly, and annual financial statements and reports. The ideal candidate is highly organized, detail-oriented, quick to learn new systems, and comfortable working independently in a fast-paced, high-growth environment. Experience with ERP systems, vendor management platforms, and Microsoft Office is essential, along with the ability to manage multiple priorities effectively.

Duties & Responsibilities

• Maintain accurate accounting records and prepare daily, monthly, quarterly, and annual financial reports for the retail business using the company’s ERP system
• Support retail operations by processing customer payments, tracking revenue activity, and contributing to monthly profit and loss reporting
• Reconcile payroll, employee benefits, and related accounting entries in coordination with payroll and PEO platforms
• Review and reconcile accounts receivable and accounts payable balances, identify discrepancies, and help improve accounting workflows
• Process vendor invoices and oversee timely supplier payments through the company’s payment platform
• Calculate, reconcile, and distribute broker commission payments
• Track and reconcile energy trading activity, ensuring accurate financial recording from contract execution through settlement
• Maintain accounting policies, financial documentation, and supporting records for audits, tax compliance, and regulatory reporting
• Record customer and vendor account adjustments, write-offs, and other accounting entries while ensuring accurate financial reporting
• Perform cash reconciliations and verify payment activity against supporting transaction data. Coordinate sales tax, utility-related fees, and other regulatory filings and payments across multiple jurisdictions
• Assist with cash flow forecasting by preparing analyses of actual and projected cash activity
• Support annual tax reporting requirements, including preparation of vendor information returns. Assist with recording tax-related liabilities and other general accounting entries
• Partner with cross-functional teams to ensure accurate processing of customer receipts and vendor disbursements
• Contribute to special projects and other accounting initiatives as needed.

Qualifications

• Bachelor’s degree in accounting, Finance, or a related field; CPA designation is preferred but not required
• At least 8 years of accounting experience, with experience in the retail energy sector
• Proficiency with Microsoft Excel and PowerPoint
• Experience working with ERP platforms and financial systems (e.g., QuickBooks Online, NetSuite) as well as accounts payable and expense management tools
• Solid understanding of U.S. GAAP and core accounting principles
• Familiarity with financial reporting requirements and knowledge of tax or industry regulations is a plus
• Strong analytical thinking and problem-solving abilities
• Excellent organizational skills with exceptional attention to detail
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong written and verbal communication skills, with the ability to collaborate effectively across teams
• Demonstrated ability to quickly learn new systems, processes, and technologies
• Highly motivated, dependable, and able to work independently with sound professional judgment
• Project management experience is beneficial but not required
• Ability to work in Houston, TX (3 days in office per week)