Financial Operations Specialist – Financial Operations Support

Job Description

Accounting Clerk – Accounts Payable | PDI Technologies

The Tone:
This is an onsite Accounting Clerk – Accounts Payable role at PDI Technologies, based in Temple, Texas. PDI Technologies empowers leading convenience retail and petroleum brands with technology solutions that drive growth and operational efficiency, connecting convenience globally through loyalty programs, shopper insights, and real-time market intelligence via mobile applications like GasBuddy. This position plays a vital role within the Managed Services team, supporting key business operations such as accounting, pricing, fuel management, and data processing for these companies. It offers a strong opportunity to develop foundational skills in finance, operations, and technology, directly contributing to solutions that improve accuracy, efficiency, and overall business performance.

The TL;DR
• Role: Early Career
• Location: In-person, Temple, TX
• Team: Managed Services team
• Mission: This person will support key business operations and contribute to solutions that improve accuracy, efficiency, and overall business performance for convenience retail and petroleum companies.
• Tech Stack: Excel

What You’ll Actually Do
• Transactions: Maintain and record business transactions for assigned accounts, covering both Accounts Payable and Accounts Receivable functions.
• General Ledger: Perform general ledger activities, including generating journal entries for accruals or reclassifying expense accounts.
• Reporting Support: Support store managers and personnel by ensuring efficient processing, providing timely and accurate data, and preparing basic financial reports and statements.
• Reconciliation: Generate, review, post, and reconcile customer financial statements, covering billing, bank statements, and credit card settlements during period close processes.
• Analysis: Analyze monthly operating results for accuracy and reasonableness, identifying and recommending opportunities for operational improvements.

The Must-Haves
• Background: Entry-Level. Foundational understanding of how businesses operate behind the scenes.
• Experience: No specific years of experience required. The role offers hands-on experience with real business data and learning industry systems.
• Skills: Strong attention to detail, organizational skills, verbal and written communication skills, intermediate Excel proficiency, and excellent customer service skills.
• Bonus: Prior experience in convenience store or retail environments.