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PDI Technologies

Retail payment, loyalty, shopper insights

Accounting Assistant Entry Level

BookkeepingUpdated on Nov 13
Full-timeTemple, TX, USA$33.3k /yrIn-person

About the Job

Requirements

  • Strong attention to detail and organizational skills.
  • Strong verbal and written communication skills.
  • Intermediate Excel skills.
  • Excellent customer service skills.
  • Applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future.

Responsibilities

  • Maintain and record business transactions for assigned accounts, including accounts payable and accounts receivable functions and 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, provide timely and accurate data, and prepare statements and basic financial reports.
  • Generate and review customer financial statements, post journal entries, and reconcile accounts, including period close processes, billing, bank statements, and credit card settlements.
  • Review and analyze monthly operating results for accuracy and reasonableness, and provide recommendations when opportunities for improvement are presented.
  • Follow up on accounting or system issues that affect accounts to ensure proper reporting of financial data.
  • Develop and maintain financial reporting and tracking tools.

Desired Qualifications

  • Convenience store or retail experience is a plus.

About the Company

PDI Technologies

Retail payment, loyalty, shopper insights

PDI Technologies provides payment solutions, loyalty programs, and shopper insights tailored for retail and convenience sectors, including petroleum wholesale. It offers software and related services that help businesses process payments, run loyalty initiatives, and analyze shopper data to improve engagement. The product suite works by integrating payment processing with loyalty and data analytics, enabling clients to manage customer programs, track transactions, and extract insights while ensuring data security. The company differentiates itself through deep industry specialization, more than four decades of experience, and a large, diverse client base (over 1,500 companies) in retail, convenience, and petroleum wholesale, which enables more precise, sector-specific solutions. Its goal is to help clients streamline operations, boost profitability, and grow customer loyalty by leveraging data-driven decisions and secure, integrated technology.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Alpharetta, GA
Founded
1983

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