Managed Services Analyst I

PDI Technologies•Temple, TX

21h•$16 - $18

About The Position

At PDI Technologies, the Managed Services Analyst I supports convenience retail and petroleum brands through accounting and financial operations. The role maintains transaction records for assigned accounts, performs accounts payable and accounts receivable activities, supports general ledger and period-close processes, and works with store personnel to support accurate and timely financial reporting. The analyst also reviews operating results, follows up on accounting and system issues, and develops financial reporting and tracking tools.

Requirements

Strong attention to detail and organizational skills.
Strong verbal and written communication skills.
Intermediate Excel skills.
Excellent customer service skills.

Nice To Haves

Convenience store or retail experience.

Responsibilities

Maintain and record business transactions for assigned accounts, including routine accounts payable and accounts receivable activities.
Perform general ledger activities, such as journal entries for accruals and expense account reclassifications.
Interface with store managers and personnel to support efficient store processing and provide timely, accurate data; prepare statements and basic financial reports.
Generate and review customer financial statements, post journal entries, and reconcile accounts, including billing, bank statements, credit card settlements, and period close.
Review and analyze monthly operating results for accuracy and reasonableness, and provide recommendations when opportunities for improvement arise.
Follow up on accounting and system issues affecting accounts to ensure proper reporting of financial data.
Develop and maintain financial reporting and tracking tools.