Accounting Representative

TDI REFRIGERATION - 3.2

Rancho Cucamonga, CA Job Details Full-time $22 - $35 an hour 1 day ago Qualifications Microsoft Powerpoint Microsoft Word Accounts receivable Microsoft Excel Microsoft Outlook Accounting software Mid-level Microsoft Office Finance High school diploma or GED QuickBooks Data entry 2 years Communication skills Time management Full Job Description

POSITION SUMMARY

The Accounting Representative is responsible for supporting the company's accounts receivable and administrative functions. This role ensures the accurate processing of invoices, credits, and vendor bills while maintaining organized records and providing administrative support for operational efficiency. The Accounting Representative works closely with the Accounting Manager, other departments, and external vendors to meet financial and operational goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Review and manage technician open purchase orders (POs) weekly for California. Create and process invoices, ensuring accurate breakdowns in QuickBooks. Run and distribute checks for vendor payments. Issue and process credit requests. File documents and maintain organized financial records. Manage tool accounts for technicians. Handle Certificate of Insurance (COI) and W-9 requests from vendors and customers. Respond to emails related to AR tasks in a timely and professional manner. Purchase and maintain office supplies. Process vendor bills and review statements for accuracy. Manage internal purchase order (PO) requests and handle hard copy POs. Address and resolve inquiries related to vendor statements and customer requests. Assist with tasks assigned by management, including special projects or one-off requests. Participate in construction team projects and meetings to ensure AR needs are met. Handle overhead bills and distribute office mail efficiently. Manage insurance and documentation for company vehicles and trucks.

EDUCATION AND/OR EXPERIENCE

High School Diploma or equivalent required. Additional coursework or certification in accounting, finance, or a related field preferred. At least 2 years of experience in accounts receivable, billing, or a similar administrative role. Familiarity with accounting software (e.g., QuickBooks) and Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).

OTHER KNOWLEDGE AND ABILITIES

Strong organizational and time management skills. Attention to detail and accuracy in data entry and recordkeeping. Excellent verbal and written communication skills. Ability to manage multiple tasks and prioritize effectively. Problem-solving skills and the ability to work both independently and collaboratively.

WORKING CONDITIONS

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate. Work is normally performed in a typical interior/office work environment, with minimal exposure to health or safety hazards.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job the employee is regularly required to stand, walk, sit, and requires sufficient hand, arm, and finger dexterity to operate a computer keyboard or other office equipment. Substantial time is spent sitting, working on a computer or other office desk type work. Requires visual acuity to read words and numbers, and speaking and hearing ability sufficient to communicate in person or over the phone. The employee must occasionally lift and/or move up to 10 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description might not be inclusive of all the listed duties, responsibilities, or features of the job, and the employer on its sole discretion, might revise them. About

TDI REFRIGERATION

TDI Refrigeration is an industrial refrigeration and commercial air conditioning company founded in 1999. We build, design, and service industrial refrigeration and commercial air conditioning systems in Southern California, Central California, Phoenix, Denver, and Dallas/Fort Worth area. We believe in doing things better than right, having a strong moral compass, and bringing a generous spirit!