The Role
This position involves entry-level accounting tasks such as preparing financial reports, reconciling balance sheets, and assisting business units with financial queries under supervision.
Summary Generated by Built In
This position is responsible for entry level accounting processes, reporting, and accurate record keeping in assigned areas.
Entry-level position – Generally has up to three years of experience and/or demonstrated job relevant knowledge/skills. Relies on instructions and pre-established guidelines to perform the functions of the job; works under immediate supervision.
The incumbent in this position is expected to model the following practices daily: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development.
Essential Functions
· Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
· Prepares monthly and year end journals to be reviewed by supervisor
· Adhere to all Company deadlines and reporting requirements as set by management or from Federal, state, and local rules and regulations
· Investigates and resolves balance sheet reconciling items on a timely basis
· Assists with preparing internal financial reports and complete special projects as assigned Finance Managers and Leadership
· Provides accounting assistance to business units and respond to financial questions/concerns to meet business needs
· Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
· Performs other duties as assigned
Knowledge, Skills, and Abilities
· Knowledge of business accounting principles, budget preparation, and strong business acumen
· Knowledge of GAAP (generally accepted accounting principles) as it applies to the industry and company
· Proficient in the use of computer programs and systems utilized by the company (DBS, CODA, Sage100c, Clarity, Microsoft Dynamics, Excel, etc.)
· Strong research, problem solving and investigation skills
· Strong interpersonal communication skills including both written and oral
· Ability to work in fast paced environment with frequent interruptions
· Excellent interpersonal skills to establish working relationships with multiple departments and various levels of the organization
· Excellent organizational, planning, multi-tasking, and time management skills, deadline oriented
· Ability to work independently and within a team in a fast-paced, high volume environment with emphasis on accuracy and timeliness
Requirements
Education and Experience:
· High school diploma or equivalent required; Degree in Accounting or Finance preferred
· Up to three years of experience preferred
Supervisory Responsibilities:
None
Travel:
· Up to 5%
Physical Requirements:
· This position involves extended periods in a stationary position; additionally, occasional movement inside the office to access office machinery, file cabinets, etc.
· This role frequently communicates with others, must be able to exchange accurate information in these situations
· This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
· Occasionally moves materials or equipment weighing up to 15 lbs.
Work Environment:
· This job is generally performed in a professional office environment
· Frequently works at fast pace with unscheduled interruptions
Disclaimer:
Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.
About
HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership® approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership® to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team.
Skills Required
- High school diploma or equivalent
- Degree in Accounting or Finance
- Up to three years of experience
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The Company
What We Do
HOLT Group is a family-owned, values-driven enterprise headquartered in San Antonio, Texas, with a legacy spanning nearly a century. It operates as a powerhouse across several sectors, including heavy machinery, construction, energy, technology, and training. As the owner of the nation's largest Caterpillar dealership, HOLT CAT, the company excels in selling, servicing, and renting industrial equipment while prioritizing a people-first, Values-Based Leadership® approach to drive sustainable growth for its partners and customers.









