What are the responsibilities and job description for the Sr. Financial Analyst position at PDI Technologies?
At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency.
By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy. We’re a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth.
Role Overview:
PDI is seeking a Senior Financial Analyst to join the Finance and Accounting Team located in Alpharetta, GA. The successful candidate will be a key player in generating, managing, and presenting actionable financial information and reports to leadership. This individual will spearhead the Company’s monthly financial forecast, annual budgeting process, operating plan variance analysis, potential acquisition evaluations as well as other special projects.
- Analyze current and past trends in key performance indicators including revenue, cost of sales, and expenses
- Explain financial variances in month-end close, budget vs actuals, and forecast vs actuals
- Evaluate complex financial information and reports to provide accurate and timely financial recommendations to leadership for decision-making purposes
- Oversee and manage the continued development of the budgeting, financial forecasting, and operating performance review processes
- Prepare materials and participate in weekly/monthly P&L and Metrics review calls
- Develop financial models and analyses to support strategic initiatives
- Support corporate development initiatives
- As well as other ad hoc projects
- 3-5 years of financial analysis and accounting experience, preferably with a software-based company
- Accustomed to and interested in working in a fast-paced environment
- Proficiency in Microsoft Excel & PowerPoint
- Detail-oriented and ability to follow through on tasks
- Ability to manage multiple high priority deliverables while delivering high-quality work product
- Team player with a willingness to collaborate
- Strong financial, problem-solving, and analytical skills
- Strong professional communications skills
- Bachelor’s degree in Finance or Accounting, or equivalent work experience
- Software or technology industry experience preferred
PDI is committed to offering a well-rounded benefits program, designed to support and care for you, and your family throughout your life and career. This includes a competitive salary, market-competitive benefits, and a quarterly perks program. We encourage a good work-life balance with ample time off [time away] and, where appropriate, hybrid working arrangements. Employees have access to continuous learning, professional certifications, and leadership development opportunities. Our global culture fosters diversity, inclusion, and values authenticity, trust, curiosity, and diversity of thought, ensuring a supportive environment for all.
