The Role
Lead budgeting, forecasting, long-range planning, financial modeling, variance analysis, and performance reporting. Advise business leaders on investments, resource allocation, risks, and strategic decisions by translating financial and operational data into actionable recommendations. Improve FP&A processes, reporting tools, models, and analytical methodologies while guiding other analysts without formal people-management responsibilities.
Summary Generated by Built In
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
As a Financial Manager, you will serve as a senior financial advisor and subject matter expert, providing advanced financial analysis, strategic insights, and decision support to business leaders. You will lead complex planning, forecasting, modeling, and performance analysis, translating financial and operational data into recommendations that influence business priorities and outcomes. As a senior individual contributor, you will work with a high degree of autonomy, partner with leaders on complex business decisions, and help advance FP&A processes, tools, and analytical capabilities across the organization.
Key Responsibilities
- Lead complex budgeting, forecasting, and long-range planning activities, partnering with business leaders to develop financial plans aligned with business objectives.
- Serve as a trusted financial advisor to business leaders, providing insights and recommendations on performance, investments, resource allocation, risks, and opportunities.
- Analyze financial and operational performance to identify trends, underlying business drivers, emerging risks, and opportunities for improved performance.
- Lead complex variance and performance analysis across actuals, budgets, and forecasts and translate findings into actionable recommendations for leadership.
- Develop sophisticated financial models and scenario analyses to evaluate strategic initiatives, investments, business opportunities, and changes in operating assumptions.
- Provide financial guidance and decision support for strategic initiatives, including development of business cases, sensitivity analyses, and evaluation of financial impacts and tradeoffs.
- Lead financial analysis and preparation for recurring business and performance reviews, ensuring leaders have clear visibility into results, outlook, risks, and opportunities.
- Partner with business leaders to develop and monitor financial and operational metrics that improve understanding of business performance and inform decision-making.
- Identify emerging trends and changes in business performance and proactively incorporate relevant assumptions into forecasts and planning.
- Partner with Accounting and other stakeholders to ensure accurate interpretation of financial results and alignment between actual performance and forward-looking forecasts.
- Identify and lead improvements to FP&A processes, models, reporting, tools, and analytical methodologies to improve efficiency, accuracy, scalability, and business insight.
- Develop frameworks and analytical approaches that can be leveraged across FP&A to improve consistency and quality of financial decision support.
- Provide financial expertise on complex or ambiguous business issues and develop recommendations where established approaches may not exist.
- Share expertise and provide guidance to other financial analysts, supporting development of analytical capabilities and best practices without formal people management responsibility.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 7+ years of progressive experience in financial planning and analysis, financial analysis, or a related discipline, preferably within a software or technology environment.
- Advanced experience with budgeting, forecasting, long-range planning, financial modeling, scenario analysis, and management reporting.
- Demonstrated ability to serve as a financial advisor to business leaders and translate complex financial and operational information into actionable recommendations.
- Strong understanding of financial statements, business drivers, financial performance metrics, and operational KPIs.
- Advanced financial modeling and analytical skills with experience evaluating complex business decisions, investments, risks, and opportunities.
- Advanced proficiency in Microsoft Excel and strong proficiency in Microsoft PowerPoint.
- Experience with financial planning, ERP, reporting, or business intelligence systems.
- Demonstrated ability to independently lead complex initiatives and solve ambiguous financial and business problems.
- Strong business acumen with the ability to understand operational drivers and connect them to financial outcomes.
- Strong communication and presentation skills with the ability to influence leaders and communicate complex financial concepts clearly.
- Ability to manage multiple high-impact priorities with significant autonomy in a fast-paced environment.
Behavioral Competencies
- Business Insight
- Strategic Mindset
- Decision Quality
- Manages Complexity
- Drives Results
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.
Skills Required
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
- 7+ years of progressive experience in financial planning and analysis, financial analysis, or a related discipline
- Advanced experience with budgeting, forecasting, long-range planning, financial modeling, scenario analysis, and management reporting
- Experience serving as a financial advisor to business leaders and translating complex financial and operational information into recommendations
- Strong understanding of financial statements, business drivers, financial performance metrics, and operational KPIs
- Advanced financial modeling and analytical skills for evaluating complex business decisions, investments, risks, and opportunities
- Advanced proficiency in Microsoft Excel
- Strong proficiency in Microsoft PowerPoint
- Experience with financial planning, ERP, reporting, or business intelligence systems
- Ability to independently lead complex initiatives and solve ambiguous financial and business problems
- Strong business acumen connecting operational drivers to financial outcomes
- Strong communication and presentation skills
- Ability to manage multiple high-impact priorities with significant autonomy in a fast-paced environment
- Experience in a software or technology environment
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The Company
What We Do
PDI Technologies resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers. www.pditechnologies.com
