The Role
Manages budgeting, forecasting, long-range planning, variance analysis, financial modeling, and management reporting. Partners with business leaders to evaluate performance, risks, opportunities, and strategic initiatives. Develops actionable insights from financial and operational data, supports month- and quarter-end processes, monitors key metrics, and improves FP&A tools and processes.
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 Senior Financial Analyst, you will serve as a trusted financial partner to business leaders by delivering financial analysis, forecasting, and insights that support business performance and decision-making. You will independently manage key FP&A processes, analyze financial and operational results, develop forecasts and financial models, and translate complex data into actionable recommendations. This role will partner cross-functionally to understand business drivers, evaluate risks and opportunities, and continuously improve financial planning, reporting, and analysis.
Key Responsibilities
- Manage key components of the budgeting, forecasting, and long-range planning processes, partnering with business leaders to develop accurate and supportable financial plans.
- Analyze financial and operational performance, including revenue, cost of sales, expenses, and other key performance indicators, to identify trends, risks, and opportunities.
- Perform detailed variance analysis across actuals, budgets, and forecasts and provide clear explanations of key business drivers and changes in performance.
- Develop and maintain financial models to support forecasting, scenario planning, investment decisions, strategic initiatives, and other business needs.
- Partner with business leaders to understand financial performance, evaluate business drivers, and provide insights and recommendations that support informed decision-making.
- Prepare financial reporting, analysis, and materials for recurring business and performance reviews, including P&L and key metrics discussions.
- Evaluate complex financial and operational data and translate findings into concise, actionable insights for leadership.
- Identify emerging financial risks and opportunities and incorporate relevant assumptions and insights into forecasts and business planning.
- Support month-end and quarter-end processes by reviewing results, validating financial performance, and partnering with Accounting and business stakeholders to understand variances.
- Develop and monitor financial and operational metrics that provide visibility into business performance and support ongoing forecasting and planning.
- Identify opportunities to improve FP&A processes, reporting, financial models, and analytical tools to increase efficiency, accuracy, and scalability.
- Support strategic initiatives and ad hoc analyses, including business cases, scenario modeling, and other financial evaluations as needed.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 5+ years of progressive experience in financial planning and analysis, financial analysis, or a related discipline, preferably within a software or technology environment.
- Strong experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.
- Demonstrated ability to analyze complex financial and operational data and translate findings into meaningful business insights and recommendations.
- Strong understanding of financial statements, business drivers, and key financial and operational metrics.
- Advanced proficiency in Microsoft Excel and experience developing financial models and analytical tools.
- Proficiency in Microsoft PowerPoint with the ability to communicate financial information clearly to business and leadership audiences.
- Experience working with financial planning, ERP, reporting, or business intelligence systems.
- Strong problem-solving and analytical skills with a high degree of accuracy and attention to detail.
- Ability to independently manage multiple priorities and deliver high-quality work in a fast-paced environment.
- Strong communication and business partnership skills with the ability to work effectively across functions and with leaders.
Applicants must be legally authorized to work in the United States without the need for employer sponsorship, now or in the future. PDI Technologies is unable to offer visa sponsorship for this role.
Behavioral Competencies
- Business Insight
- Decision Quality
- Plans and Aligns
- Collaborates
- 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.
- 5+ years of progressive experience in financial planning and analysis, financial analysis, or a related discipline.
- Experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.
- Ability to analyze complex financial and operational data and translate findings into business insights and recommendations.
- Strong understanding of financial statements, business drivers, and key financial and operational metrics.
- Advanced proficiency in Microsoft Excel and experience developing financial models and analytical tools.
- Proficiency in Microsoft PowerPoint and ability to communicate financial information clearly to business and leadership audiences.
- Experience working with financial planning, ERP, reporting, or business intelligence systems.
- Strong problem-solving and analytical skills with accuracy and attention to detail.
- Ability to independently manage multiple priorities and deliver high-quality work in a fast-paced environment.
- Strong communication and business partnership skills with the ability to work effectively across functions and with leaders.
- Legally authorized to work in the United States without employer sponsorship now or in the future.
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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
