The Role
The Senior Financial Analyst will provide advanced financial analysis and insights, oversee budgeting and forecasting processes, and analyze performance trends to support strategic initiatives.
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
The Senior Financial Analyst will align with the Enterprise Solutions segment as a trusted partner to business leaders by delivering advanced financial analysis and strategic insights. This role is responsible for overseeing core processes such as budgeting, forecasting, and performance reviews, while evaluating complex data to inform decision-making. The Senior Financial Analyst will take ownership of high-impact analyses, support corporate initiatives, and contribute to improving financial processes that enable the company’s long-term success.
Business Unit Supported
Our Enterprise Solutions segment supports the day-to-day operations of convenience retailers and petroleum wholesalers by offering ERP, Fuel Pricing, and Logistics software that enables smoother, more profitable operations.
Key Responsibilities
- Analyze current and past trends in key performance indicators including revenue, cost of sales, and expenses
- Act as a business partner to cross-functional team members and operators
- Explain financial variances in month-end close, budget vs. actuals, and forecast vs. actuals
- Evaluate complex financial information and reports to provide timely and accurate recommendations to leadership
- Oversee and manage the continued development of our internal processes – including data strategy
- Prepare materials and participate in weekly/monthly P&L and Metrics review calls
- Develop financial models and analyses to support strategic initiatives and corporate development efforts
- Support other ad hoc financial projects as needed
Qualifications
- Bachelor’s degree in Finance, Accounting, or related field
- 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.
- 3+ years of financial analysis or accounting experience, preferably with a software-based company
- Detail-oriented with ability to manage multiple high-priority deliverables
- Proficiency in Microsoft Excel & common Financial ERP systems (e.g. NetSuite, Adaptive)
- Strong financial, problem-solving, and analytical skills
- Excellent professional communication skills
- Proven ability to work effectively in a fast-paced environment
- MBA/CPA preferred
- SQL and data management experience preferred
Behavioral Competencies
- Ensures Accountability
- Plans and Aligns
- Collaborates
- Drives Results
- Strategic Mindset
- Innovative
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.
Top Skills
Adaptive
Excel
NetSuite
SQL
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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
