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PDI Technologies is seeking a Finance Manager to serve as a senior financial advisor and subject matter expert within the organization. The company powers convenience retail and petroleum brands globally with technology solutions including GasBuddy, focusing on loyalty programs, shopper insights, and real-time market intelligence.
In this role, you will provide advanced financial analysis, strategic insights, and decision support to business leaders as a senior individual contributor with high autonomy. You will lead complex planning, forecasting, modeling, and performance analysis activities, translating financial and operational data into actionable recommendations that influence business priorities.
Key responsibilities include:
- Lead budgeting, forecasting, and long-range planning activities in partnership with business leaders
- Serve as a trusted financial advisor, providing insights on performance, investments, resource allocation, risks, and opportunities
- Analyze financial and operational performance to identify trends, drivers, risks, and improvement opportunities
- Lead variance and performance analysis across actuals, budgets, and forecasts
- Develop sophisticated financial models and scenario analyses for strategic initiatives and investments
- Provide financial guidance and decision support for strategic initiatives, including business cases and sensitivity analyses
- Lead financial analysis and preparation for recurring business and performance reviews
- Partner with business leaders to develop and monitor financial and operational metrics
- Identify emerging trends and proactively incorporate relevant assumptions into forecasts
- Partner with Accounting and stakeholders to ensure accurate interpretation of financial results
- Identify and lead improvements to FP&A processes, models, reporting, tools, and analytical methodologies
- Develop frameworks and analytical approaches to improve consistency and quality of financial decision support
- Provide financial expertise on complex business issues and develop recommendations
- Share expertise and provide guidance to other financial analysts, supporting development of analytical capabilities without formal people management responsibility
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- 7+ years of progressive experience in financial planning and analysis, financial analysis, or related discipline, preferably in software or technology environment
- Advanced experience with budgeting, forecasting, long-range planning, financial modeling, scenario analysis, and management reporting
- Demonstrated ability to serve as 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 ability to understand operational drivers and connect them to financial outcomes
- Strong communication and presentation skills with ability to influence leaders and communicate complex financial concepts clearly
- Ability to manage multiple high-impact priorities with significant autonomy in fast-paced environment
