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PDI Technologies empowers convenience retail and petroleum brands with cutting-edge technology solutions, including the GasBuddy mobile application. The company connects businesses globally through loyalty programs, shopper insights, and real-time market intelligence.
As a Senior Financial Analyst, you will serve as a trusted financial partner to business leaders, delivering financial analysis, forecasting, and insights that support business performance and strategic 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.
Key responsibilities include:
- Manage budgeting, forecasting, and long-range planning processes in partnership with business leaders to develop accurate financial plans
- Analyze financial and operational performance across revenue, cost of sales, expenses, and KPIs to identify trends, risks, and opportunities
- Perform detailed variance analysis and provide clear explanations of business drivers and performance changes
- Develop and maintain financial models supporting forecasting, scenario planning, investment decisions, and strategic initiatives
- Partner with business leaders to understand financial performance and provide insights and recommendations for informed decision-making
- Prepare financial reporting, analysis, and materials for recurring business and performance reviews
- 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 into forecasts
- Support month-end and quarter-end processes by reviewing results and partnering with Accounting and business stakeholders
- Develop and monitor financial and operational metrics providing visibility into business performance
- Identify opportunities to improve FP&A processes, reporting, financial models, and analytical tools
- Support strategic initiatives and ad hoc analyses including business cases and scenario modeling
Key behavioral competencies include Business Insight, Decision Quality, Plans and Aligns, Collaborates, and Drives Results.
REQUIREMENTS:
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- 5+ years of progressive experience in financial planning and analysis, financial analysis, or related discipline, preferably in 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 with experience developing financial models and analytical tools
- Proficiency in Microsoft PowerPoint with 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 high degree of accuracy and attention to detail
- Ability to independently manage multiple priorities and deliver high-quality work in fast-paced environment
- Strong communication and business partnership skills with ability to work effectively across functions and with leaders
- Must be legally authorized to work in the United States without employer sponsorship