Senior Financial Analyst

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 OverviewAs 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 ResponsibilitiesManage key components of the budgeting, forecasting, and long-range planning processes, partnering with business leaders to develop accurate and supportable financial plansAnalyze financial and operational performance, including revenue, cost of sales, expenses, and other key performance indicators, to identify trends, risks, and opportunitiesPerform detailed variance analysis across actuals, budgets, and forecasts and provide clear explanations of key business drivers and changes in performanceDevelop and maintain financial models to support forecasting, scenario planning, investment decisions, strategic initiatives, and other business needsPartner with business leaders to understand financial performance, evaluate business drivers, and provide insights and recommendations that support informed decision-makingPrepare financial reporting, analysis, and materials for recurring business and performance reviews, including P&L and key metrics discussionsEvaluate complex financial and operational data and translate findings into concise, actionable insights for leadershipIdentify emerging financial risks and opportunities and incorporate relevant assumptions and insights into forecasts and business planningSupport month-end and quarter-end processes by reviewing results, validating financial performance, and partnering with Accounting and business stakeholders to understand variancesDevelop and monitor financial and operational metrics that provide visibility into business performance and support ongoing forecasting and planningIdentify opportunities to improve FP&A processes, reporting, financial models, and analytical tools to increase efficiency, accuracy, and scalabilitySupport strategic initiatives and ad hoc analyses, including business cases, scenario modeling, and other financial evaluations as neededQualificationsBachelor’s degree in Finance, Accounting, Economics, Business, or a related field5+ years of progressive experience in financial planning and analysis, financial analysis, or a related discipline, preferably within a software or technology environmentStrong experience with budgeting, forecasting, financial modeling, variance analysis, and management reportingDemonstrated ability to analyze complex financial and operational data and translate findings into meaningful business insights and recommendationsStrong understanding of financial statements, business drivers, and key financial and operational metricsAdvanced proficiency in Microsoft Excel and experience developing financial models and analytical toolsProficiency in Microsoft PowerPoint with the ability to communicate financial information clearly to business and leadership audiencesExperience working with financial planning, ERP, reporting, or business intelligence systemsStrong problem-solving and analytical skills with a high degree of accuracy and attention to detailAbility to independently manage multiple priorities and deliver high-quality work in a fast-paced environmentStrong communication and business partnership skills with the ability to work effectively across functions and with leadersApplicants 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 CompetenciesBusiness InsightDecision QualityPlans and AlignsCollaboratesDrives ResultsPDI 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. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.