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 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

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.