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
- Manage key components of the budgeting, forecasting, and long-range planning processes, partnering with business leaders to develop accurate and supportable financial plans.
- Analyze financial and operational performance, including revenue, cost of sales, expenses, and other key performance indicators, to identify trends, risks, and opportunities.
- Perform detailed variance analysis across actuals, budgets, and forecasts and provide clear explanations of key business drivers and changes in performance.
- Develop and maintain financial models to support forecasting, scenario planning, investment decisions, strategic initiatives, and other business needs.
- Partner with business leaders to understand financial performance, evaluate business drivers, and provide insights and recommendations that support informed decision-making.
- Prepare financial reporting, analysis, and materials for recurring business and performance reviews, including P&L and key metrics discussions.
- 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 and insights into forecasts and business planning.
- Support month-end and quarter-end processes by reviewing results, validating financial performance, and partnering with Accounting and business stakeholders to understand variances.
- Develop and monitor financial and operational metrics that provide visibility into business performance and support ongoing forecasting and planning.
- Identify opportunities to improve FP&A processes, reporting, financial models, and analytical tools to increase efficiency, accuracy, and scalability.
- Support strategic initiatives and ad hoc analyses, including business cases, scenario modeling, and other financial evaluations as needed.
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.
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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.
Skills
As published by lever · 15 questions · 8 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Twitter URL, GitHub URL, Portfolio URL, Other website
Pick from a list (7)
- Are you currently authorized to work in the United States for any employer?
- If yes, do you now or will you in the future require sponsorship for employment visa status (e.g., H-1B visa, transfer, etc.) to work with our company? optional
- Have you previously worked for PDI Technologies or any company that has since been acquired by PDI? optional
- Are you currently employed by PDI Technologies or any company that has since been acquired by PDI? optional
- Were you referred to this position by a current PDI Technologies employee?
- Do you have a Bachelor’s degree in Finance, Accounting, or related field
- Do you have an MBA or CPA?
Written answers (8)
- If yes, please provide their name. optional
- What is your target total compensation (OTE)? Please include: Your desired base salary range (annual, in USD — e.g., $XX,000–$XXX,000).
- Walk me through a recent budgeting or forecasting cycle you owned end-to-end. What inputs did you gather, how did you build the model, and how did you present the results to leadership?
- Tell me about a time you identified and explained a material variance. How did you validate the drivers, and what recommendation did you make?
- Describe the most advanced Excel model you’ve built for financial analysis or KPI reporting (revenue, cost of sales, expenses). What techniques did you use (e.g., pivots, Power Query, scenario/sensitivity), and how was it used?
- What ERP and planning tools have you used (NetSuite, Adaptive, or similar), and what were you personally responsible for in those systems (reporting, forecasting, close support, reconciliations)?
- Share an example of an analysis or model you owned that influenced a business decision with cross-functional partners. What was the decision, how did you translate the financial story for non-finance stakeholders, and what was the outcome?
- If you’ve used SQL or managed data for reporting, describe how you’ve pulled/validated data and improved reporting accuracy or efficiency.