Senior Financial Analyst

Location: US Remote, Alpharetta, GA preferred 

PDI Technologies, Inc. resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with their customers.

Overview:

The Financial Planning & Analysis Team is responsible for overseeing PDI’s budget, forecast, long-term plan, financial analysis, reporting, and month-end close. This role will operate as a business partner, working closely with functional leaders in the Enterprise Productivity line-of-business.  We think of ourselves as problem-solvers; we come up with a solution, but the solution isn’t real until it’s built and delivered.

What You’ll Do:

• In concert with the functional leaders, develop department-level and line-of-business headcount, non-headcount cost, and revenue forecasts, annual budgets, and long-term plans
• Analyze and understand revenue and cost trends, identify cost saving initiatives and areas for revenue growth
• Liaison with assigned functional leader to develop relevant business drivers, performance metrics, and reporting requirements
• Consolidation and reporting of monthly results, develop a meaningful reporting package for the EP business
• Variance research and explanations for month-end close, budget vs actuals, forecast vs actuals, year-over-year, etc. 
• Act as the point of contact for inquiries related to headcount and non-headcount changes and allocations
• Assist in the development of the regional and product-based reporting, budgets, and forecasts
• Assist in the deferred revenue forecast and reconciliation
• Proactively review of financial results and take corrective actions when necessary
• Owns the commissions process for in-segment Sales team

What You Need:

• Bachelor’s Degree in Finance, Accounting or equivalent work experience
• 2-5 years of financial analysis and accounting experience, preferably with a software-based company
• Ability to balance multiple priorities and ad hoc requests
• Strong analytical skills, ability to see the small & large picture, forward-looking mentality
• Experience presenting complex materials in a succinct manner to drive effective decision making
• Self-starter, who can work equally well solo and as part of a great team (and in-office or remote)
• Challenges “that’s the way we’ve always done it” approach
• Strong written and verbal communication skills and the ability to interact with all levels of management, from individual contributors to the C-Suite
• Able to handle high volume business requirements in a fast-paced work environment, a natural multitasker
• Eager to learn new systems and identify/implement improvements to existing financial systems, reports, and processes
• Power user in Excel and PowerPoint; building models and presentations in support of the business, required
• Experience with Salesforce, NetSuite, and Adaptive Insights very helpful

Why PDI?

We offer:

• Competitive salary
• Comprehensive benefits package including health, dental, and vision coverage effective immediately
• Fully flexible remote work environment to include monthly allowance
• Matching Group Retirement Savings Plan
• PTO effective immediately  
• Full access to Linked-In Learning
• Quarterly self-investment allowance for personal and professional development, health and wellness, entertainment, travel, charitable giving, tech, travel, etc.
• Strong culture that values authenticity, trust, curiosity, and diversity of thought

Our Commitment to Diversity, Inclusion & Belonging 

At PDI Technologies, we are committed to cultivating an environment that is safe, welcoming, and inclusive for all individuals. PDI Technologies is an Equal Opportunity Employer. We agree not to discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.