PDI is seeking a Senior Financial Analyst to join the Finance and Accounting Team located in Alpharetta, GA. The successful candidate will be a key player in generating, managing, and presenting actionable financial information and reports to leadership. This individual will spearhead the Company’s monthly financial forecast, annual budgeting process, operating plan variance analysis, potential acquisition evaluations as well as other special projects.
\n- Bachelor’s degree in Finance or Accounting, or equivalent work experience
- 3-5 years of financial analysis and accounting experience, preferably with a software-based company
- Proficiency in Microsoft Excel & PowerPoint
- Detail-oriented and ability to follow through on tasks
- Ability to manage multiple high priority deliverables while delivering high-quality work product
- Team player with a willingness to collaborate
- Strong financial, problem-solving, and analytical skills
- Accustomed to and interested in working in a fast-paced environment
- Strong professional communications skills
- Analyze current and past trends in key performance indicators including revenue, cost of sales, expenses and capital expenditures
- Explain financial variances in month-end close, budget vs actuals, and forecast vs actuals
- Evaluate complex financial information and reports to provide accurate and timely financial recommendations to leadership for decision-making purposes
- Oversee and manage the continued development of the budgeting, financial forecasting, and operating performance review processes
- Prepare materials and participate in weekly/monthly P&L and Metrics review calls
- Develop financial models and analyses to support strategic initiatives
- Support corporate development initiatives
- As well as other ad hoc projects
- Comprehensive benefits package including health, dental, and vision coverage effective immediately
- Fully flexible remote work environment
- Matching Group Retirement Savings Plan
- PTO effective immediately
- 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
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.
Our Commitment to Diversity, Inclusion & Belonging
At PDI Technologies, diversity is embraced. 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.