---
title: 'Finance Manager at PDI Technologies'
canonical: 'https://feeny.ai/job/finance-manager-pdi-technologies-alpharetta-7qah4f5svpzr'
type: 'job'
last_seen: '2026-09-08'
---

# Finance Manager at PDI Technologies

- **Company:** PDI Technologies
- **Location:** Alpharetta, GA
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-04
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.lever.co/pditechnologies/e9525a9b-27a0-49c4-ad86-91de8bbdd51a

## Job description

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 Financial Manager, you will serve as a senior financial advisor and subject matter expert, providing advanced financial analysis, strategic insights, and decision support to business leaders. You will lead complex planning, forecasting, modeling, and performance analysis, translating financial and operational data into recommendations that influence business priorities and outcomes. As a senior individual contributor, you will work with a high degree of autonomy, partner with leaders on complex business decisions, and help advance FP&A processes, tools, and analytical capabilities across the organization.

## Key Responsibilities

- Lead complex budgeting, forecasting, and long-range planning activities, partnering with business leaders to develop financial plans aligned with business objectives.
- Serve as a trusted financial advisor to business leaders, providing insights and recommendations on performance, investments, resource allocation, risks, and opportunities.
- Analyze financial and operational performance to identify trends, underlying business drivers, emerging risks, and opportunities for improved performance.
- Lead complex variance and performance analysis across actuals, budgets, and forecasts and translate findings into actionable recommendations for leadership.
- Develop sophisticated financial models and scenario analyses to evaluate strategic initiatives, investments, business opportunities, and changes in operating assumptions.
- Provide financial guidance and decision support for strategic initiatives, including development of business cases, sensitivity analyses, and evaluation of financial impacts and tradeoffs.
- Lead financial analysis and preparation for recurring business and performance reviews, ensuring leaders have clear visibility into results, outlook, risks, and opportunities.
- Partner with business leaders to develop and monitor financial and operational metrics that improve understanding of business performance and inform decision-making.
- Identify emerging trends and changes in business performance and proactively incorporate relevant assumptions into forecasts and planning.
- Partner with Accounting and other stakeholders to ensure accurate interpretation of financial results and alignment between actual performance and forward-looking forecasts.
- Identify and lead improvements to FP&A processes, models, reporting, tools, and analytical methodologies to improve efficiency, accuracy, scalability, and business insight.
- Develop frameworks and analytical approaches that can be leveraged across FP&A to improve consistency and quality of financial decision support.
- Provide financial expertise on complex or ambiguous business issues and develop recommendations where established approaches may not exist.
- Share expertise and provide guidance to other financial analysts, supporting development of analytical capabilities and best practices without formal people management responsibility.

## Qualifications

- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 7+ years of progressive experience in financial planning and analysis, financial analysis, or a related discipline, preferably within a software or technology environment.
- Advanced experience with budgeting, forecasting, long-range planning, financial modeling, scenario analysis, and management reporting.
- Demonstrated ability to serve as a financial advisor to business leaders and translate complex financial and operational information into actionable recommendations.
- Strong understanding of financial statements, business drivers, financial performance metrics, and operational KPIs.
- Advanced financial modeling and analytical skills with experience evaluating complex business decisions, investments, risks, and opportunities.
- Advanced proficiency in Microsoft Excel and strong proficiency in Microsoft PowerPoint.
- Experience with financial planning, ERP, reporting, or business intelligence systems.
- Demonstrated ability to independently lead complex initiatives and solve ambiguous financial and business problems.
- Strong business acumen with the ability to understand operational drivers and connect them to financial outcomes.
- Strong communication and presentation skills with the ability to influence leaders and communicate complex financial concepts clearly.
- Ability to manage multiple high-impact priorities with significant autonomy in a fast-paced environment.

Behavioral Competencies

- Business Insight
- Strategic Mindset
- Decision Quality
- Manages Complexity
- 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.

## About PDI Technologies

## Company Overview
- **One-liner**: PDI Technologies provides enterprise software and payments solutions that power the convenience retail and petroleum wholesale ecosystem globally.
- **Entity Type**: Private (acquired by Luminate Capital in 2015, with strategic investment from TA Associates)
- **Headquarters**: Alpharetta, Georgia, United States
- **Founded**: 1983
- **Founders**: Greg Gilkerson

## Core Business
- Primary industry/industries: Convenience retail & petroleum wholesale software, payments, data analytics, and cybersecurity.
- Target customers: B2B – fuel wholesalers, convenience store chains, and petroleum retailers of all sizes (SMB to enterprise).
- Mission or purpose statement: “Connecting Convenience” – helping businesses modernize operations, converge systems, and deliver exceptional customer experiences.

## Products & Services
- **PDI Enterprise (ERP)**: Comprehensive enterprise resource planning for convenience retail and petroleum wholesale, covering accounting, inventory, supply chain, and back-office operations.
- **PDI Logistics**: Fuel supply chain management and distribution optimization.
- **PDI Loyalty & Marketing Cloud**: Customer loyalty programs, coalition marketing, and real-time promotions.
- **PDI Payments**: Secure payment processing solutions for in-store and fuel transactions.
- **PDI Security & Cybersecurity**: Managed security services and data protection for retail networks.
- **PDI Analytics Cloud**: Data and insight solutions for business intelligence and consumer behavior analysis.
- **PDIQ (AI Platform)**: Embedded AI into trusted workflows to accelerate decision-making and innovation.
- **Fuel Pricing Software**: Dynamic pricing and competitor analysis for fuel retailers.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (private company).
- **Key Metric**: Annual revenue of approximately $112 M (LinkedIn estimate) – or **Total Funding**: Not disclosed beyond early private equity rounds (Luminate Capital, TA Associates).
- **Notable Investors/Partners**: Luminate Capital (acquirer in 2015), TA Associates (growth investment in 2017).
- **Growth Signals**:
  - Headcount: 1,419 employees (+1.0% YoY) per LinkedIn; another source (Built In) reports 1,905 total employees – conflicting reports.
  - Operates in 7 countries (including Austria, Thailand, Slovakia, New Zealand, United Kingdom) with workforce across 26 countries.
  - Serves over 200,000 convenience and petroleum wholesale sites in more than 60 countries.
  - Released 2024 ESG Report, highlighting sustainability commitments.

## Competitive Advantages
- **40+ years of domain expertise** in the convenience retail and petroleum wholesale vertical.
- **End-to-end ecosystem**: ERP, logistics, loyalty, payments, analytics, and cybersecurity – all integrated.
- **Large, sticky customer base** with high switching costs due to deep operational integration.
- **AI-first innovation** through the PDIQ platform, embedding intelligence into existing workflows.
- **Global reach** with localized support across North America, EMEA, and APAC.

## Strategic Focus
- **AI & Automation**: Expanding PDIQ to embed AI across all product lines to improve productivity and decision-making.
- **Sustainability**: Helping customers meet environmental goals while advancing own ESG metrics.
- **Cloud & SaaS Migration**: Continuing to shift legacy on-premise solutions to modern cloud/SaaS platforms.
- **Global Expansion**: Growing presence in Europe, Asia, and other regions outside the core U.S. market.

## Why Work Here
- **Culture**: Values-driven environment emphasizing integrity, curiosity, adaptability, courage, collaboration, and accountability.
- **Work Model**: Hybrid and fully remote options available; Alpharetta HQ serves as a central hub.
- **Benefits**: Competitive salary, health coverage, retirement plans, paid time off, quarterly perks, and flexible work arrangements.
- **Growth**: Continuous learning opportunities, professional certifications, leadership development, and internal mobility.
- **Diversity & Inclusion**: Committed to building a diverse workforce and fostering an inclusive culture.
- **Engineering Culture**: Tech roles span application development, backend systems, data management, cybersecurity, and cloud infrastructure; coding challenges may be part of interviews.

## Sources
1. [LinkedIn – PDI Technologies](https://linkedin.com/company/pdi-technologies)
2. [PDI Technologies – Our Story](https://pditechnologies.com/our-story/)
3. [PDI Technologies – Careers](https://pditechnologies.com/careers/)
4. [Built In – PDI Technologies](https://builtin.com/company/pdi-technologies)

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