---
title: 'Senior Financial Analyst at PDI Technologies'
canonical: 'https://feeny.ai/job/senior-financial-analyst-pdi-technologies-alpharetta-vb6e2b1hfmw3'
type: 'job'
last_seen: '2026-09-08'
---

# Senior Financial Analyst at PDI Technologies

- **Company:** PDI Technologies
- **Location:** Alpharetta, GA
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-03
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.lever.co/pditechnologies/fdaa331c-9348-423e-b44c-936b43a937a9

## 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 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.

- 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.

## 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)

## Other roles at PDI Technologies

- [DevOps Engineer II](https://feeny.ai/job/devops-engineer-ii-pdi-technologies-hyderabad-kyjb6v2a74p0) — Hyderabad, India
- [Senior Manager, Revenue Generation Marketing](https://feeny.ai/job/senior-manager-revenue-generation-marketing-pdi-technologies-alpharetta-j5hkn5q3p1bw) — Alpharetta, GA
- [Finance Manager](https://feeny.ai/job/finance-manager-pdi-technologies-alpharetta-7qah4f5svpzr) — Alpharetta, GA
- [Test Automation Engineer II](https://feeny.ai/job/test-automation-engineer-ii-pdi-technologies-bengaluru-xbmdkyqd80zg) — Bengaluru, India
- [Software Engineer III](https://feeny.ai/job/software-engineer-iii-pdi-technologies-temple-hhxsqgbme18d) — Temple, TX
- [Software Engineer II](https://feeny.ai/job/software-engineer-ii-pdi-technologies-temple-mtxaaryvm6kx) — Temple, TX
- [Senior Financial Data Analyst](https://feeny.ai/job/senior-financial-data-analyst-pdi-technologies-alpharetta-qjz5c2x2fb8d) — Alpharetta, GA
- [Principal Technology Sourcing](https://feeny.ai/job/principal-technology-sourcing-pdi-technologies-alpharetta-4pv0fbwxexdf) — Alpharetta, GA
- [Test Automation Engineer III](https://feeny.ai/job/test-automation-engineer-iii-pdi-technologies-chennai-8t04tdehfjxm) — Chennai, India
- [Software Engineer II](https://feeny.ai/job/software-engineer-ii-pdi-technologies-hyderabad-pfe9tzkwwp45) — Hyderabad, India