---
title: 'Senior Financial Data Analyst at PDI Technologies'
canonical: 'https://feeny.ai/job/senior-financial-data-analyst-pdi-technologies-alpharetta-qjz5c2x2fb8d'
type: 'job'
last_seen: '2026-09-08'
---

# Senior Financial Data Analyst at PDI Technologies

- **Company:** PDI Technologies
- **Location:** Alpharetta, GA
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-02
- **Last confirmed live:** 2026-09-08
- **Apply:** https://jobs.lever.co/pditechnologies/67d1fba5-46fa-487b-979d-71c0aafc0618

## 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 Data Analyst, you will transform financial and operational data into insights that support planning, performance management, and business decision-making. You will develop and maintain reporting, dashboards, data models, and automated analytics solutions that improve visibility into business performance and increase the efficiency of Finance processes. Working cross-functionally, you will translate complex business questions into data-driven analyses, identify trends and opportunities, and leverage automation and AI-enabled tools to strengthen reporting, forecasting, and financial insights.

## Key Responsibilities

- Analyze complex financial and operational data to identify trends, patterns, risks, and opportunities that support business and financial decision-making.
- Develop and maintain dashboards, reports, and analytics solutions that provide clear visibility into financial and operational performance.
- Partner with Finance and business stakeholders to understand reporting and analytical needs and translate them into scalable data and reporting solutions.
- Build and maintain data models, reporting logic, business rules, and data definitions that support consistent and reliable financial analysis.
- Automate recurring reporting and analytical processes to improve efficiency, accuracy, and scalability across Finance.
- Perform data validation, reconciliation, and quality analysis to ensure financial reporting is accurate, complete, and consistent across systems.
- Develop ad hoc analyses, forecasts, and scenario-based insights to support financial planning, performance reviews, and business decisions.
- Translate complex financial and operational data into clear, compelling insights and recommendations for leadership and business stakeholders.
- Identify and implement opportunities to improve Finance data, reporting processes, tools, and workflows.
- Leverage AI-enabled tools and automation to accelerate analysis, improve reporting efficiency, identify trends, and enhance financial insights.
- Evaluate emerging AI, analytics, and automation capabilities and identify practical opportunities to apply them within Finance.
- Maintain documentation for key reports, metrics, data definitions, business rules, and analytical processes.

## Qualifications

## Qualifications

- Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, Business, Information Systems, or a related field, or equivalent practical experience.
- 3+ years of experience in data analytics, financial analytics, business intelligence, FP&A analytics, or a related discipline.
- Strong experience analyzing complex financial and operational data and translating findings into actionable business insights.
- Experience developing dashboards, reporting solutions, and automated analytics using business intelligence and data visualization tools.
- Strong proficiency in Microsoft Excel and experience with SQL and data visualization or business intelligence tools.
- Experience working with financial and operational data with an understanding of key financial metrics and business performance drivers.
- Experience with data modeling, data definitions, business rules, data validation, and reporting governance.
- Demonstrated ability to improve reporting and analytical processes through automation and process improvement.
- Familiarity with AI-enabled analytics, automation, or emerging technologies used to improve reporting, forecasting, and decision support.
- Strong analytical and problem-solving skills with the ability to independently work through complex data and business questions.
- Strong communication and data storytelling skills with the ability to present complex information clearly to business stakeholders.
- Ability to independently manage complex work and multiple priorities with minimal supervision.

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
- Manages Complexity
- Decision Quality
- Tech Savvy
- 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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