Full-Time

Sr. Financial Analyst

Confirmed live in the last 24 hours

PDI Technologies

PDI Technologies

1,001-5,000 employees

Provides payment solutions and loyalty programs

No salary listed

Mid, Senior

Alpharetta, GA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Excel/Numbers/Sheets
Financial Modeling
Requirements
  • 3-5 years of financial analysis and accounting experience, preferably with a software-based company
  • Accustomed to and interested in working in a fast-paced environment
  • 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
  • Strong professional communications skills
Responsibilities
  • Analyze current and past trends in key performance indicators including revenue, cost of sales, and expenses
  • 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
Desired Qualifications
  • Bachelor’s degree in Finance or Accounting, or equivalent work experience
  • Software or technology industry experience preferred

PDI Technologies provides payment solutions, loyalty programs, and shopper insights tailored for retail and convenience businesses. Their software helps streamline operations and enhance customer engagement, allowing businesses to connect more effectively with their customers. PDI's products work by integrating data analytics to offer insights that inform decision-making, ultimately driving profitability and customer loyalty. Unlike many competitors, PDI focuses specifically on the retail and petroleum wholesale markets, offering industry-specific solutions that cater to the unique needs of convenience stores, restaurants, and petroleum wholesalers. The company's goal is to help clients increase profits while ensuring data security and operational efficiency.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Alpharetta, Georgia

Founded

1983

Simplify Jobs

Simplify's Take

What believers are saying

  • PDI's strategic acquisitions expand its market reach and technology suite.
  • Integration with ValidiFI streamlines pay-by-bank enrollments, enhancing consumer choice.
  • GasBuddy, a PDI company, provides valuable insights into gas price factors.

What critics are saying

  • Increased competition from fintech startups could erode PDI's market share.
  • Rapid adoption of digital wallets may outpace PDI's current technology offerings.
  • Consumer privacy concerns could impact PDI's data-driven business model.

What makes PDI Technologies unique

  • PDI Technologies offers industry-specific solutions for retail and petroleum wholesale markets.
  • The company leverages over 40 years of experience in payment and loyalty solutions.
  • PDI's acquisition of P97 Networks enhances its digital engagement capabilities.

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Benefits

Flexible Work Hours

Unlimited Paid Time Off

Professional Development Budget

Company News

GlobeNewswire
Apr 1st, 2025
PDI Technologies Acquires P97 Networks

PDI Technologies has acquired P97 Networks, a mobile commerce and digital marketing platform provider. P97's platform, used by major fuel brands like CITGO, ExxonMobil, and Shell, enhances digital engagement in the convenience retail and fuel markets. PDI plans to expand P97's capabilities, including payment solutions for connected devices. This acquisition follows PDI's recent acquisitions of Nuspire and Comdata Merchant Solutions, further growing its market reach and technology suite.

Morningstar
Mar 6th, 2025
PDI Technologies Presents "The Retail Marketeers European Female Leaders in Convenience Awards"

PDI Technologies presents "The Retail Marketeers European Female Leaders in Convenience Awards"

PYMNTS
Jan 28th, 2025
Bank Account Intelligence: The New Frontier In Credit Decisioning

A bank account represents a direct connection to a business or consumer’s daily financial life. It holds all manner of data points that give lenders and payment service providers the information they need to improve their decision making, ward off would-be fraudsters and inform credit underwriting. Call it “bank account intelligence.” As ValidiFI CEO John Gordon told Karen Webster in an interview, the granular details that give insight into an account’s behavior and payment performance are critical in improving the financial ecosystem at large as enterprises are better informed about attractive customer behavior that speeds approvals — and gets to more positive outcomes in the process

PYMNTS
Dec 5th, 2024
Digifi Adds Validifi’S Credit Risk Solutions To Automated Digital Lending Platform

ValidiFI and DigiFi have partnered to provide lenders with automated, streamlined credit decisioning. In a new strategic integration, ValidiFI’s credit risk solutions will be added to DigiFi’s automated digital lending platform, the companies said in a Wednesday (Dec. 4) press release. “We are excited to add ValidiFI as a valuable partner to our platform,” DigiFi CEO and Co-Founder Joshua Jersey said in the release. “With this addition, our clients will gain access to credit risk solutions that provide a comprehensive view of creditworthiness, enabling more predictive, automated decisions.”

PR Newswire
Nov 20th, 2024
Validifi Selected By Pdi Technologies To Streamline Pay-By-Bank Enrollments With Consumer Choice

Collaboration enables real-time bank account enrollment for consumers to pay at convenience and wholesale petroleum retailers. ALPHARETTA, Ga., Nov. 20, 2024 /PRNewswire/ -- ValidiFI, Inc., the leading provider of predictive bank account and payment intelligence, is thrilled to announce a strategic technology integration with PDI Technologies, a global leader in the convenience retail and petroleum wholesale ecosystem, to offer real-time bank account validation within its consumer enrollment process for the PDI Payments solutions. The integration will also include GasBuddy, a PDI company. GasBuddy is the leading fuel savings platform saving North American drivers and consumers money on gas and more every day. Selecting ValidiFI as the preferred provider for bank account validation empowers consumers to choose how they enroll their bank account – using their online banking credentials or manually entering bank account information