Senior Financial Data Analyst

Socket.dev; Alpharetta (GA); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work model

Professional development opportunities

Competitive salary and benefits

Job summary

PDI Technologies is recruiting a Senior Financial Data Analyst to transform financial and operational data into insights that inform planning and decision-making. You will design dashboards, data models, and automated analytics to improve reporting and forecasting across Finance.

As part of a global team, you will collaborate with Finance and business stakeholders, develop scalable solutions, and leverage AI-enabled tools to drive efficiency and accuracy in financial insights.

Qualifications

• 3+ years in data analytics, financial analytics, BI, FP&A analytics, or related discipline.
• Strong experience analyzing complex financial and operational data and translating findings into actionable insights.
• Experience developing dashboards, reports, and automated analytics.
• Proficient in Excel and SQL; familiar with data visualization/BI tools.
• Familiarity with AI-enabled analytics, automation, or emerging tech in reporting/forecasting.

Responsibilities

• Analyze complex financial and operational data to identify trends, patterns, risks, and opportunities.
• Develop and maintain dashboards, reports, and analytics solutions for visibility into performance.
• Partner with Finance and stakeholders to translate needs into scalable data and reporting solutions.
• Build and maintain data models, business rules, and data definitions for reliable analysis.
• Automate recurring reporting to improve efficiency and accuracy across Finance.
• Perform data validation and reconciliation to ensure accurate reporting across systems.
• Develop ad hoc analyses, forecasts, and scenario-based insights for planning.

Skills

Analytical thinking

Data storytelling

Communication

Prioritization

Problem solving

Education

Bachelor's degree in Finance, Accounting, Economics, Data Analytics, Business, Information Systems, or related field

Tools

SQL

Excel

BI visualization tools

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

• 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.