Senior Financial Data Analyst: AI-Driven Insights

PDI Technologies; Alpharetta (GA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Hybrid work arrangement

Professional development perks

Job summary

PDI Technologies, a leader in technology solutions for convenience retail and petroleum brands, seeks a Senior Financial Data Analyst in Alpharetta, GA. You will transform financial and operational data into insights, develop dashboards, data models, and automated analytics to support planning and decision-making.

You will partner with Finance and stakeholders to translate complex questions into scalable data solutions, build robust reporting governance, and leverage automation to improve

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or related field.
• 3+ years of experience in data analytics, FP&A analytics, BI, or related discipline.
• Strong experience analyzing complex financial and operational data.
• Experience developing dashboards and automated analytics using BI tools.
• Proficiency in Microsoft Excel and SQL; experience with BI tools.

Responsibilities

• Analyze complex financial and operational data to identify trends and opportunities for decision making.
• Develop and maintain dashboards, reports, and analytics solutions for visibility into performance.
• Partner with Finance and stakeholders to translate needs into scalable data solutions.
• Build data models, reporting logic, and data definitions for reliable analysis.
• Automate recurring reporting to improve efficiency and accuracy across Finance.
• Perform data validation and reconciliation across systems.
• Develop ad hoc analyses, forecasts, and scenario-based insights for planning and reviews.
• Translate complex data into clear insights and recommendations for leadership.
• Identify opportunities to improve Finance data, reporting processes, tools, and workflows.
• Leverage AI-enabled tools to accelerate analysis and forecasting.
• Maintain documentation for key reports and data definitions.

Skills

Advanced Excel

SQL

Data visualization

Data storytelling

Analytical thinking

Education

Bachelor's degree in Finance/Accounting/Economics/Data Analytics

Tools

Power BI

Tableau

Job description

PDI Technologies, a leader in technology solutions for convenience retail and petroleum brands, seeks a Senior Financial Data Analyst in Alpharetta, GA. You will transform financial and operational data into insights, develop dashboards, data models, and automated analytics to support planning and decision-making.

You will partner with Finance and stakeholders to translate complex questions into scalable data solutions, build robust reporting governance, and leverage automation to improve