Senior Financial Data Analytics Lead — AI, Automation

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

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.