Senior FP&A Analyst — Strategic Forecasting

PDI Technologies; Alpharetta (GA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

Competitive salary

Quarterly perks program

Good work-life balance

Job summary

PDI Technologies in Alpharetta, GA, seeks a Senior Financial Analyst to partner with leaders, deliver forecasts, and build models to drive growth and efficiency.

You will own budgeting, variance analysis, and performance reporting across revenue, costs, and KPIs, translating data into actionable insights for strategic decisions. Hybrid work and collaboration across functions are essential for success.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 5+ years of FP&A, financial analysis, or related experience, preferably within software/technology environments.
• Strong budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Translate complex data into actionable business insights for decision making.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience with ERP, reporting, or business intelligence systems.
• Excellent communication and cross-functional collaboration.
• Authorized to work in the United States without visa sponsorship.

Responsibilities

• Lead budgeting, forecasting, and long-range planning with business leaders.
• Analyze revenue, cost of sales, expenses, and KPIs to identify trends and risks.
• Perform variance analysis across actuals, budgets, and forecasts with clear explanations.
• Develop and maintain financial models to support forecasting and scenario planning.
• Partner with leaders to understand drivers and provide actionable insights.
• Prepare P&L and performance materials for recurring reviews.
• Support month-end and quarter-end closes with variance understanding.
• Identify opportunities to improve FP&A processes and tools.
• Contribute to strategic initiatives and ad hoc analyses as needed.

Skills

Financial Analysis

Budgeting & Forecasting

Financial Modeling

Variance Analysis

Management Reporting

Excel

Cross-functional Collaboration

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or related field

Tools

Excel

PowerPoint

ERP systems

BI tools

Job description

PDI Technologies in Alpharetta, GA, seeks a Senior Financial Analyst to partner with leaders, deliver forecasts, and build models to drive growth and efficiency.

You will own budgeting, variance analysis, and performance reporting across revenue, costs, and KPIs, translating data into actionable insights for strategic decisions. Hybrid work and collaboration across functions are essential for success.