Senior Financial Analyst

April 19

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PDI Technologies

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Connecting Convenience

Analytics & Insights • Managed Services • Digital Transformation • Cloud & Hosting • Machine Learning

501 - 1000

Description

• The Financial Planning & Analysis Team is responsible for overseeing PDI’s budget, forecast, long-term plan, financial analysis, reporting, and month-end close • Develop department-level and line-of-business headcount, non-headcount cost, and revenue forecasts, annual budgets, and long-term plans • Analyze and understand revenue and cost trends, identify cost saving initiatives and areas for revenue growth • Liaison with assigned functional leader to develop relevant business drivers, performance metrics, and reporting requirements • Consolidation and reporting of monthly results, develop a meaningful reporting package for the EP business • Variance research and explanations for month-end close, budget vs actuals, forecast vs actuals, year-over-year, etc. • Act as the point of contact for inquiries related to headcount and non-headcount changes and allocations • Assist in the development of the regional and product-based reporting, budgets, and forecasts • Assist in the deferred revenue forecast and reconciliation • Proactively review of financial results and take corrective actions when necessary • Owns the commissions process for in-segment Sales team

Requirements

• Bachelor’s Degree in Finance, Accounting or equivalent work experience • 2-5 years of financial analysis and accounting experience, preferably with a software-based company • Ability to balance multiple priorities and ad hoc requests • Strong analytical skills, ability to see the small & large picture, forward-looking mentality • Experience presenting complex materials in a succinct manner to drive effective decision making • Challenges “that’s the way we’ve always done it” approach • Strong written and verbal communication skills and the ability to interact with all levels of management, from individual contributors to the C-Suite • Able to handle high volume business requirements in a fast-paced work environment, a natural multitasker • Eager to learn new systems and identify/implement improvements to existing financial systems, reports, and processes • Power user in Excel and PowerPoint; building models and presentations in support of the business, required • Experience with Salesforce, NetSuite, and Adaptive Insights very helpful

Benefits

• Competitive salary • Comprehensive benefits package including health, dental, and vision coverage effective immediately • Fully flexible remote work environment to include monthly allowance • Matching Group Retirement Savings Plan • PTO effective immediately • Full access to Linked-In Learning • Quarterly self-investment allowance for personal and professional development, health and wellness, entertainment, travel, charitable giving, tech, travel, etc. • Strong culture that values authenticity, trust, curiosity, and diversity of thought