The DLS Discovery Legal team provides leading e-Discovery and legal support services.
Financial Planning and Analysis Engineer
Location
India
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Financial Planning and Analysis Engineer
DLS Discovery, LLC
• Oracle EPM → Pigment/Adaptive data pipeline: design, build, maintain, and monitor all data flows — reconciling daily • Data integrity: daily checks between Oracle, Pigment, and Salesforce — discrepancies resolved before the US team's morning • Claude AI agent co-development with US FP&A Team (US): • Close Acceleration Agent: auto-load FCCS actuals, assemble flash P&L, generate BvA commentary draft • Rolling Forecast Agent: actuals ingest, model update, reforecast, sensitivity scenarios — fully automated monthly • Variance + Commentary Agent: flag variances, pull context, route to named owners for review • Investor Reporting Agent: pull from Pigment, format Investor Package, generate KPI scorecard • Collections Intelligence Agent: rank AR accounts by priority, generate Monday roll for Molly's team • Pigment/Adaptive administration: user access, model versioning, data refresh scheduling, API connections • Chart of accounts standardization and maintenance across Oracle, Pigment, and SF • SSRS automation: auto-schedule the AR reports currently pulled by hand every Monday — eliminate 60-90 min of manual work • Agent monitoring: ensure all agents are running, data feeds are clean, and outputs are accurate
Job Requirements
- 3+ years with Oracle EPM, Oracle FCCS, or equivalent GL/planning systems
- Hands-on financial ETL experience — extract, transform, load in a finance context
- Python (pandas, requests, API calls) - build and maintain data pipelines independently
- SQL — query Oracle at GL level, validate data, build reconciliation checks
- REST API — read/write via API (Pigment API and Claude API are the primary targets)
- Git — all agent code maintained in shared repo with US team
- Familiarity with LLM APIs (Claude, OpenAI, or equivalent)
- Ability to write system prompts, design agent workflows, and test outputs
- Prompt engineering and structured output design (JSON) is a strong plus
- Expert-level Excel financial modeling — P&L, balance sheet, cash flow, variance analysis — non-negotiable
- Able to build a 3-statement model from scratch without a template; understands the mechanics, not just the formulas
- Experience producing PE-grade financial deliverables: EBITDA bridges, rolling forecasts, variance packages
- PE-backed or high-growth finance environment — strong plus
Benefits
- Paid time off, that offers various time off options to help employees maintain a work-life balance, such as Casual, Earned, Sick, Special Leave, and Holidays
- Ongoing learning and development, a focus on continuous professional development through various training and education reimbursement programs
- A diverse and inclusive workplace where we all learn, grow, and achieve the greatest heights…together
- A surrounding team of mission-driven individuals who genuinely love what they do
- Free, fun, interactive and incentivized global wellness program that promotes the wellbeing of our employees
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