DLS Discovery, LLC logo
DLS Discovery, LLC

The DLS Discovery Legal team provides leading e-Discovery and legal support services.

Senior Financial Planning and Analysis Analyst

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 51-200Since 2018H1B No SponsorCompany SiteLinkedIn

Location

India

Posted

1 day ago

Salary

0

Seniority

Senior

Bachelor Degree4 yrs expEnglishOraclePandasPythonSQL

Job Description

Senior Financial Planning and Analysis Analyst

DLS Discovery, LLC

• Design and build Oracle → Pigment data pipelines that are clean, automated, and reconciled daily. • Own data integrity across Oracle, Pigment, and Salesforce; catch discrepancies before the US team's morning. • Automate manual report pulls (SSRS AR reports, collections reports, close checklists). • Co-build all six Claude agents: Close, Rolling Forecast, Variance+Commentary, Strategy+Scenario, Investor Reporting, Collections Intelligence. • Own the data feeds each agent reads; if the data is wrong, the agent is wrong. • Once agents are live: operate, monitor, validate outputs, and continuously improve prompt quality and accuracy. • End-to-end ownership of actuals ingest, model update, reforecast, sensitivity, and assumptions memo. • Monthly production of EBITDA Bridge with waterfall, variance commentary, and distribution to the CFO. • Monthly update of full-year forecast, refreshed assumptions, drift flagged, distributed to ELT. • Scenario modeling: acquisition, pricing change, headcount, DSO improvement; P&L impact plus sensitivity range. • ROI modeling for major decisions (India build, Pigment, BI tooling, and other infrastructure replacements). • Quarterly comparison of KLD vs. PE-backed peers at $300M+ on close cycle, DSO, EBITDA margin, and headcount ratio. • One-page financial impact write-ups for key decisions, written to go directly to the CFO and ELT as-is. • Define scorecards by group (Collections, Analysts, FP&A, Sales Ops) with baseline, target, and measurement. • Identify patterns in the data the US team hasn't seen, and surface them unprompted. • Financial analysis, scenario tables, and recommendation summaries for executive meetings.

Job Requirements

  • Four to six years building integrated three-statement models in FP&A, consulting, banking, or PE; must be able to build from a blank sheet.
  • Expert Excel across dynamic models with scenario toggles, sensitivity tables, named ranges, and zero hardcoded assumptions.
  • Experience building PE-grade deliverables (EBITDA bridges, rolling forecasts, investor packages, scenario memos) in live contexts.
  • Pigment, Adaptive, Anaplan, or similar is non-negotiable; you will administer the platform from day one.
  • Python (pandas, requests, API calls) to build and maintain data pipelines without IT assistance.
  • SQL to query Oracle at GL level, validate data, and build reconciliation logic.
  • REST API experience reading and writing via API (Pigment API and Claude API).
  • LLM API familiarity with the ability to co-build AI agents, write system prompts, and validate outputs.
  • Ability to translate complex financial analysis into a crisp one-page executive narrative.
  • Experience working directly with CFO- or PE-sponsor-level leadership on financial analysis.
  • Comfort operating in ambiguity: build the model when the inputs aren't clean and the question is still forming. PE-backed company experience or direct exposure to PE exit processes is a strong plus.
  • Exceptional written English; strategy memos are read by CFO, ELT, and PE sponsors without editing.
  • Self-directed: identifies what needs building and builds it without a task list. Mentors the Financial Model Analyst and FP&A Data Engineer on modeling standards and output quality.
  • MBA from a top institution is preferred but not required if experience speaks for itself.

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
  • India compensation is based upon the local competitive market

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