Financial Planning and Analysis Engineer

DLS Discovery, LLC

Financial Planning and Analysis Engineer at KLDiscovery managing Oracle-to-Pigment data pipeline. Designing AI agents with a focus on data integrity and financial modeling for company leadership.

Posted 6/23/2026full-timeRemote • 🇮🇳 IndiaMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

ETLFlashOraclePandasPythonSQL

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Oracle EPMOracle FCCSfinancial ETLPythonSQLREST APIGitExcel financial modelingprompt engineering3-statement model

Soft Skills

ability to write system promptsdesign agent workflowstest outputs