Financial Planning and Analysis Analyst

DLS Discovery, LLC

Core FP&A role at KLD managing financial models and reporting packages for the US Finance team. Overseeing financial quality and precision with key deliverables each morning.

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

Tech Stack

Tools & technologies

OracleTableau

About the role

Key responsibilities & impact

This is the core FP&A execution role.
Own the financial models, reporting packages, and close operations that the US Finance team currently builds manually.
Run them overnight, so the US team arrives to finished, reviewed deliverables every morning.
Three areas: financial modeling (rolling forecast, EBITDA Bridge, scenarios), BI and reporting (BL packages, dashboards, BvA templates, Investor Package), and close operations (checklist, accruals, accounting liaison).
Financial modeling quality, output precision, and formatting discipline are non-negotiable.
Rolling forecast: monthly actuals ingestion → model update in Pigment → reforecast remaining periods → ±5/10% sensitivity → assumptions memo for SVP review
EBITDA Bridge: monthly production from June 2026 — actual vs. budget, vs. prior year, waterfall format, variance commentary per KLD standards
Business line (BL) packages: monthly for all business lines — revenue, cost, headcount, variance vs. budget, formatted per KLD template
BvA templates: maintain in Pigment; ensure commentary standards are applied consistently across all lines
Investor Package: pull from Pigment, format per template, assemble first draft for FP&A Director review
KPI scorecard: monthly — revenue, EBITDA, DSO, cash, close cycle with traffic-light RAG indicators
BI dashboards: maintain Power BI dashboards for Collections, Analysts, FP&A — monthly refresh
Close operations: own the close checklist, monitor Accounting SLA (BD1/BD3/BD4), flag slippage to FP&A Manager
Accruals review: work with Accounting to review and validate monthly accruals before books close

Requirements

What you’ll need

Expert Excel financial modeling — this is the single most important qualification for this role
3-statement integrated models from scratch: P&L, balance sheet, cash flow — must know the mechanics
Experience building EBITDA bridges, rolling forecasts, variance waterfall charts — must have produced these in a real FP&A context
Pigment, Adaptive, Anaplan, or similar planning platform — strong plus; will be required on day one
Experience building PE-grade management reporting packages
Power BI or Tableau — build and maintain dashboards from structured data
Strong PowerPoint formatting — investor-grade output quality required
Comfort working with Oracle EPM / FCCS data exports for report inputs
Understanding of the month-end close: trial balance, accruals, journal entries
Experience tracking close deliverables and working with Accounting on timelines
Attention to detail on financial accuracy — spots and escalates discrepancies
Strong written English — commentary reviewed directly by CFO and PE sponsors
Works effectively asynchronously with US team across time zones
Flags issues early; doesn't wait to be asked

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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Hard Skills & Tools

financial modeling3-statement integrated modelsEBITDA bridgerolling forecastvariance waterfall chartsattention to detailfinancial accuracyaccrualsjournal entriesKPI scorecard

Soft Skills

strong written Englisheffective asynchronous communicationproblem-solvingattention to detailtime managementcollaborationissue flaggingadaptabilityorganizational skillsprecision