Senior Financial Planning And Analysis Analyst

You will be responsible for building the infrastructure, running models, and developing strategy at KLDiscovery. As a key member at the intersection of financial systems, data engineering, advanced modeling, and strategic insight, you will have significant autonomy in your role. KLDiscovery is a $350M PE-backed company currently undergoing a Quality of Earnings process and working towards a PE exit. Key Responsibilities: - Design and build Oracle Pigment data pipelines that are clean, automated, and reconciled daily. - Ensure data integrity across Oracle, Pigment, and Salesforce; catch discrepancies before the US team's morning. - Automate manual report pulls such as SSRS AR reports, collections reports, and close checklists. - Administer Pigment/Adaptive: versioning, data refresh, user access, and API connections. - Co-build all six Claude AI agents with the US Sr. FP&A Analyst. - Own the data feeds each agent reads; ensure data accuracy for correct outputs. - Operate, monitor, validate outputs, and continuously improve prompt quality and accuracy of AI agents. - Own end-to-end rolling forecast, EBITDA Bridge, 3+9 reforecast, scenario modeling, and capital investment analysis. - Lead peer benchmarking, strategy memos, KPI framework, data pattern identification, and ELT pre-reads. Qualifications: Financial Modeling - Experience building integrated three-statement models in FP&A, consulting, banking, or PE. - Proficiency in Excel for dynamic models with scenario toggles, sensitivity tables, and zero hardcoded assumptions. - Experience in building PE-grade deliverables in live contexts. - Familiarity with Pigment, Adaptive, Anaplan, or similar platforms. Technical Systems - Proficiency in Python, SQL, REST API, and LLM API for data pipelines, data validation, and AI agent co-development. Strategy and Insight - Ability to translate complex financial analysis into a concise executive narrative. - Experience working directly with CFO- or PE-sponsor-level leadership. - Comfort in operating in ambiguous situations. Leadership and Communication - Exceptional written English for communication with senior leadership. - Self-directed and able to mentor team members. Driving Career Growth, Benefit Excellence: The KLD Advantage KLDiscovery prioritizes employee wellbeing and offers competitive compensation, wellness programs, and inclusive benefits. The company provides opportunities for ongoing learning and development, fosters a diverse and inclusive workplace, and supports a global wellness program. KLDiscovery is a global leader in providing technology-enabled services and software for solving complex data challenges. The company offers best-in-class data management, information governance, and eDiscovery solutions to support clients' litigation, regulatory compliance, and internal investigation needs. Through its global Ontrack data recovery business, KLDiscovery delivers world-class data recovery services. KLDiscovery is committed to providing equal employment opportunities and fostering an inclusive workplace for all employees. Inclusion and diversity are valued to strengthen the company, and individuals from all backgrounds are welcome and celebrated. Accommodation requests are supported at any stage of the hiring process. You will be responsible for building the infrastructure, running models, and developing strategy at KLDiscovery. As a key member at the intersection of financial systems, data engineering, advanced modeling, and strategic insight, you will have significant autonomy in your role. KLDiscovery is a $350M PE-backed company currently undergoing a Quality of Earnings process and working towards a PE exit. Key Responsibilities: - Design and build Oracle Pigment data pipelines that are clean, automated, and reconciled daily. - Ensure data integrity across Oracle, Pigment, and Salesforce; catch discrepancies before the US team's morning. - Automate manual report pulls such as SSRS AR reports, collections reports, and close checklists. - Administer Pigment/Adaptive: versioning, data refresh, user access, and API connections. - Co-build all six Claude AI agents with the US Sr. FP&A Analyst. - Own the data feeds each agent reads; ensure data accuracy for correct outputs. - Operate, monitor, validate outputs, and continuously improve prompt quality and accuracy of AI agents. - Own end-to-end rolling forecast, EBITDA Bridge, 3+9 reforecast, scenario modeling, and capital investment analysis. - Lead peer benchmarking, strategy memos, KPI framework, data pattern identification, and ELT pre-reads. Qualifications: Financial Modeling - Experience building integrated three-statement models in FP&A, consulting, banking, or PE. - Proficiency in Excel for dynamic models with scenario toggles, sensitivity tables, and zero hardcoded assumptions. - Experience in building PE-grade deliverables in live contexts. - Familiarity with Pigment, Adaptive, Anaplan, or similar