Financial Planning and Analysis Engineer

KLDiscovery is looking for someone who can own the Oracle → Pigment data pipeline, ensure data integrity across all FP&A reporting systems, and co-build six Claude AI agents alongside our US-based Sr. FP&A Analyst. You will be the technical backbone that makes self-service Finance possible for KLD's leadership team — the infrastructure that everything else runs on. 

 This role requires someone who sits at the intersection of finance and engineering — and who is a strong financial modeler. You need to understand how financial data flows from a general ledger to an executive dashboard, be able to build the pipelines that make that happen automatically and be sharp enough on the finance side to know when a number is wrong before anyone else does.

Key Responsibilities: 

• 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 

Qualifications 

Finance Systems: 

• 3+ years with Oracle EPM, Oracle FCCS, or equivalent GL/planning systems 

• Hands-on financial ETL experience — extract, transform, load in a finance context 

Technical:

• 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 

AI/Agents:

• 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 

Financial Modeling: 

• 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

Driving Career Growth, Benefit Excellence: The KLD Advantage

At KLD we invest in employees and their families by placing their wellbeing first. We offer competitive total compensation that includes base pay, bonus potential, inclusive benefits, wellness programs, and perks. We use market and industry data to inform pay decisions while considering geography and labor markets, individual experience, and business needs. India compensation is based upon the local competitive market.

• 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

Who We Are

KLDiscovery provides technology-enabled services and software to help law firms, corporations, and government agencies solve complex data challenges. With offices in 26 locations across 17 countries, KLDiscovery is a global leader in delivering best-in-class data management, information governance, and eDiscovery solutions to support the litigation, regulatory compliance, and internal investigation needs of clients. Our Nebula Ecosystem provides powerful end-to-end eDiscovery and enterprise-grade information governance. Through its global Ontrack data recovery business, KLDiscovery delivers world-class data recovery, disaster recovery, email extraction and restoration, data destruction, and tape management.

We Provide Equal Employment Opportunity.

At KLDiscovery we believe that inclusion and diversity make us stronger. We are committed to fostering an inclusive environment for all employees that enhances wellbeing and belonging. We welcome and celebrate individuals of all backgrounds, experiences, and perspectives. 

We do not discriminate on the basis of race, color, religion, gender, pregnancy, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other protected status. We are happy to support you with any accommodation request at any stage in our hiring process.

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