Financial Planning and Analysis Engineer

About this role

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.
Originally posted on Himalayas