Financial Planning and Analysis Analyst

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🕒 June 23

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DLS Discovery, LLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2018

⚖️ Legal

🏢 Enterprise

📋 Compliance

Legal • Enterprise • Compliance

DLS Discovery, LLC is a leading provider of eDiscovery, managed document review, and trial and legal support services. Based in Wilmington, Delaware, the company has built a strong reputation by supporting AM Law100 law firms, Fortune 500 companies, as well as national and local law firms and corporations. Known for its individualized approach, DLS Discovery emphasizes communication and custom-fit technological solutions to enhance the efficiency and effectiveness of its services. The company offers a wide range of services including forensic collections, document hosting, analytics, trial support, litigation support, and more, all while focusing on innovative ways to preserve resources and save clients money.

📋 Description

• 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

• 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

• 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