Financial Planning and Analysis Engineer

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DLS Discovery, LLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2018

🏢 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

• 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

🎯 Requirements

• 3+ years with Oracle EPM, Oracle FCCS, or equivalent GL/planning systems • Hands-on financial ETL experience — extract, transform, load in a finance context • 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 • 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 • 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

🏖️ 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