Senior Financial Planning and Analysis Analyst

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🕒 June 24

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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

• Design and build Oracle → Pigment data pipelines that are clean, automated, and reconciled daily. • Own data integrity across Oracle, Pigment, and Salesforce; catch discrepancies before the US team's morning. • Automate manual report pulls (SSRS AR reports, collections reports, close checklists). • Co-build all six Claude agents: Close, Rolling Forecast, Variance+Commentary, Strategy+Scenario, Investor Reporting, Collections Intelligence. • Own the data feeds each agent reads; if the data is wrong, the agent is wrong. • Once agents are live: operate, monitor, validate outputs, and continuously improve prompt quality and accuracy. • End-to-end ownership of actuals ingest, model update, reforecast, sensitivity, and assumptions memo. • Monthly production of EBITDA Bridge with waterfall, variance commentary, and distribution to the CFO. • Monthly update of full-year forecast, refreshed assumptions, drift flagged, distributed to ELT. • Scenario modeling: acquisition, pricing change, headcount, DSO improvement; P&L impact plus sensitivity range. • ROI modeling for major decisions (India build, Pigment, BI tooling, and other infrastructure replacements). • Quarterly comparison of KLD vs. PE-backed peers at $300M+ on close cycle, DSO, EBITDA margin, and headcount ratio. • One-page financial impact write-ups for key decisions, written to go directly to the CFO and ELT as-is. • Define scorecards by group (Collections, Analysts, FP&A, Sales Ops) with baseline, target, and measurement. • Identify patterns in the data the US team hasn't seen, and surface them unprompted. • Financial analysis, scenario tables, and recommendation summaries for executive meetings.

🎯 Requirements

• Four to six years building integrated three-statement models in FP&A, consulting, banking, or PE; must be able to build from a blank sheet. • Expert Excel across dynamic models with scenario toggles, sensitivity tables, named ranges, and zero hardcoded assumptions. • Experience building PE-grade deliverables (EBITDA bridges, rolling forecasts, investor packages, scenario memos) in live contexts. • Pigment, Adaptive, Anaplan, or similar is non-negotiable; you will administer the platform from day one. • Python (pandas, requests, API calls) to build and maintain data pipelines without IT assistance. • SQL to query Oracle at GL level, validate data, and build reconciliation logic. • REST API experience reading and writing via API (Pigment API and Claude API). • LLM API familiarity with the ability to co-build AI agents, write system prompts, and validate outputs. • Ability to translate complex financial analysis into a crisp one-page executive narrative. • Experience working directly with CFO- or PE-sponsor-level leadership on financial analysis. • Comfort operating in ambiguity: build the model when the inputs aren't clean and the question is still forming. PE-backed company experience or direct exposure to PE exit processes is a strong plus. • Exceptional written English; strategy memos are read by CFO, ELT, and PE sponsors without editing. • Self-directed: identifies what needs building and builds it without a task list. Mentors the Financial Model Analyst and FP&A Data Engineer on modeling standards and output quality. • MBA from a top institution is preferred but not required if experience speaks for itself.

🏖️ 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 • India compensation is based upon the local competitive market