Senior Financial Planning and Analysis Analyst

Role Overview

• 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.

Tech Stack

• Oracle
• Pandas
• Python
• SQL

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