Senior Financial Planning and Analysis Analyst

This is a fully remote position, open to applicants in India.

📋 Description

• Create and implement data pipelines from Oracle to Pigment that are efficient, automated, and reconciled on a daily basis.

• Ensure data integrity across Oracle, Pigment, and Salesforce; identify discrepancies prior to the US team's morning review.

• Streamline manual report generation (SSRS AR reports, collections reports, close checklists) through automation.

• Collaborate in the development of all six Claude agents: Close, Rolling Forecast, Variance+Commentary, Strategy+Scenario, Investor Reporting, and Collections Intelligence.

• Take responsibility for the data feeds utilized by each agent; incorrect data leads to inaccurate outputs.

• Once agents are operational, oversee their functionality, monitor performance, validate results, and enhance prompt quality and accuracy continuously.

• Manage the entire process of actuals ingestion, model updates, reforecasting, sensitivity analysis, and the assumptions memo.

• Produce the EBITDA Bridge monthly, incorporating a waterfall, variance commentary, and distribution to the CFO.

• Provide monthly updates on the full-year forecast, refresh assumptions, highlight any drift, and distribute this information to the ELT.

• Conduct scenario modeling for acquisitions, pricing changes, headcount adjustments, and DSO improvements, analyzing P&L impact and sensitivity ranges.

• Perform ROI modeling for significant decisions (such as the India build, Pigment, BI tools, and other infrastructure replacements).

• Execute quarterly comparisons of KLD against PE-backed peers with revenues over $300M regarding close cycles, DSO, EBITDA margins, and headcount ratios.

• Create concise one-page financial impact summaries for key decisions, designed for direct presentation to the CFO and ELT.

• Establish scorecards by group (Collections, Analysts, FP&A, Sales Ops) that include baseline, target, and measurement metrics.

• Detect and highlight data patterns previously unnoticed by the US team without prompting.

• Conduct financial analyses, prepare scenario tables, and summarize recommendations for executive meetings.

⛳️ Requirements

• Four to six years of experience in building integrated three-statement models in FP&A, consulting, banking, or private equity; ability to create models from scratch is essential.

• Proficiency in Excel, particularly in dynamic models featuring scenario toggles, sensitivity tables, named ranges, and zero hardcoded assumptions.

• Experience producing PE-grade deliverables (EBITDA bridges, rolling forecasts, investor packages, scenario memos) in live settings.

• Familiarity with Pigment, Adaptive, Anaplan, or similar platforms is mandatory; you will manage the platform from the outset.

• Proficient in Python (pandas, requests, API calls) to build and maintain data pipelines independently of IT support.

• Knowledge of SQL for querying Oracle at the GL level, validating data, and constructing reconciliation logic.

• Experience with REST API for reading and writing via API (Pigment API and Claude API).

• Familiarity with LLM APIs, including the ability to co-develop AI agents, compose system prompts, and validate outputs.

• Capability to distill complex financial analyses into a clear one-page executive narrative.

• Experience collaborating directly with CFOs or PE sponsor-level leadership on financial analyses.

• Comfort in ambiguous situations: ability to construct models when inputs are unclear and questions are still evolving; experience in PE-backed companies or familiarity with PE exit processes is a significant advantage.

• Exceptional written English skills; strategy memos are reviewed by the CFO, ELT, and PE sponsors without the need for editing.

• Self-motivated: identifies necessary projects and executes them without needing a task list; mentors the Financial Model Analyst and FP&A Data Engineer on modeling standards and output quality.

• An MBA from a top-tier institution is preferred but not essential if relevant experience is demonstrated.

🏝️ Benefits

• Paid time off, offering various options to support employees in achieving a work-life balance, including Casual, Earned, Sick, Special Leave, and Holidays.

• Opportunities for ongoing learning and development, with a focus on continuous professional growth through various training and education reimbursement programs.

• A diverse and inclusive workplace where we collectively learn, grow, and reach our highest potential.

• A team of mission-driven individuals who genuinely enjoy their work.

• A free, engaging, and incentivized global wellness program that promotes employee wellbeing.

• Compensation in India is aligned with the local competitive market.