Financial Planning and Analysis Analyst

• 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

This is the core FP&A execution role. KLDiscovery is looking for someone who can own the financial models, reporting packages, and close operations that the US Finance team currently builds manually. You will 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). KLDiscovery is a $350M PE-backed company going through a Quality of Earnings process. The financial work you produce will be reviewed by the CFO, referenced in PE sponsor materials, and used in a transaction process. Financial modeling quality, output precision, and formatting discipline are non-negotiable. If your models have errors or your outputs need to be reformatted by the US team, this is not the right role. Key Responsibilities: • 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 Qualifications Financial Modeling: • 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 Reporting & BI: • 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 Close Ops: • 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 Communication • 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 Driving Career Growth, Benefit Excellence: The KLD Advantage At KLD we invest in employees and their families by placing their wellbeing first. We offer competitive total compensation that includes base pay, bonus potential, inclusive benefits, wellness programs, and perks. We use market and industry data to inform pay decisions while considering geography and labor markets, individual experience, and business needs. India compensation is based upon the local competitive market. • 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 Who We Are KLDiscovery provides technology-enabled services and software to help law firms, corporations, and government agencies solve complex data challenges. With offices in 26 locations across 17 countries, KLDiscovery is a global leader in delivering best-in-class data management, information governance, and eDiscovery solutions to support the litigation, regulatory compliance, and internal investigation needs of clients. Our Nebula Ecosystem provides powerful end-to-end eDiscovery and enterprise-grade information governance. Through its global Ontrack data recovery business, KLDiscovery delivers world-class data recovery, disaster recovery, email extraction and restoration, data destruction, and tape management. We Provide Equal Employment Opportunity. At KLDiscovery we believe that inclusion and diversity make us stronger. We are committed to fostering an inclusive environment for all employees that enhances wellbeing and belonging. We welcome and celebrate individuals of all backgrounds, experiences, and perspectives. We do not discriminate on the basis of race, color, religion, gender, pregnancy, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other protected status. We are happy to support you with any accommodation request at any stage in our hiring process. Originally posted on Himalayas Financial-Planning-And-Analysis, Financial-Analyst, FP&A-Analyst, Financial-Modeling, Business-Intelligence-Analyst, Senior-Financial-Planning-And-Analysis-Analyst,