Teams at KLDiscovery

Lead rebuilding FP&A systems and models: design Oracle→Pigment pipelines, ensure data integrity across systems, co-develop and operate Claude AI agents, own rolling forecasts, EBITDA bridges, scenario and capital analysis, produce executive strategy memos and KPIs, and mentor junior FP&A staff.

Build and maintain Oracle-to-Pigment/Adaptive data pipelines, ensure daily data reconciliations across Oracle, Pigment, and Salesforce, co-develop and monitor Claude-based AI agents for FP&A workflows, administer Pigment/Adaptive and SSRS automation, standardize chart of accounts, and produce reliable finance reporting and forecasts.

Owner of FP&A deliverables: build and run rolling forecasts and EBITDA bridges, produce business-line reporting and investor packages, maintain Pigment models and Power BI dashboards, manage month-end close checklist and accruals, and deliver precise, investor-grade outputs reviewed by CFO and PE sponsors.