Lead Software Development Engineer, Finance Platform Automation

Morningstar Credit Ratings, LLC; Mumbai; Hybrid; INR 11,561,000 - 17,341,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

PitchBook is seeking a Lead Engineer to guide automation for its Finance Platform Automation division. You will mentor engineers, set architecture direction, and deliver scalable automation across Finance, Sales, and Customer Success systems.

You will leverage Java, Python, and workflow automation with modern data platforms and cloud-native services to improve performance, security, and data integrity. This role blends leadership with hands‑on development.

Qualifications

• Bachelor’s or Master’s in CS or related field.
• 7+ years in software engineering with integration and workflow automation.
• 3+ years leading engineering teams of 5+ members.
• Proficient in Java, Python, or JavaScript.
• Experience integrating Salesforce and ERP systems such as Oracle.

Responsibilities

• Mentor and lead the design and development of automation solutions for Finance and Revenue platforms
• Deliver scalable, maintainable code focused on performance, reliability, and security
• Provide architectural direction and uphold engineering best practices
• Ensure the health and integration of Finance systems including Salesforce Billing, Oracle, Informatica, and Marketo
• Lead initiatives to improve automation, workflow efficiency, and data consistency across the Finance ecosystem
• Drive adoption of best practices in automation, test coverage, and cloud‑native delivery
• Partner with Product, Finance, Sales, and Data teams to translate complex technical needs into impactful business solutions
• Maintain high standards for security, performance, and estimation accuracy
• Identify and remove blockers early to ensure timely, high‑quality releases

Skills

Leadership

Java/Python/JavaScript

Kafka

Kubernetes

Docker

Cloud architecture

Agile/DevOps

CI/CD pipelines

FinTech experience

AI tools experience

Education

Bachelor's or Master’s in CS or related field

Tools

Salesforce

Oracle ERP

Payment portals

Collection tools

Job description

At PitchBook, our Product & Engineering team is made up of big thinkers, innovators, and problem-solvers who aim to make a meaningful impact on our customers and company every day. We value curiosity, customer empathy, and the drive to find better ways of doing things. Our work blends creativity with technical expertise to deliver world‑class customer experiences through product innovation. As a Lead Engineer in PitchBook’s Finance Platform Automation division, you’ll drive the engineering initiatives that power our Finance technology stack. You’ll ensure seamless integration, data integrity, and scalability across Finance, Sales, and Customer Success systems. This role blends technical leadership with hands‑on development. You’ll mentor engineers, guide architecture, and deliver automation and data solutions aligned with strategic business goals. Leveraging expertise in Java, Python, workflow automation (Workato), data platforms (Snowflake), cloud technologies (AWS/GCP, Kubernetes, Docker), and messaging frameworks (Kafka), you’ll build high‑performance, cloud‑native systems that enhance automation and financial operations.

Primary Job Responsibilities

• Mentor and lead the design and development of automation solutions for Finance and Revenue platforms
• Deliver scalable, maintainable code focused on performance, reliability, and security
• Provide architectural direction and uphold engineering best practices
• Ensure the health and integration of Finance systems including Salesforce Billing, Oracle, Informatica, and Marketo
• Lead initiatives to improve automation, workflow efficiency, and data consistency across the Finance ecosystem
• Drive adoption of best practices in automation, test coverage, and cloud‑native delivery
• Partner with Product, Finance, Sales, and Data teams to translate complex technical needs into impactful business solutions
• Maintain high standards for security, performance, and estimation accuracy
• Identify and remove blockers early to ensure timely, high‑quality releases

Skills and Qualifications

• Bachelor’s or Master’s degree in Computer Science, Engineering, or related field
• 7 + years in software engineering with deep experience in integration and workflow automation
• 3 + years leading engineering teams of 5 + members
• Proficiency in Java/Python or Javascript
• Experience integrating Salesforce, payment portals, collection tools, and ERP systems (Oracle)
• Strong background in Kafka, Kubernetes, Docker, and cloud‑scale architecture
• Solid grasp of Agile, DevOps, and CI/CD pipelines
• Excellent problem‑solving, collaboration, and stakeholder‑management skills
• Background in FinTech preferred
• Proven experience in leveraging AI tools and frameworks to improve engineering productivity and delivery efficiency
• Experience designing or integrating AI‑driven applications to enhance automation, data insights, or user experience

Morningstar is an equal opportunity employer.

Working Conditions

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events. Morningstar's hybrid work environment gives you the opportunity to collaborate in‑person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in‑office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

037_PitchBookDataInc PitchBook Data, Inc Legal Entity Morningstar is a global independent investment research and financial data company. Here, you'll help uncover what’s hidden, simplify what’s complex, and create insights that empower investor success.

Company overview Morningstar Development Program Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants. We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.