Lead Software Development Engineer, Finance Platform Automation- Vashi, Navi Mumbai

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 PitchBooks Finance Platform Automation division, youll drive the

engineering initiatives that power our Finance technology stack. Youll ensure seamless

integration, data integrity, and scalability across Finance, Sales, and Customer Success

systems.

This role blends technical leadership with hands-on development. Youll 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), youll 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

• Bachelors or Masters degree in Computer Science, Engineering, or related field

• 7 + years in software engineering with deep experience in integration and workflow

• 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.