TIFIN FINTECH INDIA

Job Description – Finance Lead(US Accounts, Audit and Taxation) 

Location

Mumbai

Role Summary

We are looking for a highly motivated finance professional to manage and oversee accounting, taxation, audit, and compliance activities for US-based entities from the Mumbai office. The role will be responsible for ensuring accurate financial reporting, maintaining compliance with US accounting and tax regulations, coordinating audits, and supporting finance operations across multiple entities.

The ideal candidate should have strong accounting fundamentals, exposure to US GAAP, experience in handling US finance operations, and the ability to work effectively with global stakeholders across time zones.

Key Responsibilities

Accounting & Financial Reporting

• Manage end-to-end accounting for US entities including journal entries, reconciliations, accruals, and month-end close activities.
• Prepare monthly, quarterly, and annual financial statements in accordance with US GAAP and company policies.
• Maintain general ledger integrity and ensure accurate bookkeeping and financial reporting.
• Perform balance sheet reconciliations and variance analysis.
• Support budgeting, forecasting, MIS reporting, and management reporting requirements.

Taxation & Regulatory Compliance

• Coordinate federal, state, and local tax compliance activities for US entities.
• Work with external tax advisors for preparation and review of tax returns and filings.
• Support sales tax, use tax, payroll tax, and corporate tax compliance processes.
• Ensure timely completion of statutory and regulatory filings.
• Monitor changes in US tax regulations and assess operational impact.

Audit & Controls

• Coordinate external audits, internal audits, and SOX/internal control compliance activities where applicable.
• Prepare audit schedules, supporting documentation, and responses to auditor queries.
• Ensure compliance with internal financial controls and accounting policies.
• Assist in implementing process improvements and automation initiatives across finance operations.

Stakeholder Coordination

• Liaise with US finance teams, auditors, consultants, and service providers.
• Collaborate with cross-functional teams including operations, HR, payroll, and legal.
• Provide financial insights and support to senior management for decision-making.
• Support ad hoc finance projects, due diligence exercises, and business initiatives.

Qualifications & Experience

• Chartered Accountant (CA), CPA, MBA Finance, or equivalent qualification.
• 5–10 years of relevant experience in accounting, audit, and taxation with exposure to US entities.
• Strong understanding of US GAAP, accounting principles, and finance operations.
• Experience working with ERP/accounting systems such as NetSuite, Oracle, SAP, QuickBooks, or similar platforms.
• Prior experience in a shared services environment, GCC, or multinational organization preferred.

Preferred Skills

• Knowledge of US taxation and compliance processes.
• Exposure to SOX compliance and internal controls framework.
• Strong analytical and reconciliation skills.
• Advanced Microsoft Excel and financial reporting capabilities.
• Excellent communication and stakeholder management skills.
• Ability to work in overlapping US time zones when required.
• High attention to detail and ability to manage multiple deadlines.

Key Competencies

• Ownership and accountability
• Problem-solving mindset
• Process orientation and controls focus
• Strong organizational skills
• Team collaboration and cross-border coordination
• Ability to work in a fast-paced global environment

About TIFIN

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners, and many others. We are creating engaging wealth experiences to improve financial lives through AI and investment intelligence–powered personalization.

Our mission is to transform wealth management the way personalization has transformed movies and music—while holding the added responsibility of delivering better financial outcomes.

We leverage design and behavioral science to create engaging experiences through software and APIs. By applying investment science and intelligence, we build algorithmic engines that enable better investor outcomes—matching individuals to financial advice and investments based on their unique goals.

Our Values: Go with your GUT

• Grow at the Edge – We embrace personal growth, step outside comfort zones, and work with self-awareness and integrity. No excuses.
• Understanding through Listening and Speaking the Truth – We value transparency, radical candor, authenticity, and precision. We challenge, but once decisions are made, we commit fully.
• I Win for Teamwin – We stay within our genius zones, take ownership, and move together in formation to succeed as a team.

Key Responsibilities

Translation Evaluation & Linguistics (70%)

• Evaluate and annotate LLM-generated translations for Japanese, covering nuanced, real-world usage across finance, communication, and culture.
• Compare AI outputs with high-quality human translations, identifying errors in phrasing, idioms, tone, and contextual accuracy.
• Apply annotation and scoring frameworks (e.g., BLEU, ROUGE, COMET) to ensure quality benchmarks.
• Provide detailed linguistic feedback to improve AI model training.

AI/LLM Collaboration (30%)

• Work with engineers, data scientists, and project managers to share reports and linguistic insights.
• Contribute to building datasets and test cases through language corpora and research work.
• Maintain structured evaluations, documentation, and logs to support ongoing improvements.

Required Qualifications

• Education: Bachelor’s or Master’s in Linguistics, Translation, Language Technology, Communication, or related fields.
• Language Proficiency: Native or near-native fluency in (3+ Years)Japanese and strong command of English.
• Experience: Proven track record in translation, localization, or linguistic evaluation.
• Analytical Rigor: Hands-on experience in language quality evaluation, annotation, or error analysis.
• Technical Curiosity: Familiarity with LLMs, AI tools, or prompt engineering is an advantage.
• Soft Skills: Highly organized, detail-oriented, and able to communicate effectively across technical and non-technical teams.

Desired Skills

• Experience with annotation platforms or evaluation technology.
• Background in corpus development, curriculum design, or language research projects.
• Experience in process optimization, reporting, or content operations.

Job Description: Software Engineer - Backend ( 3-5 Years)

Location: Bangalore

WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives

through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.

OUR VALUES: Go with your GUT

●Grow at the Edge: We embrace personal growth by stepping out of our comfort zones to

discover our genius zones, driven by self-awareness and integrity. No excuses.

●Understanding through Listening and Speaking the Truth: Transparency, radical candor,

and authenticity define our communication. We challenge ideas, but once decisions are

made, we commit fully.

●I Win for Teamwin: We operate within our genius zones, taking ownership of our work

and inspiring our team with energy and attitude to win together.

Responsibilities:

• Contribute to the entire implementation process including driving the definition of improvements based on business needs and architectural improvements.

• Review code for quality and implementation of best practices.

• Promote coding, testing, and deployment best practices through hands-on research and demonstration.

• Write testable code that enables extremely high levels of code coverage.

• Ability to review frameworks and design principles toward suitability in the project context.

• Candidates who will demonstrate an ability to identify an opportunity lay out a rational plan for pursuing that opportunity, and see it through to completion.

Requirements:

• Engineering graduate with 3+ years of experience in software product development.

• Proficient in Python, Django, Pandas, GitHub, and AWS.

• Good knowledge of PostgreSQL, and MongoDB.

• Strong Experience in designing REST APIs.

• Experience with working on scalable interactive web applications.

• A clear understanding of software design constructs and their implementation.

• Understanding of the threading limitations of Python and multi-process architecture.

• Familiarity with some ORM (Object Relational Mapper) libraries.

• Good understanding of Test Driven Development.

• Unit and Integration testing.

• Preferred exposure to Finance domain.

• Strong written and oral communication skills.

WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge,Hamilton Lane, Franklin T empleton, Motive Partners and a who’s who of the financial service industry.

We are creating engaging wealth experiences to better financial lives through AI and investment intelligence-powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and

planning divisions.

OUR VALUES: Go with your GUT

● Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos

aside to find our genius zones. With self-awareness and integrity we strive to be the best we can

possibly be. No excuses.

●Understanding through Listening and Speaking the Truth. We value transparency. We communicate

with radical candor, authenticity and precision to create a shared understanding. We challenge, but

once a decision is made, commit fully.

●I Win for T eamwin. We believe in staying within our genius zones to succeed and we take full

ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win

together.

Key responsibilities:

● Prototype Development: Build and validate prototypes by designing datasets and performing fine-tuning to demonstrate model feasibility and effectiveness.

● Model Fine-Tuning: Lead the fine-tuning process for large language models, leveraging both open-source solutions (e.g., LORA, LLAMA 2/3) and proprietary models like GPT 3.5/4.0 to address specific business needs.

● Retrieval-Augmented Generation (RAG): Design and optimize advanced RAG systems,implementing efficient methods for chunking, indexing, and managing complex document formats, such as PDFs.

● Agentic Workflows: Develop and apply agentic workflows to create advanced conversation agents tailored for various use cases.

● Prompt Engineering: Craft effective prompts to enhance the performance of large language models, such as GPT-4 and Cloud 3, ensuring solutions align with business objectives.

● Inference Frameworks: Utilize inference frameworks like VAM and advanced pipelines to improve scalability and streamline the deployment of machine learning models.

● ML Model Deployment: Lead the deployment and productionization of machine learning models, collaborating closely with software engineers to ensure seamless integration into products.

● Conversational Experiences: Work with cross-functional teams, including design and product, to craft engaging and personalized conversational AI experiences for end-users.

● Independent Execution: Demonstrate the ability to independently manage projects, deliver features, and achieve outcomes in a dynamic, fast-paced startup environment.

● Data Personalization: Leverage and analyze existing datasets to enhance model performance and create tailored user experiences, fine-tuning models to align with unique business cases.

● Startup Mindset: T ake initiative in setting up workflows, tools, and systems from scratch, showcasing flexibility and adaptability in a growing organization.

● Leadership and Collaboration: Act as a leader and independent contributor, effectively collaborating across diverse teams while managing evolving project priorities.

● Research and Innovation: Drive innovative research aligned with business goals, exploring advancements in Natural Language Understanding (NLU) and conversational AI applications.

● Knowledge Sharing: Publish and present groundbreaking research in top-tier journals and conferences, contributing to the broader scientific community and enhancing organizational credibility.

Requirements:

● 8+ years of experience

● Experience working with LLMs and Generative AI

● Experience building conversational bots

● Experience 2+ Years fine tuning models

● Experience using RAG base approaches

● Understanding of financial concepts and investing would be a big plus but not required

LLM Engineer 

3-6 Years

Bengaluru/Mumbai/Remote

WHO WE ARE: 

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence-powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes. 

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes. In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions. 

OUR VALUES: Go with your GUT 

● Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses. 

●Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully. 

●I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.

Key responsibilities: 

• Work closely with the design and product teams to help craft conversational experiences for our users 
• Ability to work independently to deliver features that the team design 
• You need to own outcomes without someone watching over you 
• Understand the data we have and identify how we could leverage it to create more personalised experiences for our users 
• Fine tune models with data specific to our use case 
• Use different RAG approaches to augment data that the LLM already has ● Ability to be a leader and independent contributor (we’re a startup so be ready to do whatever it takes) 
• Setup new workflow, systems and tool from the ground up (you will have support, but we’re building things from scratch)
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Requirements: 

• 3+ years of experience
• Experience working with LLMs and Generative AI 
• Experience building conversational bots 
• Experience fine tuning models 
• Experience using RAG base approaches 

Understanding of financial concepts and investing would be a big plus but not required