Lead Software Development Engineer, Finance Platform Automation

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
• 10 + years in software engineering with deep experience in integration and workflow automation
• 3 + years leading engineering teams of 5 + members
• Proficiency in Java, Python, and SQL
• 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, B2B platforms, or Salesforce Revenue Cloud/Billing 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.
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