Overview of the Senior Specialist, Software Engineering:The Senior Specialist, Software Engineering leads technical delivery of cost basis management solutions within a fast-paced Fintech environment. Operating as both a hands-on individual contributor and informal team lead, drives architecture decisions, mentors peers and partners with cross-functional teams to build reliable, scalable platform capabilities. They bring deep domain expertise, a cloud-native mindset and a passion for AI-augmented engineering.
Duties and Responsibilities of the Senior Specialist, Software Engineering:- Identify and resolve complex operational, regulatory, and organizational challenges by leveraging deep cost basis domain expertise and hands-on engineering skills.
- Design, develop, and implement methodologies, protocols, and processes that enhance platform reliability and improve client experience.
- Build and maintain CI/CD pipelines using modern DevOps tooling (Git CI/CD pipeline, Jenkins) to ensure fast, reliable automated builds, testing, and deployments.
- Operationalize cost basis strategies through clean, maintainable code and well-documented engineering standards shared across the team.
- Coordinate with engineering peers, product managers, and operations to ensure timely and accurate delivery of cost basis calculation and tax reporting features.
- Ensure all activities comply with applicable regulatory standards; proactively contribute to technical frameworks that support ongoing compliance.
- Provide technical mentorship and code review guidance to junior and mid-level engineers; deliver actionable, growth-oriented feedback.
- Resolve complex cost basis calculation challenges, including corporate action adjustments, transfer-in basis reconciliation, and multi-lot accounting edge cases.
- Contribute to long-term technical roadmap planning, capability development, and engineering best practices.
- Collaborate cross-functionally with product, operations, and engineering teams to ensure alignment and effective delivery.
- Integrate AI/ML capabilities (e.g., anomaly detection, intelligent reconciliation, LLM-assisted workflows) to improve platform automation and reduce manual intervention in tax operations.
Skills and Experience of the Senior Specialist, Software Engineering:- 10+ years of relevant experience, including at least 3-5 years in cost basis, tax operations within a financial services or Fintech organization.
- Strong domain knowledge of cost basis methodologies and tax lot accounting.
- Bachelor's degree in Computer Science or the equivalent combination of education and experience is required.
- Proven analytical and problem-solving abilities with a track record of resolving complex operational and system-level issues.
- Hands-on experience leading and coordinating cross-functional technical initiatives involving engineering, operations, and compliance.
- Cloud expertise: proficiency in at least one major cloud platform (AWS, OCI, Azure, or GCP), including infrastructure-as-code, cloud-native services, and cost-efficient architecture patterns.
- AI/ML integration: experience leveraging AI tools, LLM APIs, or ML pipelines to augment engineering workflows, automate operations, or enhance platform intelligence.
- CI/CD proficiency: experience designing and maintaining automated pipelines (build, test, deploy) with modern DevOps tooling and GitOps practices.
- Expert-level proficiency in Oracle databases, including advanced PL/SQL development for complex queries, stored procedures, and performance optimization.
- Hands-on experience with Unix/Linux shell scripting to automate operational tasks, data processing workflows, and system maintenance.
- Strong Java development skills, with the ability to design, develop, and troubleshoot distributed backend services and integrations.
- Proficient in Git for version control, including branching strategies, pull request workflows, and code review best practices.
- Strong communication skills with the ability to present complex technical or regulatory concepts clearly to non-technical stakeholders.
- Background in driving operational execution, meeting daily and short-term objectives while supporting long-term departmental goals.
Compensation:- We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $150,000 plus bonus opportunities and other incentives.
