About Us

Our story

Omnifi was born from our years of hands-on experience in both corporate finance and financial technology. Over time, we consistently witnessed entrepreneurs, family offices, and growth businesses struggle to organize and scale while managing their finance departments efficiently. One recurring thought kept us up at night: Why should access to top-tier finance operations and technology be limited to large corporations?

Trying to answer this question illuminated a clear gap: the vast majority of businesses lack the resources and expertise to optimize their finance operations and technology ecosystems. We knew this was something we could solve.

Omnifi’s mission is to bridge this gap by delivering Finance as a Service—a holistic solution that combines cutting-edge technology with expert financial management to address the unique needs of SMBs, tailored and scalable to the challenges of each specific client.

Partnering with Omnifi means gaining a dedicated financial ally committed to unlocking the full potential of your business, empowering you to grow confidently, reclaim valuable time, and focus on what truly matters: your vision and success.

We look forward to working with you!

om · ​ni ·​ fi = Holistic Universal Finance

With a hint to our holistic view, the name Omnifi represents our mission to efficiently and seamlessly empower organizations’ finance departments, and create impact through comprehensive services and technology tools that build the finance foundations for our clients to thrive.

Definition by http://www.merriam-webster.com

Our Values

Impact.

We strive to create meaningful and lasting change in everything we do. By focusing on results that matter, we drive progress for our clients, our team, and the communities we serve.

Quality.

Excellence is at the core of our work. We are committed to delivering the highest standards in every project, ensuring precision, reliability, and continuous improvement.

Leadership.

We lead with vision, integrity, and purpose. Our commitment to inspiring others, taking initiative, and making bold decisions drives our success and fosters growth.

Accountability.

We take ownership of our actions, decisions, and commitments. Transparency and responsibility define our approach, ensuring we build trust and deliver on our promises

Collaboration.

Great achievements come from working together. We foster an inclusive and supportive environment where diverse perspectives drive creativity, efficiency, and shared success.

Innovation.

We embrace change and challenge the status quo. By thinking ahead and leveraging new ideas and technologies, we create forward-looking solutions that push boundaries and unlock new possibilities.

Meet the team

Dor Bocian

Founder

Jennifer Erickson

VP of Client Financial Services

Mayank Mittal

Vice President FP & A

Priyanka Jain

Senior Finance Manager

Rajeev Agarwal

Director

Nitesh Bahety

Senior Finance Manager

Join our team

Interested in joining omnifi, but can’t find the right opening?
Feel free to send us your resume and a cover letter telling us where and why you would be a great fit.

Working Hours 11:00 am - 8:00 pm
Date Posted August 11, 2026

Description

We're hiring a hands-on Tech Lead to architect and build our AI-enabled finance operations platform: full-stack engineering, cloud infrastructure, and AI agent orchestration, working directly with the founding team to turn manual finance workflows into automated, agent-driven ones. The platform will include:
  • AI agents and automation workflows for finance processes (AP, AR, reconciliation, close, reporting)
  • Integrations with ERP and financial systems (Bill.com, QuickBooks, Procurify, Paylocity, and others)
  • Workflow orchestration and APIs
  • Cloud-native, scalable infrastructure
  • Secure multi-tenant SaaS architecture
  • A web application serving as the management cockpit and client engagement layer — for internal oversight, exception handling, and client-facing interaction and reporting
  • Data infrastructure to ingest and analyze clients' financial data
Note on scope: this is the first engineering hire on the platform. You will operate across all of the areas below in the build phase, and — critically — you will be responsible for defining what our next engineering hire should look like: what they should own, what skill gaps they should fill, and when we should bring them on. We are not handing you a pre-defined team structure; we're hiring someone senior enough to design it.

Responsibilities

  • Technical Leadership
    • Own end-to-end technical architecture of the platform in its build phase
    • Set technology direction, coding standards, and review processes as the team grows
    • Translate finance-operations requirements into scalable technical solutions
    • Define the profile, priorities, and timing for our next engineering hire based on what the build actually needs — you will scope this role, not just anticipate it
    Cloud & Infrastructure
    • Design and manage infrastructure on Google Cloud Platform (Cloud Run, GKE, Pub/Sub, Cloud SQL, BigQuery, Vertex AI, IAM, VPC)
    • Implement Infrastructure as Code (Terraform or similar)
    • Build out dev/staging/production environments with monitoring, logging, and alerting from day one
    DevOps & CI/CD
    • Build CI/CD pipelines (GitHub Actions or similar), automated testing, and rollback mechanisms
    • Establish secure secrets management and environment configuration practices
    Full-Stack Application Development
    • Build backend services in Node.js and frontend applications in React/TypeScript
    • Design APIs and service-oriented architecture for internal tools and client-facing workflows
    Database & Data Architecture
    • Design data models for operational workflows and AI agent memory/context
    • Work with PostgreSQL/MySQL, and Redis for caching where needed
    AI & Agentic Systems
    • Design and build AI-agent workflows for finance processes: prompt engineering, tool use, memory, orchestration
    • Integrate LLMs into operational workflows with observability and guardrails
    • Work with RAG architectures and vector databases where relevant
    APIs & Integrations
    • Build and maintain integrations with ERP and finance platforms (Bill.com, QuickBooks, Procurify, Paylocity, and similar)
    • Implement OAuth/SSO and secure data exchange patterns

Qualifications

  • Required
    • 8+ years of software engineering experience, including time as a Tech Lead or Senior Full-Stack Engineer
    • Hands-on production experience with GCP (not just familiarity —you've actually run infrastructure that mattered)
    • Strong Node.js/React/TypeScript background
    • Real experience building AI-enabled applications or agentic workflows — not a side project, something that ran in production
    • Comfort operating with an unfinished roadmap, a two-person team, and decisions that haven't been made yet
    Strong plus
    • Experience with fintech, ERP integrations, or finance/accounting workflows
    • Startup or early-stage company experience, ideally as an early technical hire
    • Experience with workflow orchestration platforms and event-driven architectures
    • Familiarity with Quickbooks, Sage, or Dynamics 365 ecosystems

Job Benefits

Benefits for candidates based in India
  • Mediclaim for Self, Family and Parents (Terms and condition applied)
  • Leaves as per the Govt. Rule
  • Every Saturday & Sunday Off

Working Hours 11:00 am - 8:00 pm
Date Posted August 11, 2026

Description

As an Executive Accounts / Finance Analyst / Finance Associate / Accounts Executive, you will play a pivotal role in our finance team, contributing to the organization's financial health and operational efficiency. Your primary responsibilities will include accounting tasks using QuickBooks Online, financial reporting, cash flow analysis, vendor bill processing, client invoicing, client communication, and handling various ad-hoc finance and administrative duties as required.

Responsibilities

  • Perform accounting functions using QuickBooks Online, ensuring accurate and up-to-date financial records.
  • Conduct reconciliations and participate in the finalization of financial statements.
  • Prepare financial reports and conduct cash flow analysis to support decision-making processes.
  • Efficiently process vendor bills and invoices for clients, maintaining accuracy and compliance.
  • Establish clear and effective communication channels with clients to address inquiries and provide financial updates.
  • Undertake any other ad-hoc finance and administrative tasks as needed to support the finance team and overall business operations.

Qualifications

  • Bachelor's degree in Commerce (B.Com) or Master's in Commerce (M.Com) or Bachelor's in Business Administration (BBA), or Master's in Business Administration (MBA).
  • A minimum of 2 years of relevant experience in the field of accounting, preferably in a similar role.
  • Strong verbal and written communication skills to interact effectively with clients and team members.
  • Proficiency in MS Excel and other MS-Office tools to manage and analyze financial data accurately.

Job Benefits

Benefits for candidates based in India
  • Mediclaim for Self, Family and Parents (Terms and condition applied)
  • Leaves as per the Govt. Rule
  • Every Saturday & Sunday Off

Working Hours 11:00 am - 8:00 pm
Date Posted August 11, 2026

Description

We are looking for a “Manager/Sr. Manager – Accounts & Finance” will be responsible for overseeing of all finance, accounting, and reporting activities and to create long-term, trusting relationships with our customers. The candidate will have to oversee and manage a portfolio of assigned customers and develop new business from new/existing clients. The candidate will be responsible to coach the accounts team in their day to day activities. It will hold functional responsibility over accounting, accounts payable, accounts receivable, payroll, and administration. The position will also ensure that the systems and procedures are in place to support effective program implementation and audits.

Responsibilities

  • Overseeing all accounts, ledgers, and reporting systems ensuring compliance with appropriate standards and regulatory requirements
  • Maintaining internal control and safeguards for receipt of revenue, costs, and program budgets and actual expenditures
  • Coordinating all audit activity
  • Consistently analyzing of financial data and presenting financial reports in an accurate and timely manner; clearly communicate monthly, quarterly, and annual financial statements; monitor progress, changes and keep senior leadership abreast of the financial status;
  • Work closely with the CFO in budgeting, planning and in key financial decision-making process.
  • Review the financial reports of the clients and ensure timely closing on the books.
  • Guide, train and manage the staff at all levels in day to day activities, creating and promoting a positive and supportive work environment.
  • Making financial forecasts.

Qualifications

  • CA / Post Graduate in Finance with at least 5 years work experience;
  • Technology savvy with ability to adapt to project management, accounting and reporting software;
  • Keen analytic, organization and problem solving skills
  • Strong interpersonal and communication skills
  • Ability to translate complex financial concepts to individuals at all levels including finance and non-finance managers.
  • Experience in leading and coaching a team and working closely with the Organization’s Leadership/Executive teams is essential;
  • Personal qualities of integrity, credibility, and unwavering commitment to Organization’s mission;
  • A proactive, hands-on strategic thinker who will take up the responsibility for finance.

Job Benefits

Benefits for candidates based in India
  • Mediclaim for Self, Family and Parents (Terms and condition applied)
  • Leaves as per the Govt. Rule
  • Every Saturday & Sunday Off

Apply now

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