A. Company Overview Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine’s Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune’s inaugural list of the 300 Most Innovative Companies. Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients. B. About Your Role We are seeking a highly skilled Associate - Outsourced Accountant to join our Outsourced Services team. In this role, you will be responsible for overseeing end-to-end accounting operations, financial reporting, and client relationship management, driving operational excellence, client satisfaction, and process efficiency across multiple client accounts. If you are passionate about accounting, financial reporting, and providing exceptional outsourced services, and you thrive in a dynamic, collaborative, and growth-oriented environment where innovation, teamwork, and continuous learning are pivotal to success, we would be delighted to hear from you. The ideal candidate will be proactive, detail-oriented, and analytical, with a strong commitment to teamwork and the ability to embrace challenges. You will be someone who takes the initiative, consistently strives for excellence, and is eager to contribute to the success and growth of our organization. C. Key Responsibilities Accounting & Financial Operations · Manage end-to-end accounting operations across multiple client accounts, including Accounts Payable (AP), Accounts Receivable (AR), journal entries, and payroll journals. · Oversee month-end and year-end closing processes, ensure timely and accurate financial reporting in line with client deadlines. · Prepare and review financial statements including Profit and Loss (P&L), Balance Sheet, and Cash Flow Statements in accordance with GAAP, IFRS, or relevant local accounting standards. · Execute regular bank reconciliations, process bank transactions, and apply credit memos across AP and AR accounts to ensure effective cash management. Financial Analysis & Reporting · Monitor and report on aging of AR and AP ledgers to optimize working capital and support timely collections and payments. · Coordinate with internal teams and external partners to ensure accurate payroll processing, AP/AR management, and tax filings. Client Engagement & Relationship Management · Build and maintain strong client relationships through clear communication, proactive updates, and timely resolution of accounting-related queries. · Ensure high levels of client satisfaction and retention through consistent delivery of quality service and responsiveness. Process Improvement & Team Development · Identify and implement automation or workflow improvements to enhance accuracy, efficiency, and scalability in accounting operations. · Mentor and support accounting team members to maintain service quality and foster skill development. Audit & Compliance Support · Support internal and external audit processes by coordinating with auditors and preparing necessary financial documentation. Ensure compliance with accounting policies, client-specific requirements, and applicable regulatory standards. D. Required Qualifications & Experience Education: · Highly preferred professional accounting certifications such as CA, CPA, CMA, or equivalent qualifications. Experience: · Minimum 3-5 years of professional experience in outsourced accounting roles. Essential Technical Skills: · Solid understanding and proven practical application of US GAAP accounting standards and methodologies. · Working knowledge of QBO, Xero, Bill.com, Yardi, Net-suite, Intacct, Expensify & Concur is preferable. · Exceptional analytical, problem-solving, organizational, and multitasking skills. · Exceptional proficiency in written and verbal english communication, enabling clear and effective collaboration with U.S.-based teams and stakeholders. · Proven ability to work independently, prioritize tasks efficiently, and adhere strictly to deadlines. E. Benefits & Perks · Health Insurance for you and your dependents including parents · Provident Fund · 3 % Fixed CTC Budget for Learning Opportunities · Market Leading Leave Policy · Paid Holidays per Calendar Year · Employee Recognition & Rewards · One of the best cultures of benevolent meritocracy F. Job Details · Title : Associate - Outsourced Accountant · Annual Compensation: As per Industry Standard · Work Schedule : Office · Nature : Full time · Shift : 9-hour shift between 5 PM – 5 AM IST · Location : Delhi, India Job Type: Full-time Application Question(s): Do you have accounting certifications such as CA, CPA, CMA? Please mention your notice period. Experience: outsourced accounting: 3 years (Required) GAAP, IFRS, or relevant local accounting standards.: 3 years (Required) AP, AR, Journal Entries: 3 years (Required) Shift availability: Overnight Shift (Preferred) Night Shift (Preferred)

A. Company Overview Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine’s Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune’s inaugural list of the 300 Most Innovative Companies. Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients. B. About Your Role We are seeking a highly qualified and dedicated Associate – Tax to join our esteemed tax team. In this role, you will provide critical support to our U.S.-based financial operations, contributing to tax compliance and the delivery of accurate and timely reporting. This opportunity is ideal for professionals with a deep understanding of tax and accounting principles and U.S. GAAP compliance, who excel in dynamic, collaborative environments driven by innovation, continuous improvement, and cross-border teamwork. The ideal candidate is meticulous, analytical, and proactive, with a strong attention to detail and a collaborative mindset—committed to delivering excellence and driving meaningful impact within a high-performance culture. C. Key Responsibilities Tax Services · Deliver a full range of U.S. tax services, including 1040, 1120, and 1065 filings, ensuring compliance with applicable federal and state regulations. · Review and manage tax returns and supporting work papers in accordance with U.S. tax laws. · Provide strategic tax planning and consulting to clients throughout the tax engagement lifecycle—from initial planning to final delivery. Accounting & Financial Operations · Prepare accurate financial records in strict compliance with US GAAP. · Lead month-end and year-end closing activities, including account reconciliations and general ledger review. · Oversee day-to-day financial transactions such as accounts payable, receivable, payroll, and bank reconciliations. · Prepare and deliver financial reports and performance analyses to senior leadership. · Support annual budgeting and financial forecasting processes. Client Engagement & Collaboration · Build and sustain strong client relationships through reliable service and strategic financial guidance. · Communicate with U.S. counterparts to resolve accounting issues and ensure alignment on financial and tax matters. · Work closely with clients to provide exceptional service that exceeds expectations. Compliance & Continuous Learning · Ensure adherence to U.S. tax reporting requirements. · Continuously stay updated on changes in U.S. taxation D. Required Qualifications & Experience Education: · Chartered Accountant · Highly preferred professional accounting certifications such as CPA, CMA, or equivalent qualifications. Experience: · Minimum 3-5 years of professional experience in accounting roles, specifically with substantial exposure to US GAAP and taxation. · Experience in accounting roles, specifically with exposure to 1065 and 1120 returns, and expertise as a 1040 specialist. Essential Technical Skills: · Solid understanding and proven practical application of US GAAP accounting standards and methodologies. · Proficiency with leading tax and accounting software packages such as CCH Access and GoSystems. · Exceptional analytical, problem-solving, organizational, and multitasking skills. · Exceptional proficiency in written and verbal English communication, enabling clear and effective collaboration with U.S.-based teams and stakeholders. · Proven ability to work independently, prioritize tasks efficiently, and adhere strictly to deadlines. Preferred but not mandatory skills or experiences: · Excellent academic performance with top-quartile results throughout educational and professional qualifications. E. Benefits & Perks · Health Insurance for you and your dependents including parents · Provident Fund · 3 % Fixed CTC Budget for Learning Opportunities · Market Leading Leave Policy · Paid Holidays per Calendar Year · Employee Recognition & Rewards · One of the best cultures of benevolent meritocracy F. Job Details · Title : Associate - Tax · Annual Compensation: As per Industry Standard · Work Schedule : Office · Nature : Full time · Shift : 9-hour shift between 5 PM – 5 AM IST · Location : Delhi, India Job Type: Full-time Application Question(s): Please mention your notice period. Experience: U.S. tax services, including 1040, 1120, and 1065 filings: 3 years (Required) US GAAP: 3 years (Required) License/Certification: Chartered Accountant (Required) Shift availability: Overnight Shift (Preferred) Night Shift (Preferred)

A. Company Overview Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine’s Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune’s inaugural list of the 300 Most Innovative Companies. Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients. B. About Your Role We are looking for an Associate - Content Writer to join our Brand Communication team. In this role, you will create high-quality, engaging content for our US-based clients, helping to drive impactful communication strategies, market relevance, and customer success. If you're passionate about content creation, writing for global audiences, and thrive in a fast-paced, collaborative, and growth-focused environment where innovation, teamwork, and continuous learning drive success, we’d love to hear from you! The ideal candidate is detail-oriented, adaptable, collaborative, and quality-driven—someone who takes initiative, embraces challenges, and is eager to contribute to a culture of excellence and impact. C. Key Responsibilities · Research and write compelling content tailored for US-based audiences, including blog posts, articles, social media content, and other digital platforms. · Collaborate with team members and clients to develop and execute content strategies that meet US market needs and client objectives. · Optimize content for SEO to increase visibility and engagement among US users. · Edit and proofread content to ensure it meets high standards of quality, accuracy, and alignment with US English standards. · Stay updated on the latest trends in content marketing and US consumer behavior to inform content creation. · Manage content calendars and ensure timely delivery of projects while maintaining consistency in tone and style. D. Required Qualifications & Experience Education: Bachelor’s degree in English, Journalism, Communications, or a related field. Experience: 2-3 years of proven experience as a Content Writer, specifically for US-based clients and targeting a US audience. Demonstrated experience working in a content agency or similar environment. Essential Technical Skills: Excellent command of US English, with strong attention to grammar, spelling, and style. Deep understanding of SEO best practices and content optimization techniques. Ability to adapt writing style to suit different tones, voices, and client requirements. Proficiency in using content management systems (e.g., WordPress, Drupal) and writing tools. Preferred but Not Mandatory: Strong understanding of US cultural nuances and market preferences. Ability to work independently and manage multiple projects simultaneously. Excellent communication skills and ability to collaborate with remote teams. E. Benefits & Perks · Health Insurance for you and your dependents including parents · Provident Fund · 3 % Fixed CTC Budget for Learning Opportunities · Market Leading Leave Policy · Paid Holidays per Calendar Year · Employee Recognition & Rewards · One of the best cultures of benevolent meritocracy F. Job Details · Title : Associate – Content Writer · Work Schedule : Office · Nature : Full time · Shift : 5:30 PM to 2:30 AM IST · Location : Mumbai, Maharashtra Job Type: Full-time Pay: ₹30,000.00 - ₹35,000.00 per month Benefits: Health insurance Paid sick time Paid time off Provident Fund Schedule: Evening shift Monday to Friday UK shift Application Question(s): Please mention your current CTC. Please mention your notice period. Experience: Content writing for US-based clients: 2 years (Required) US English: 2 years (Required) Wordpress: 2 years (Required) Content creation: 2 years (Required) Work Location: In person

A. Company Overview Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine’s Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune’s inaugural list of the 300 Most Innovative Companies. Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients. B. About Your Role We are looking for a Senior Product Owner to join our Product Development Team. In this role, you will be responsible for operationalizing leadership's high-level vision into structured, executable deliverables for the Development, BA, and QA teams. You will drive Agile process implementation, maintain the product backlog and roadmap, structure requirement gathering and documentation standards, and ensure disciplined delivery execution. This role is execution-focused, not strategy-driven — ideal for someone who is organized, process-oriented, and passionate about scaling high-quality product development operations. If you are an expert in Agile product management, thrive in process-driven environments, and are excited about establishing product excellence internally, we would love to hear from you. C. Key Responsibilities Manage the end-to-end product backlog, including epics, user stories, features, and releases. Create and maintain product documentation standards (BRDs, PRDs, FRDs, user journey maps, stakeholder approval formats). Break down leadership’s high-level vision into actionable roadmaps and quarterly deliverables. Implement and enforce Agile practices (sprint planning, standups, retrospectives, backlog grooming) across Development, BA, and QA teams. Work closely with BAs, Devs, and QA to ensure requirements are clearly defined, signed-off, and executed. Standardize formats for requirement gathering, stakeholder sign-offs, user mapping, and sprint goal setting. Present product development progress to leadership, summarizing accomplishments, risks, and milestones. Champion cross-team collaboration and continuously raise the Agile maturity of the organization. Facilitate seamless communication and expectation management between execution teams and leadership. Success Metrics Agile Process Adherence: 100% of teams following agreed Agile ceremonies and practices. Backlog Readiness: 90%+ of sprint backlog stories are ready (properly defined, estimated, and approved) before sprint start. Roadmap Alignment: Roadmaps delivered quarterly, with clear linkage to leadership’s vision and business priorities. Delivery Predictability: 85%+ of committed sprint goals achieved consistently. Documentation Quality: 100% of epics, features, and major changes documented as per the defined format and accessible to all teams. D. Required Qualifications & Experience Education: Bachelor’s or Master’s degree in Engineering, Computer Science, or a related technical/business field. Experience: 4+ years of experience in Product Owner or Technical Product Management roles. Must have worked on software development projects from ideation to launch. Proven hands-on experience creating and maintaining detailed product roadmaps. Deep familiarity with Agile methodologies and ability to enforce Agile discipline across teams. Experience working with B2B or SaaS products. Essential technical skills: Strong expertise in using JIRA, Asana, Google Docs, and Miro. Familiarity with backlog management, sprint planning, and stakeholder collaboration tools. Ability to create templates, formats, and frameworks for requirement management. Preferred but not mandatory skills or experiences: Knowledge of UI/UX design principles and how they influence requirement gathering. CSPO certification or equivalent. E. Benefits & Perks Health Insurance for you and your dependents including parents Provident Fund 3 % Fixed CTC Budget for Learning Opportunities Market Leading Leave Policy Paid Holidays per Calendar Year Employee Recognition & Rewards One of the best cultures of benevolent meritocracy F. Job Details Title : Product Owner Work Schedule : Office Nature : Full time Shift: 3 PM – 12 AM IST Location: Delhi, India / Dehradun, Uttarakhand

A. Company Overview Founded in 2012, Occams Advisory is a leading business solutions, professional services and financial advisory provider specializing in growth, financing, and taxation. Serving as a trusted advisor throughout the business lifecycle, Occams combines Fortune 500 expertise, entrepreneurial insights, and a global perspective to deliver world-class solutions. Occams has achieved remarkable recognition for its rapid growth, securing 8 spots on Inc. magazine’s Fastest Growing 5000 Private Companies list, 4 consecutive rankings on the Financial Times Fastest Growing 500 Companies in the Americas. In 2023, Occams was honored on Fortune’s inaugural list of the 300 Most Innovative Companies. Operating across all U.S. states and territories, Occams boasts a team of over 100 professionals based in major cities worldwide, including New York, Los Angeles, Toronto, Delhi and Mumbai. Its leadership includes alumni from Fortune 500 companies such as Barclays, UBS, and Merrill Lynch, and prestigious academic institutions like NYU, Duke University, and London Business School. Recognized as a leader in professional services, Occams delivers transformative growth and advisory solutions to clients. B. About Your Role We are looking for a AI Software Engineer to join our AI Initiative. In this role, you will drive the development of AI-powered solutions, generative AI, and AI business solutions to create impactful applications. This position is for someone who lives and breathes AI, LLMs, and APIs—whose language is defined by tokens, embeddings, and temperature settings. It demands an AI specialist who has been immersed in AI from its inception, deeply understands its evolution, and is always at the cutting edge of LLMs, AI Business use cases, and generative models. You will be responsible for end-to-end AI model execution, from conceptualization and training to optimization and deployment, ensuring that our AI-driven solutions are not just innovative but also scalable and impactful. If your thought process revolves around prompt engineering, parameter tuning, and the evolution of AI architectures, you might be the perfect fit. The ideal candidate is proactive, analytical, and detail-oriented—someone who takes initiative, embraces challenges, and is eager to contribute to a culture of excellence and impact. C. Key Responsibilities Develop LLM-Powered Business Solutions: Design, build, and deploy robust applications that leverage LLM frameworks such as OpenAI and Langchain to address business-specific use cases. Implement Retrieval-Augmented Generation (RAG) Pipelines: Develop and maintain scalable RAG systems—including integration with vector databases (e.g., Qdrant) and memory modules—to improve the accuracy and relevance of responses. Advanced Prompt Engineering: Apply advanced prompt engineering techniques to optimize user interactions and generate precise responses, ensuring that the application meets business needs. API and Microservices Development: Create and secure RESTful APIs and microservices for seamless integration of LLM functionalities into existing systems, with a focus on data security and compliance. Cloud Architecture Integration: Work with cloud services (e.g., AWS Lambda, S3, CloudFormation) to ensure the LLM applications are highly scalable, resilient, and cost-effective. Collaboration with Cross-Functional Teams: Partner with product managers, designers, and other stakeholders to translate business requirements into technical solutions, iteratively refining applications based on feedback. Performance Optimization and Quality Assurance: Monitor, troubleshoot, and continuously optimize applications for performance, ensuring high-quality, business-aligned outputs and maintaining rigorous guardrails. D. Required Qualifications & Experience Education: Bachelor's or master's degree in computer science, Data Science, Engineering, or a related field; relevant certifications are a plus. Experience: 2+ years of experience with OpenAI, Gemini, Lambda, Llama, Langchain integration into business uses cases. Essential Technical Skills: Proficiency in node.js and experience with AI frameworks such as TensorFlow, PyTorch, and LangChain . Expertise in LLMs, transformers, embeddings, and generative AI . Strong understanding of AI model optimization, fine-tuning, and deployment . Experience with API development and integrating AI models into production environments . Knowledge of cloud platforms such as OpenAI, AWS, Azure, or Google Cloud for AI deployment. Ability to process and work with large datasets for AI training and development. Preferred Skills: Experience with OpenAI’s GPT models and similar architectures. Strong problem-solving skills and ability to collaborate with cross-functional teams. E. Benefits & Perks Health Insurance for you and your dependents including parents Provident Fund 3 % Fixed CTC Budget for Learning Opportunities Market Leading Leave Policy Paid Holidays per Calendar Year Employee Recognition & Rewards One of the best cultures of benevolent meritocracy F. Job Details Title: Sr. Software Engineer (AI) Annual Compensation: 12 – 13 LPA Work Schedule: Office Nature: Full time Shift: 3:00 PM to 12:00 AM IST Location: Delhi, India/ Dehradun, Uttarakhand

As a Sr. Software Engineer specializing in AI, you will be a crucial part of Occams Advisory's AI Initiative. Your primary responsibility will be to lead the development of AI-driven solutions, generative AI, and AI business applications that have a significant impact on various domains. If you are passionate about AI, LLMs, and APIs, and are well-versed in tokens, embeddings, and temperature settings, this role is tailor-made for you. Your expertise will be instrumental in steering the end-to-end execution of AI models, starting from conceptualization and training to optimization and deployment. The role necessitates a profound understanding of AI evolution, particularly in the realms of LLMs, AI Business applications, and generative models, ensuring that the AI solutions are not only innovative but also scalable and effective. You will play a pivotal role in developing LLM-Powered Business Solutions by creating robust applications leveraging frameworks like OpenAI and Langchain. Your proficiency in implementing Retrieval-Augmented Generation (RAG) Pipelines, advanced prompt engineering, and API and Microservices Development will be critical in enhancing user interactions and integrating AI functionalities seamlessly. Collaborating with cross-functional teams and ensuring performance optimization and quality assurance will also be part of your responsibilities. To excel in this role, you should hold a Bachelor's or Master's degree in computer science, Data Science, Engineering, or a related field, with at least 2 years of experience in integrating OpenAI, Gemini, Lambda, Llama, Langchain into business scenarios. Proficiency in node.js, AI frameworks like TensorFlow and PyTorch, as well as expertise in LLMs, transformers, embeddings, and generative AI are essential. Additionally, experience in AI model optimization, API development, cloud platforms (OpenAI, AWS, Azure, Google Cloud), and handling large datasets for AI training is required. Occams Advisory offers a comprehensive benefits package that includes health insurance for you and your dependents, provident fund, a fixed CTC budget for learning opportunities, a market-leading leave policy, paid holidays, employee recognition & rewards, and a culture that values meritocracy. If you are a proactive, analytical, and detail-oriented professional who thrives on challenges and is eager to contribute to a culture of excellence and impact, we encourage you to apply for this exciting opportunity as a Sr. Software Engineer (AI) with Occams Advisory.,