About Credfino

Credfino provides accounting, tax, and back-office support to US CPA firms. We're building an AI-first operating model to make our teams faster, safer, and capable and to help our clients modernize their own processes.

Role Summary

We're hiring a Head of AI to own AI adoption end-to-end: strategy, secure usage, training, tooling, and hands-on automation. This is a rare hybrid role for someone who understands US accounting and tax workflows and modern AI tools (Claude, ChatGPT), IT security, and no-code automation. You'll drive internal adoption, set safe-usage standards, and translate what leading US CPA firms are doing into practical use cases for our clients.
This is a builder-operator role part strategist, part trainer, part automation engineer.

What You'll Own
AI strategy & adoption
Define and drive Credfino's AI adoption roadmap across internal teams
Identify high-value use cases surfaced by internal teams (tax prep, bookkeeping, reconciliations, review, client comms) and prioritize them by impact




Study external use cases from US CPA firms and the broader market; assess what applies to Credfino and our clients' processes
Raise measurable AI/tech adoption across the organization
Continuously test and monitor for new AI tools in US accounting and tax and create awareness, help pick the tools that are most important for training the staff and team members
Safe & compliant usage
Build and maintain AI usage guidelines for the firm (what's allowed, what isn't, data handling rules)
Ensure no customer/PII or client financial data is exposed to public AI tools; define approved tools, data boundaries, and review processes
Partner with IT and security on tooling, access controls, and vendor/data-privacy considerations (SOC 2, GLBA, IRS Pub 4557)
Training & enablement
Run ongoing AI training for staff: general use cases, prompting, using Claude/ChatGPT effectively, building agents, and tool workflows
Create a rolling monthly training + assignment agenda wi

📌 Head of Artificial Intelligence (Indore)
🏢 CredFino
📍 Indore