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Behavox is a cloud-native AI company providing an integrated controls platform for global banks, asset managers, hedge funds, private equity firms, insurance businesses, and commodity firms. The platform unifies communications and trade surveillance, compliant archiving, policy management, and front-office analytics on a single, AI-native SaaS technology stack.
You will own Behavox's core financial model—its architecture, accounting foundations, and the forecasts and analysis that drive leadership decisions. This is a high-autonomy role that turns numbers into actionable choices for senior leadership, the board, and investors. You will build and maintain the integrated three-statement and operating model with scenario and sensitivity layers, ensuring accuracy and integrity of every assumption and output.
You will also build valuations, scenarios, and pro-forma models for acquisitions, evaluating targets, running diligence, and folding closed deals into a consolidated view. This periodic work must be carried independently when it arrives; the steady state is the operating model and SaaS forecasting.
Your influence comes from the rigor and reach of your analysis, not authority. You will drive much of the substance of monthly, quarterly, and annual business reviews for senior management, the board, and investors. You will diagnose why metrics are moving, pressure-test assumptions, and hand decision-makers recommendations they can act on. You will use AI and spreadsheet automation to compress cycle time and harden data validation, automating recurring work while keeping judgment on what stays manual.
The role is hybrid (1 day in office) based in Montreal, with offices also in Toronto, New York City, Seattle, Singapore, and Tokyo. Behavox was founded in 2014 and is backed by SoftBank Vision Fund.
REQUIREMENTS:
- Deep knowledge of integrated three-statement and operating models, and the accounting that holds them up (including SaaS revenue recognition and cost treatment)
- Understanding of how company budgets are built and ability to fold them into the model
- Expertise in both bottom-up short-term forecasting and driver-based long-term modeling, with fluency in SaaS metrics and unit economics
- Knowledge of what moves each metric and which lever changes it
- Experience with mergers, acquisitions, and integration: valuation, purchase accounting, combined-entity projections, and integration mechanics
- In-depth business and commercial acumen: understanding how the business and every function make money, revenue drivers, cost structure, and operating levers
- Ability to spot numbers that don't add up on sight
- Command of Google Sheets and Excel
- Familiarity with the AI and automation landscape, knowing where it is trustworthy and where it isn't
- High autonomy and ability to work without detailed briefs
- Accountability for accuracy and integrity of numbers
- Ability to pressure-test assumptions and deliver recommendations sharp enough to act on, including downside cases
