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Behavox is a cloud-native AI company providing an integrated controls platform for global financial institutions—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 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 output and assumption.
You will also build valuations, scenarios, and pro-forma models behind acquisition evaluation and due diligence, then fold closed deals into a consolidated view. You will drive much of the substance of monthly, quarterly, and annual business reviews for senior management and investors, turning the model into a narrative that explains what moved results and what it means for the business.
Your influence comes from the rigor and reach of your analysis, not from authority. You will diagnose why metrics are moving, pressure-test assumptions, and hand decision-makers recommendations they can act on—including downside cases, not just point estimates. 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.
This role works without a detailed brief and sets the modeling standard others build on. It is accountable for the accuracy and integrity of the numbers and for turning them into sharp recommendations for senior leadership, the board, and investors.
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
- Strong command of SaaS unit economics and metrics that reveal performance
- 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
- Fluency with Google Sheets and Excel
- Familiarity with AI and automation landscape, knowing where it is trustworthy and where it is not
- Ability to spot numbers that don't add up and pressure-test assumptions
- High autonomy and ownership mindset
