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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.
The Senior FP&A Analyst owns Behavox's core financial model—its architecture, accounting foundations, and the forecasts and analysis that drive company planning and decisions. This is a high-autonomy role accountable for the accuracy and integrity of all financial outputs and recommendations to senior leadership, the board, and investors.
Key responsibilities include:
**Financial Model Ownership**: Build and maintain the core three-statement and operating model using robust architecture, accounting logic, scenario and sensitivity layers, and integrated budgets. Own the accuracy of every output and the integrity of every assumption to provide reliable forecasts for company planning.
**Acquisition Modeling & Integration**: Build valuations, scenarios, and pro-forma combined-entity models by independently evaluating targets, supporting due diligence, and consolidating closed deals into a single consolidated financial view.
**Business-Review Reporting**: Drive the financial substance of monthly, quarterly, and annual business reviews by translating model outputs and performance drivers into clear narratives for senior management, the board, and investors.
**Metrics Analysis & Business Partnering**: Diagnose financial and SaaS metric movements by identifying operating drivers, pressure-testing assumptions, and modeling relevant levers and downside cases to give decision-makers evidence-based recommendations.
**AI-Enabled Productivity**: Apply AI and spreadsheet automation to recurring financial workflows, automating appropriate work and strengthening data validation while retaining judgment over what remains manual.
The role reads and integrates budgets into the model but does not run the budgeting cycle. Acquisition work is periodic and must be carried independently when it arrives; the steady state is the operating model and SaaS forecasting. Influence comes from the rigor and reach of analysis, not from authority.
**Requirements:**
- Deep understanding of integrated three-statement and operating model architecture and the accounting that underpins them, including SaaS revenue recognition and cost treatment
- Proficiency in bottom-up short-term forecasting, driver-based long-term modeling, and SaaS unit economics and metrics
- Understanding of acquisition valuation, purchase accounting, combined-entity projections, and consolidation mechanics
- In-depth business and commercial acumen: understanding how the business and its functions generate revenue and incur costs, including underlying revenue drivers, cost structure, and operating levers
- Proficiency with Google Sheets, Excel, AI, and automation capabilities; ability to distinguish where automation improves speed and control from where financial judgment and manual validation must remain
- Ability to work without detailed briefs, set modeling standards, and pressure-test assumptions
- Capacity to turn numbers into sharp recommendations for senior leadership and investors, including downside cases
