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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 company planning and decisions. This is a high-autonomy role that works without detailed briefs and sets the modeling standard others build on. Your influence comes from the rigor and reach of your analysis, not from authority.
Key responsibilities:
**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. You own the accuracy of every output and the integrity of every assumption, providing reliable forecasts and analysis for company planning and decision-making.
**Acquisition Modeling & Integration** — Build valuations, scenarios, and pro-forma combined-entity models by independently evaluating targets, supporting due diligence, and consolidating closed deals to provide a complete financial view of acquisition implications and the combined business. This work is periodic and must be carried alone when it arrives; steady state is the operating model and SaaS forecasting.
**Business-Review Reporting** — Drive the financial substance of monthly, quarterly, and annual business reviews by translating model outputs and performance drivers into a clear narrative that enables senior management, the board, and investors to understand results and their implications.
**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 they can act on.
**AI-Enabled Productivity** — Apply AI and spreadsheet automation to recurring financial workflows by automating appropriate work and strengthening data validation while retaining judgment over what remains manual to reduce cycle time without compromising financial integrity.
You are accountable for the accuracy and integrity of the numbers, and for turning them into recommendations sharp enough to act on—the downside case included, not just the point estimate—for senior leadership, the board, and investors. You pressure-test the assumptions behind every result, work fluently with modern tooling and AI, and compound that edge by learning relentlessly.
**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 metrics that reveal business performance
- Understanding of acquisition valuation, purchase accounting, combined-entity projections, and consolidation mechanics sufficient to evaluate targets and integrate completed acquisitions
- In-depth understanding of 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 can improve speed and control from where financial judgment and manual validation must remain
- Ability to work with high autonomy, set modeling standards, and communicate complex financial analysis to senior leadership, boards, and investors
