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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 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:
- Build and maintain the core three-statement and operating model using robust architecture, accounting logic, scenario and sensitivity layers, and integrated budgets
- Own acquisition modeling and integration: build valuations, scenarios, and pro-forma combined-entity models by independently evaluating targets, supporting due diligence, and consolidating closed deals
- Drive the financial substance of monthly, quarterly, and annual business reviews by translating model outputs into clear narratives for senior management, the board, and investors
- Diagnose financial and SaaS metric movements by identifying operating drivers, pressure-testing assumptions, and modeling relevant levers and downside cases
- Apply AI and spreadsheet automation to recurring financial workflows while retaining judgment over what remains manual
The role exists to change decisions, not report them. It reads and integrates budgets into the model but does not run the budgeting cycle. Acquisition work is periodic and must be carried alone 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
- Expertise in bottom-up short-term forecasting, driver-based long-term modeling, and SaaS unit economics metrics
- Knowledge of acquisition valuation, purchase accounting, combined-entity projections, and consolidation mechanics
- 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 improves speed and control from where financial judgment must remain
