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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 board/investor 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 authority: you own the model and the truth it tells, not the decisions made from it.
Key responsibilities include:
• Building and maintaining 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.
• Building valuations, scenarios, and pro-forma combined-entity models for acquisitions by independently evaluating targets, supporting due diligence, and consolidating closed deals to provide a complete financial view of acquisition implications.
• Driving the financial substance of monthly, quarterly, and annual business reviews by translating model outputs and performance drivers into a clear narrative for senior management, the board, and investors.
• Diagnosing 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.
• Applying AI and spreadsheet automation to recurring financial workflows by automating appropriate work and strengthening data validation while retaining judgment over what remains manual.
You will be 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:
• Financial Model & Accounting Foundations: Understands the architecture of integrated three-statement and operating models and the accounting that underpins them, including SaaS revenue recognition and cost treatment. Understands how the company's budgets are built and how to integrate them accurately into the core financial model.
• Forecasting & SaaS Unit Economics: Understands bottom-up short-term forecasting, driver-based long-term modeling, and the SaaS metrics that reveal business performance. Connects movements in those metrics to their underlying drivers and the operating levers that can change them.
• Mergers, Acquisitions & Integration: Understands acquisition valuation, purchase accounting, combined-entity projections, and consolidation mechanics sufficiently to evaluate targets and integrate completed acquisitions into the financial model.
• Business & Commercial Acumen: Understands in depth how the business and its functions generate revenue and incur costs, including the underlying revenue drivers, cost structure, and operating levers. Applies this knowledge to identify inconsistencies and challenge financial results and assumptions.
• Financial Systems & AI Tooling: Understands Google Sheets, Excel, AI, and automation capabilities sufficiently to determine how they should be applied to financial modeling and analysis. Distinguishes where automation can improve speed and control from where financial judgment and manual validation must remain.
