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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 individual contributor role focused on turning numbers into actionable insights for leadership, the board, and investors, rather than simply reporting results.
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. This work is periodic but must be carried alone when it arrives.
**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 while strengthening data validation and retaining judgment over what remains manual.
The role is accountable for the accuracy and integrity of numbers and for turning them into recommendations sharp enough to act on—including downside cases, not just point estimates. Influence comes from the rigor and reach of analysis, not authority. The analyst owns the model and the truth it tells, not the decisions made from it.
**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
- 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 and manual validation must remain
- Ability to work without detailed briefs, set modeling standards, and pressure-test assumptions
- Strong business and commercial acumen to identify inconsistencies and challenge financial results
