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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 accountable for the accuracy and integrity of all financial outputs and recommendations to senior leadership, the board, and investors.
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. Own the accuracy of every output and the integrity of every assumption.
**Acquisition Modeling & Integration**: Independently evaluate acquisition targets, build valuations and pro-forma combined-entity models, support due diligence, and consolidate closed deals into a single consolidated financial view.
**Business-Review Reporting**: Drive the financial narrative of monthly, quarterly, and annual business reviews by translating model outputs and performance drivers into clear analysis 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 provide evidence-based recommendations.
**AI-Enabled Productivity**: Apply AI and spreadsheet automation to recurring financial workflows, automating appropriate work while retaining judgment over what remains manual to reduce cycle time without compromising financial integrity.
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; steady state is the operating model and SaaS forecasting. Your influence comes from the rigor and reach of your analysis, not from authority—you own the model and the truth it tells, not the decisions made from it.
Behavox was founded in 2014 and is backed by SoftBank Vision Fund. The company is headquartered in London with offices in New York City, Montreal, Seattle, Singapore, and Tokyo. This is a hybrid role requiring 1 day per week in office in Montreal.
**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 generates revenue and incurs 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
- 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
