Basis Ai

Finance Generalist

New York Office. Posted 2 months ago

The role

You will own end-to-end financial analysis including revenue, headcount, unit economics, and cash models. You will work across finance, revenue operations, go-to-market, product, and engineering to turn analysis into business action. You will also rebuild finance processes using AI and LLMs.

What you will do

  • Own revenue, headcount, unit economics, and cash models
  • Evaluate pricing changes and new investments
  • Align people to ensure decisions are implemented
  • Investigate metric fluctuations by analyzing data, contracts, or communications
  • Run experiments to use LLMs for finance work like reconciliation and variance commentary
  • Build skills, agents, or workflows to automate manual processes
  • Field questions from founders and engineers regarding runway and commissions
  • Deliver briefs to the leadership team

Required qualifications

  • 4–8 years of experience
  • Experience in investment banking, private equity, venture, consulting, or a similar analytically rigorous environment
  • Experience in strategic finance, revenue operations, or a similar function at a high-growth software, fintech, or AI company
  • Exceptional financial modeling and analytical skills
  • A builder’s mindset to create systems and automate work
  • Track record of using AI and modern tools to increase leverage
  • Strong business judgment
  • Excellent written and verbal communication

Nice to have

  • GTM fluency including SaaS metrics, pipeline and capacity planning, pricing, commissions, or usage-based business models
  • Data fluency with SQL, BI tools, or lightweight scripting
  • Experience owning planning for a business unit or organization
  • Hands-on AI building such as agents, workflows, or internal tools

Benefits

  • Premium Medical, Dental, and Vision coverage
  • Life Insurance
  • 6 coaching and 6 therapy sessions through Spring Health
  • 100% coverage for Wellhub Gold membership
  • Unlimited PTO
  • 12 paid company holidays
  • Daily meal stipends
  • Fully stocked kitchen
  • $300 toward custom desk setup
  • Pre-tax commuter benefits
  • 401(k) retirement plan
  • Monthly office activities and optional team happy hours

About the company

Basis builds real agents that perform end-to-end work for large accounting firms. The company recently raised $100M at a valuation over $1B.