Basis AI Finance Generalist at Basis AI owning end-to-end financial analysis and modeling to guide business decisions. Responsible for rebuilding finance processes around AI and ensuring actionable insights drive company strategy.
Responsibilities
This is not a reporting role. You’ll own the analysis end to end: framing the question, finding the truth in the numbers, deciding what it means, and then making sure the business acts on it. You’ll report to the Head of Finance and work across finance, revenue operations, go-to-market, product, and engineering.
Own the models the company runs on. Revenue, headcount, unit economics, cash. Leadership makes decisions off your work, so it has to be right and it has to be legible.
Take analysis to action. Evaluating a pricing change or a new investment is half the job. The other half is getting the right people aligned and making sure the decision actually gets implemented. You follow the number until something changes because of it.
Chase down what doesn’t add up. When a metric moves and the explanation doesn’t sniff right, you go deep enough to find out why, whether that’s the data, the contract, or the Slack thread, and you come back with a real answer.
Rebuild finance around AI. You’ll run experiments on where LLMs can take on finance work: the recurring reconciliation, the variance commentary, the board deck refresh. When you catch yourself doing a process by hand, you’ll ask whether you can build a skill, an agent, or a workflow that moves you from doing the work to reviewing it. Then you’ll build it.
Be the finance team for the whole company. Field a founder’s question on runway and an engineer’s question on how commissions work with the same care. Deliver a brief to the leadership team on Monday; help a GTM lead read a capacity model on Tuesday.
📍 Location: NYC, Flatiron office. In-person team, five days a week.
Qualification
An operatorHyper curiousAI-forwardA clear communicatorComfortable at every altitudeWhat you’ll bring4–8 years of experienceA builder’s mindsetStrong business judgmentGTM Fluency
Required
An operator, not just an analyst. You’ve watched good analysis go nowhere and it bothers you. You measure your work by what changed, not by what got produced.
Hyper curious. You ask why until you get an answer that holds up. You have a nose for when something is off and the patience to trace it to the source, and you use what you find to make better decisions.
AI-forward. You already use AI to work faster and go deeper, and you want to know how far it can go. You’d rather run the experiment than read about it. You’re excited by the idea that the data entry gets done by an agent and your job becomes the judgment.
A clear communicator. When anyone can generate three pages in thirty seconds, knowing the one thing that matters is the scarce skill. Before you send the brief, you ask what the most salient point is and how someone with five minutes should receive it.
Comfortable at every altitude. Humble enough to answer a basic finance question from a teammate, sharp enough to hold your own in a leadership discussion, and fluent enough to work with engineers and sellers alike.
What you’ll bring
4–8 years of experience. Most likely you started in investment banking, private equity, venture, consulting, or another analytically rigorous environment, and either moved into strategic finance, revenue operations, or a similar function at a high-growth software, fintech, or AI company, or you’re ready to make that jump now.
Exceptional financial modeling and analytical skills, and the judgment to connect detailed work to a clear point of view.
A builder’s mindset: you create systems from scratch, automate repetitive work, and improve how teams operate rather than maintaining what already exists.
A track record of using AI and modern tools to increase your own leverage, and the appetite to push that much further.
Strong business judgment: you know which questions matter most and how to balance rigor with speed.
Excellent written and verbal communication, and the confidence to turn complex analysis into clear recommendations for company leadership.
