Accounting Solutions Consultant

About the role

Basis builds real agents that do real work in the real economy. Our agents operate for hours at a time, performing end-to-end work for some of the largest accounting firms in the world. We recently raised $100M at >$1B valuation and are racing to deploy the most advanced applied ML at production scale. Our investors include: Khosla Ventures (Keith Rabios & Vinod Khosla), Accel (Miles Clements), Google Ventures, Nat Friedman & Daniel Gross, Adam D'Angelo, Jeff Dean, Jack Altman, Noam Brown, Kyle Vogt, Amjad Masad, Clem Delangue and many other operators/technical leaders.

Responsibilities

• Lead value-based demos that show prospects how AI agents transform the month-end close, reconciliations, audit and tax workflows, and more.
• Serve as the finance expert—ready to field questions on technical accounting, compliance, and integrations—while owning security and IT questionnaires and guiding prospects through technical due diligence.
• Drive technical qualification by identifying the best opportunities and running structured evaluations, partner with Account Executives on strategy for complex cycles and enterprise deals, and ensure smooth handoffs to post-sales teams through clear knowledge transfer.
• Stay sharp on accounting practices, industry trends, and the competitive landscape.

Requirements

• Experience: 3+ years in accounting, corporate finance, FP&A, investment banking, or Private Equity
• Process-oriented: Break down complex problems into clear, repeatable steps
• Strong communicator: Explain technical concepts to both executives and accounting teams
• First principles reasoner: Question assumptions and apply lessons to new solutions
• Company-builder: Excited to build foundations as we rapidly scale
• All-in: Ready for high velocity, high responsibility environment
• Office lover: Prefers in-person collaboration in our NYC office

What You’ll Bring

• Early stage startup experience
• Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.)

What We’d Love To See

• Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.)

Benefits

• Health & Wellness: Premium Medical, Dental, and Vision coverage; Life Insurance; and 6 coaching & 6 therapy sessions through Spring Health.
• Time off: Unlimited PTO + 12 paid company holidays.
• In-Office Perks: Daily meal stipends, a fully stocked kitchen, and $300 toward your custom desk setup.
• Financial Benefits: Pre-tax commuter benefits and 401(k) retirement plan.
• Team Culture: Monthly office activities and frequent optional team happy hours.
• Parental Leave