Finance Generalist

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 Rabois & 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. "Basis is on the frontier of building production-grade, long-horizon agents. They've pushed the limits of what we thought our models could do on real-world, economically valuable, complex accounting tasks. They've been a great collaborator in helping us shape what the future of agents looks like." — Prashant Mital, Applied AI Lead, OpenAI

Responsibilities

• Basis is looking for a Finance Generalist to understand our business, support leadership in making better decisions, and building the operating systems to help us scale rapidly.
• This role will touch almost every function at the company - you’ll work across finance, revenue operations, go-to-market, and our product and engineering teams.
• This role reports to the Head of Finance.
• This is a broad, high-ownership role.
• You’ll own key financial models, report on the performance of our business and financials, evaluate pricing or new investments, and stand up new automations to make the finance team more efficient.
• You’ll go wherever the highest-leverage questions are and turn ambiguous problems into clear analysis and action.
• We expect our finance function to be AI-native. You’ll use AI and automation as core tools—building models, dashboards, workflows, and lightweight systems that increase the speed and quality of our decisions.

Requirements

• 4–8 years of experience, ideally beginning in investment banking or another analytically rigorous environment and followed by an in-house role in strategic finance, revenue operations, or a similar function at a high-growth B2B software, fintech, AI, or technology company.
• Exceptional financial modeling and analytical skills, with the ability to connect detailed work to a clear strategic point of view.
• A builder’s mindset: you create systems from scratch, automate repetitive work, and improve how teams operate rather than simply maintaining existing processes.
• An AI-native working style and a track record of using AI and modern tools to work faster, go deeper, and increase your own leverage.
• Strong business judgment, including the ability to identify which questions matter most and balance rigor with speed.
• Excellent communication skills and the confidence to turn complex analysis into clear recommendations for company leadership.

Skills

• GTM Fluency: Experience with SaaS metrics, pipeline and capacity planning, pricing, commissions, or usage-based business models.
• Data Fluency: Comfort working directly with large or messy datasets using SQL, BI tools, or lightweight scripting.
• Strategic Planning: Experience owning planning for a business unit or organization and surfacing the key strategic questions and investment priorities for business leaders.

Benefits

• Health & Wellness: Premium Medical, Dental, and Vision coverage; Life Insurance; and 6 coaching & 6 therapy sessions through Spring Health.
• Basis will cover 100% of your Wellhub Gold membership. Wellhub gives you access to