Finance Generalist

Basis AI•New York, NY

58d•$160,000 - $210,000•Onsite

About The Position

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.

Nice To Haves

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

Responsibilities

Own key financial models.
Report on the performance of our business and financials.
Evaluate pricing or new investments.
Stand up new automations to make the finance team more efficient.
Turn ambiguous problems into clear analysis and action.
Use AI and automation as core tools—building models, dashboards, workflows, and lightweight systems that increase the speed and quality of our decisions.