Deployed Intelligence - Business Generalist at Basis

New York, New York, United States

Basis Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Accounting Software, BiotechnologyIndustries

Requirements

Candidates should have 3-5 years of experience in management consulting or strategy/biz-ops roles with ownership of workstreams from concept to result. Proficiency with Excel/Sheets modeling and SQL is required. Exposure to accounting or finance workflows, B2B SaaS metrics, or AI/ML-driven products is a plus. The ideal candidate is process-oriented, a strong communicator, a first-principles reasoner, a company-builder, excited about AI in accounting, prefers in-office work, and is all-in on the company's mission.

Responsibilities

The Business Generalist will partner with the CEO and functional leaders to scope, analyze, and solve the company's highest-priority business problems. This role involves transforming ambiguous questions into structured workplans, executing rigorous analyses, and driving cross-functional initiatives through to measurable impact.

Skills

Deployment
Implementation
Solution Engineering
Forward-Deployed Engineering
AI
ML
Accounting workflows
SaaS
On-Premises

Basis

Platform for developing financial applications

About Basis

Basis provides a platform that assists businesses in creating financial applications. The platform includes a variety of tools and integrations that simplify the process of building, testing, and deploying these applications. Clients, which range from financial institutions to fintech startups, can access the platform through a subscription model, paying for its features and support. Basis distinguishes itself from competitors by focusing on streamlining the development process and offering custom solutions tailored to the specific needs of its clients. The company's goal is to empower businesses to innovate and enhance their financial operations through improved application offerings.

1688 Pine St UNIT E211, San Francisco, CA 94109, USAHeadquarters
2022Year Founded
$6MTotal Funding
SEEDCompany Stage
Enterprise Software, FintechIndustries
1-10Employees

Risks

Emerging fintech startups offer similar tools at lower costs.
Regulatory scrutiny on data privacy may increase compliance costs.
Economic downturns could reduce demand for Basis's services.

Differentiation

Basis provides real-time cash flow profiles for B2B lenders.
The platform integrates data from revenue, accounting, and banking sources.
Basis offers a subscription-based model with premium services and custom solutions.

Upsides

Increased demand for real-time financial data analytics benefits Basis's offerings.
The rise of embedded finance aligns with Basis's focus on lending stacks.
Open banking trends enhance Basis's cash flow profile accuracy.

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