Financial AI Data Specialist at Basis

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Accounting, AIIndustries

Requirements

3–6 years working in data analytics, integration, or quality roles within enterprise software, fintech, or accounting systems, with analytical mindset and strong data skills
Systems thinker: Enjoys connecting dots between application features, backend data, and user experience; comfortable diagnosing both data-level and logic-level issues
Quality-minded: Understanding of accounting and finance workflows with hands-on experience testing both data and application behavior to ensure correctness and reliability
AI-curious: Fascinated by how structured financial data can power machine reasoning, anomaly detection, and generative workflows
Builder mindset: Treats processes as products—automating manual steps, codifying checks, and driving continuous improvement
Advanced SQL skills for deep data validation and debugging complex data pipelines (preferred)
Programming experience (e.g. Python) to design and implement custom data validation and transformation logic (preferred)
Comfort working with AI/ML datasets and helping define labeling, validation, or explainability standards (preferred)
Familiarity with ERP systems (e.g., NetSuite, QuickBooks, or Xero) and their data structures (preferred)
Experience with ETL pipelines, API-based integrations, or data observability tools (preferred)
Background in accounting data reconciliation, audit workflows, or financial data modeling (preferred)

Responsibilities

Own the accuracy and trustworthiness of financial data flowing through the platform—every number, reconciliation, and migration matters
Ensure the data that powers models and automation is clean, labeled, and ready—so insights are explainable and intelligent features truly shine
Turn data accuracy into user confidence—when accountants and analysts trust what they see, they love the product more
Monitor, validate, and debug integrations across ERPs, pipelines, and internal systems to maintain freshness, completeness, and consistency
Detect subtle data drifts or mapping errors before they surface to users—then trace and resolve them with precision
Define validation suites, automated checks, and release gates that keep data quality high as new features and integrations are shipped
Explore patterns in accounting data to surface insights, edge cases, and opportunities for better automation and product intelligence
Build and evolve internal data documentation, runbooks, and validation playbooks to accelerate onboarding and increase confidence in data decisions

Skills

ERP Integrations

Data Pipelines

Data Quality

Data Validation

Data Reconciliation

Data Migration

Machine Learning Workflows

Data Debugging

Financial Data Analysis

Data Monitoring

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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