Basis is a company that builds real agents to perform end-to-end work for major accounting firms ... Qualifications : Required : • Experience: 3+ years in accounting, corporate finance, FP&A, ...
1 Basis Security Analyst Jobs Hiring Near You
Basis is a company that builds real agents to perform end-to-end work for major accounting firms ... Qualifications : Required : • Experience: 3+ years in accounting, corporate finance, FP&A, ...
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Job description
Job Summary:
Basis is a company that builds real agents to perform end-to-end work for major accounting firms. The Accounting Solutions Consultant will lead value-based demos, serve as a finance expert, and partner with Account Executives to drive technical qualification and ensure smooth transitions to post-sales teams.
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.
• Own security and IT questionnaires and guide 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.
• Ensure smooth handoffs to post-sales teams through clear knowledge transfer.
• Stay sharp on accounting practices, industry trends, and the competitive landscape.
Qualifications:
Required:
• 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 solution
• 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
Preferred:
• Early stage startup experience
• Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.)
Company:
Basis provides an AI agent platform that automates accounting workflows for professionals. Founded in 2023, the company is headquartered in New York, USA, with a team of 51-200 employees. The company is currently Growth Stage.
Basis is a company that builds real agents to perform end-to-end work for major accounting firms. The Accounting Solutions Consultant will lead value-based demos, serve as a finance expert, and partner with Account Executives to drive technical qualification and ensure smooth transitions to post-sales teams.
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.
• Own security and IT questionnaires and guide 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.
• Ensure smooth handoffs to post-sales teams through clear knowledge transfer.
• Stay sharp on accounting practices, industry trends, and the competitive landscape.
Qualifications:
Required:
• 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 solution
• 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
Preferred:
• Early stage startup experience
• Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.)
Company:
Basis provides an AI agent platform that automates accounting workflows for professionals. Founded in 2023, the company is headquartered in New York, USA, with a team of 51-200 employees. The company is currently Growth Stage.