Accounting Solutions Consultant
At a glance
Mid-level Accounting role at Basis AI. New York · full-time · $100,000–$225,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Lead prospect demos showing how AI agents handle month-end close, reconciliations, audit, tax and related workflows
- Answer finance questions on technical accounting, compliance and integrations, while managing security questionnaires and technical reviews
- Qualify opportunities through structured evaluations and work with account executives on complex enterprise sales
- Prepare clear handoffs to post-sales teams and keep current on accounting practices, industry changes and competitors
What you bring
- At least three years in accounting, corporate finance, FP&A, investment banking or another listed field
- You can explain technical topics clearly to both executives and accounting teams
- You break complicated problems into repeatable steps and apply lessons beyond the original situation
Who this fits
This role suits someone ready to take on high-velocity, high-responsibility work and help build processes in a rapidly scaling setting. You’ll work in person from the NYC Flatiron office.
From the employer
About Basis
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
What you’ll be doing:
In this role, you will lead value-based demos that show prospects how AI agents transform the month-end close, reconciliations, audit and tax workflows, and more.
You’ll serve as the finance expert—ready to field questions on technical accounting, compliance, and integrations—while owning security and IT questionnaires and guiding prospects through technical due diligence. You will drive technical qualification by identifying the best opportunities and running structured evaluations, partner with Account Executives on strategy for complex cycles and enterprise deals, and ensure smooth handoffs to post-sales teams through clear knowledge transfer. You’ll also stay sharp on accounting practices, industry trends, and the competitive landscape.
📍 Location: NYC, Flatiron office. In-person team.
What you’ll bring:
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
What we’d love to see:
Early stage startup experience
Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.)
What Success looks like in this role
Startup mindset: Excited about ambiguity and rapid growth
All-in: This is not a 9-5, we have a massive opportunity ahead of us and are looking to further accelerate our velocity. We are optimizing for the best folks and happy to compensate generously
Benefits at Basis
We offer a competitive and thoughtful benefits package designed to support your physical, mental, and financial well-being:
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 gyms like Lifetime, SoulCycle, NYSC and so many more - as well as access to wellness apps like Strava & Headspace!
Time off: Unlimited PTO + 12 paid company holidays.
In-Office Perks: Daily meal stipends, a fully stocked kitchen, and $300 toward your custom desk setup.
Financial Benefits: Pre-tax commuter benefits and 401(k) retirement plan
Team Culture: Monthly office activities and frequent optional team happy hours.
Parental Support: Access to Carrot Fertility and paid parental leave.