Teams at Behavox

Owns the company’s integrated three-statement and operating financial models, SaaS forecasts, unit economics, scenarios, and sensitivities. Builds acquisition valuations, supports diligence, and integrates completed deals. Leads financial review reporting, diagnoses business and SaaS metric movements, challenges assumptions, and provides recommendations to leadership, the board, and investors. Uses AI and spreadsheet automation to improve financial workflows while maintaining data validation and judgment.

Owns Behavox’s core three-statement and operating financial models, including forecasting, SaaS metrics, scenarios, sensitivities, and integrated budgets. Builds acquisition valuations, supports diligence, and integrates completed deals into consolidated models. Leads financial analysis for business reviews, translating performance drivers into recommendations for senior leadership, the board, and investors. Uses AI and spreadsheet automation to improve recurring workflows while maintaining financial judgment, validation, and model integrity.

Owns strategic commercial relationships with regulated financial institutions, including account health, executive relationships, renewals, churn forecasting, negotiations, expansions, and retention. Leads strategic business reviews focused on compliance posture, regulatory risk, control maturity, and platform value. Manages delivery escalations, coordinates internal teams, translates technical updates for clients, and ensures commitments are fulfilled across a portfolio of enterprise accounts.