What are the responsibilities and job description for the Director of Finance position at Basata?
Full-Time | Tempe, AZ
About Basata
At Basata, we're rethinking the way healthcare practices get work done. Our AI-powered tools help automate the repetitive, time-consuming tasks that bog teams down, so staff can spend less time on admin and more time with patients.
We're a small, fast-moving team that loves building smart systems and simple, intuitive experiences. If you're someone who gets excited about early-stage energy, designing better ways to work, and fixing what's broken in healthcare, we'd love to connect.
About The Role
Basata is bringing on a Head of Finance to be the company's most senior strategic finance voice, reporting directly to the CEO. As we scale, the forward-looking work — the financial model, the board narrative, the case for what we invest in next — needs a full-time owner driving it end to end.
This role is that seat. You'll own the FP&A model, budget, and scenario planning, build the KPI framework that guides how we allocate capital, and be a key voice in which bets we take to hit our financial goals. You'll also lead board reporting and investor relations, and get us investor-ready well before future funding rounds, by building the data room and diligence materials proactively.
We're looking for someone who is strategic by default but just as comfortable getting into the weeds, who can lead up to the CEO and board as naturally as they lead across the teams whose work feeds their models, and who wants to build the finance function they lead rather than inherit one already built.
What You'll Do
About Basata
At Basata, we're rethinking the way healthcare practices get work done. Our AI-powered tools help automate the repetitive, time-consuming tasks that bog teams down, so staff can spend less time on admin and more time with patients.
We're a small, fast-moving team that loves building smart systems and simple, intuitive experiences. If you're someone who gets excited about early-stage energy, designing better ways to work, and fixing what's broken in healthcare, we'd love to connect.
About The Role
Basata is bringing on a Head of Finance to be the company's most senior strategic finance voice, reporting directly to the CEO. As we scale, the forward-looking work — the financial model, the board narrative, the case for what we invest in next — needs a full-time owner driving it end to end.
This role is that seat. You'll own the FP&A model, budget, and scenario planning, build the KPI framework that guides how we allocate capital, and be a key voice in which bets we take to hit our financial goals. You'll also lead board reporting and investor relations, and get us investor-ready well before future funding rounds, by building the data room and diligence materials proactively.
We're looking for someone who is strategic by default but just as comfortable getting into the weeds, who can lead up to the CEO and board as naturally as they lead across the teams whose work feeds their models, and who wants to build the finance function they lead rather than inherit one already built.
What You'll Do
- Own the company's financial model end to end — budget, multi-year forecast, and scenario planning — and keep it current enough to answer any "what if" the CEO or board asks
- Build and maintain the KPI framework that tracks how the business is actually performing, and use it to inform capital allocation decisions in real time
- Bring proactive, data-backed recommendations on pricing, unit economics, and growth bets
- Serve as a key voice in which bets the business takes to hit its financial goals, partnering closely with the CEO and leadership team on strategic tradeoffs
- Own board reporting and investor relations: prepare and present the monthly/quarterly financial package and manage ongoing investor communication
- Build and manage the data room, diligence prep, and be the primary point of contact for investor and legal questions as we raise future funding
- Get hands-on when it matters — build the model yourself, dig into the SaaS metrics, and partner across the org so the numbers reflect what's actually happening in the business
- 7–10 years of finance experience, with a track record of taking on increasing ownership of FP&A or strategic finance at a venture-backed startup
- SaaS experience required; healthcare tech a plus
- Has personally run — not just supported — a raise and/or an audit before; understands what investor-grade diligence actually requires
- Track record owning board and investor reporting independently, not just assembling it for someone else to present
- Bachelor's degree in finance, accounting, or related field; CPA or MBA a plus, not required
- Curious and analytical — you find the story in the numbers before anyone asks you to
- Strategic by default, but just as comfortable getting into the weeds and building the model yourself when the moment calls for it
- A generalist by instinct — not looking to stay narrowly in one lane of finance
- Resourceful and self-directed; you build the process you need rather than waiting for one to exist
- Comfortable leading up and across the organization — as credible with the CEO and board as you are with the teams whose work feeds your models
- A clear, confident communicator who can carry a room with the board or the CEO
- Drive real impact. Your work helps clinics run more smoothly and gets patients care faster, with fewer headaches.
- Shape something meaningful. You'll play a real role in both the systems and the experience, not just execute someone else's design.
- High ownership. We trust you to lead, build, and bring ideas to life.
- Work with purpose. We're solving real problems in healthcare with tools people rely on every day.
- Find a way: We own outcomes — no excuses, no shortcuts. Whatever the challenge, we find a way.
- Dream big: We refuse to accept that healthcare has to be broken, and we act deliberately to build a better version of it.
- Obsess over the customer: Every decision starts with empathy for the people we serve — without compromising ethics, privacy, or trust.
- Always be learning: We're relentless about growth — our own and each other's — because it makes us better teammates and leaders.
- Move fast, deliver excellence: Speed unlocks momentum, but only paired with precision. We test, ship, and iterate quickly, and hold a high bar.