Basata Director of Finance at Basata responsible for owning the company's financial function including FP&A, budgeting, and scenario planning. Leads board reporting, investor relations, and builds the finance function from the ground up.
Responsibilities
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.
Own the company's financial function
Build the 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
Manage the company’s accounting and make sure it is GAAP compliant, especially understanding the complexity of revenue recognition and ASC606.
Implement usage based billing system and understand the complexity of revenue recognition.
Manage the tax filings for the company
Develop a sales comp plan
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
Qualification
7–10 years of finance experienceSaaS experience requiredLead a first time audit for a companyBachelor's degree in financeStrategic by defaultResourceful and self-directed
Required
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
Lead a first time audit for a company
Experience working at a Big 4 or having done an audit in a similar setting
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