As the Director of Finance at Basis, Josh Doan plays a pivotal role in steering the financial strategy and operational efficiency of the organization. With a solid foundation built during his tenure at MedPut, where he wore multiple hats, Josh has honed his expertise in...
As the Director of Finance at Basis, Josh Doan plays a pivotal role in steering the financial strategy and operational efficiency of the organization. With a solid foundation built during his tenure at MedPut, where he wore multiple hats, Josh has honed his expertise in financial analysis, risk management, and data-driven decision-making. His current responsibilities include leveraging SQL and Amazon QuickSight to generate comprehensive utilization reports, capital projections, and loss planning analyses. These insights are crucial for guiding the company's financial health and strategic direction.
In his role, Josh conducts weekly meetings with the co-founders to discuss and implement strategies for risk mitigation, including the introduction of innovative pricing changes and dispute policies. This collaborative approach not only enhances the company's financial resilience but also fosters a culture of transparency and proactive problem-solving. Additionally, Josh engages regularly with the Development and Product teams to align financial objectives with product roadmaps, ensuring that financial planning is integrated with operational capabilities.
Josh's skill set, which includes cash flow forecasting, leadership, and effective communication, enables him to navigate complex financial landscapes while maintaining a focus on customer service and stakeholder engagement. His proficiency in tools like Salesforce Lightning and Java further enhances his ability to analyze data and drive strategic initiatives. As Basis continues to grow, Josh's insights and leadership will be instrumental in shaping the company's financial future and achieving its long-term goals.