Kate Rose
Accounting & Finance Leadership | Strategic Financial Analysis | Clinical Analytics & Data Science
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About
Accounting and finance leader with 25+ years in healthcare, currently heading accounting and finance for a high-growth telehealth SaaS company. Hands-on expertise in GAAP and ASC 606 revenue recognition, month-end close, SaaS metrics, and modern finance stacks including Rillet and Stripe, built on 15 years of healthcare accounting, FP&A, budgeting, and audit experience. Pairs finance leadership with deep clinical analytics and data science skills to build scalable finance operations and turn complex data into clear, evidence-based decisions.
Experience
Head of Accounting and Finance at Bask Health (2025-02 – Present)
Leads the accounting and finance function for a high-growth telehealth infrastructure company whose no-code platform gives direct-to-consumer telemedicine businesses EMR, payment processing, patient management, and fulfillment through a retail, specialty, and compounding pharmacy network. Owns financial reporting, close, controls, FP&A, treasury, and tax compliance, and serves as the strategic finance partner to the executive team on pricing, unit economics, and scalable growth in a regulated healthcare technology environment.
- Builds and leads the accounting and finance team, supervising and mentoring the Accounting Lead (CPA) and staff; sets close calendars, review standards, and priorities as strategy shifts.
- Owns the month-, quarter-, and year-end close, approving journal entries, reconciliations, and variance analysis and signing off on GAAP financial statements.
- Sets ASC 606 revenue recognition policy and oversees high-volume transaction processing and billing reconciliations across subscription, payment, and pharmacy fulfillment revenue, including Stripe-to-GL reconciliation and pharmacy partner payables.
- Leads external audits and board- and investor-ready reporting; builds the operating budget, rolling forecasts, and cash flow models, and manages treasury and banking relationships.
- Tracks SaaS and telehealth unit economics — ARR/MRR, churn, CAC, LTV, gross margin, and cost per patient encounter — to guide pricing and investment decisions.
- Scales a modern finance stack on the Rillet cloud ERP and Stripe, directing workflow automation for a rapidly growing transaction pipeline.
- Oversees multi-state sales tax nexus, corporate tax filings, internal controls, and HIPAA-aligned approval workflows, managing relationships with external CPAs and auditors.
- Serves as escalation point for cross-departmental financial discrepancies, partnering with Operations, Engineering, and Data on data integrity and with executives on business cases, ROI, and pricing.
Clinical Analytic Program Manager at PeaceHealth (2022-03 – 2025-02)
Clinical Data Scientist at PeaceHealth (2019-11 – 2022-03)
Business Analyst III at Skagit Regional Health (2019-03 – 2019-11)
Financial Analyst at WhidbeyHealth Medical Center and Clinics (2016-11 – 2018-11)
Senior Staff Accountant at WhidbeyHealth Medical Center and Clinics (2015-03 – 2016-11)
Accounting Specialist at WhidbeyHealth Medical Center and Clinics (2012-12 – 2015-03)
Education
Master of Healthcare Administration in Minor in Finance – Colorado State University (2017-05 – 2019-01)
Bachelor of Arts in Accounting – Washington State University (2013-01 – 2014-08)

