Josh Lee has a strong background in finance and business operations. Josh currently serves as the Chief Operating Officer at Goldin, where they have played a crucial role in driving the company's financial strategy and reporting, revenue operations, and scalability. Prior to this, they worked as the Head of Finance and Business Operations at Goldin, where they successfully launched the budget and financial reporting process and helped triple the company's sales. Before joining Goldin, Josh was the Finance Lead at Pegasus Tech Ventures, where they oversaw day-to-day financial operations and collaborated with the senior executive team. Josh also has experience as the Head of Finance and Administration at HeartFlow, Inc, where they led the company's transformation and implemented streamlined HR and financial processes. Earlier in their career, Josh served as the Director of Finance, FP&A at Shutterfly, spearheading long-range strategic financial planning and enhancing financial visibility and analysis. Josh also worked at The Clorox Company and Applied Biosystems in various finance roles.
Josh Lee attended Santa Clara University from 1997 to 2001, where they obtained a Bachelor of Science degree in Finance. Following their time at Santa Clara University, they pursued a Bachelor's degree in Psychology at Indiana University Bloomington, although specific start and end years are not provided. Additionally, Josh has acquired several certifications, including a Harvard University Verified Certificate for Contract Law: From Trust to Promise to Contract in May 2023, a Licensed Realtor DRE #02116192 from the California Department of Real Estate in March 2021, and a Lifeguard certification from the American Red Cross in December 2018.
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