Nelson Xu
Director, Corporate Finance and FP&A
Professional Overview
Nelson Xu is an accomplished finance executive with extensive expertise in corporate finance, financial planning and analysis (FP&A), and strategic business partnering. As the Director of Corporate Finance and FP&A at Carbon Health, he plays a pivotal role in driving the company's financial performance and aligning finance initiatives with overall business objectives.
Experience Summary
Current Role
In his current role as Director of Corporate Finance and FP&A at Carbon Health, Nelson is responsible for overseeing the company's financial planning, budgeting, and forecasting processes. He collaborates closely with cross-functional teams to provide valuable financial insights, identify growth opportunities, and support strategic decision-making. Under Nelson's leadership, the finance team has successfully implemented data-driven analytics and reporting frameworks to enhance the company's financial visibility and agility.
Career Progression
Prior to joining Carbon Health, Nelson held the position of Senior Analyst, Corporate Finance and FP&A at Bowers & Wilkins, where he played a pivotal role in driving financial planning and analysis initiatives. Earlier in his career, he gained valuable experience as a Staff Consultant at Capgemini, where he honed his skills in financial modeling, process optimization, and cross-functional collaboration.
Academic Background
Nelson holds a Bachelor's degree in Finance from the University of California, Berkeley, where he graduated with distinction. He has also completed advanced coursework in financial management, strategic planning, and data analytics, further enhancing his professional competencies.
Areas of Expertise
- Corporate finance and financial planning
- Financial modeling and data analysis
- Strategic business partnering and decision support
- Financial reporting and performance management
- Cross-functional collaboration and project management
Professional Impact
Throughout his career, Nelson has demonstrated a track record of driving tangible financial and operational improvements. At Carbon Health, he has been instrumental in developing robust financial forecasting and scenario planning models, enabling the leadership team to navigate complex market conditions and make informed strategic decisions. His analytical insights and strategic recommendations have directly contributed to the company's strong financial performance and growth trajectory.
Conclusion
With his strong financial acumen, strategic mindset, and proven leadership abilities, Nelson Xu is poised to continue making a significant impact in the finance and healthcare technology sectors. His dedication to delivering data-driven insights and aligning finance initiatives with overall business objectives positions him as a valuable asset to Carbon Health and the broader industry.
