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Nelson Xu

Nelson Xu


Director, Corporate Finance and FP&A



Professional Overview
Nelson Xu is an experienced finance executive with a strong background in corporate finance, financial planning and analysis (FP&A), and strategic business consulting. As the Director of Corporate Finance and FP&A at Carbon Health, he leverages his expertise to drive financial optimization, operational efficiency, and strategic decision-making.

Experience Summary

Current Role
As the Director of Corporate Finance and FP&A at Carbon Health, Nelson is responsible for overseeing the company's financial planning, analysis, and reporting. He leads a team of finance professionals in developing and monitoring key performance indicators, optimizing budgeting and forecasting processes, and providing strategic insights to support the company's growth initiatives. Under his leadership, the finance function has streamlined reporting, improved data-driven decision-making, and contributed to Carbon Health's continued expansion.

Career Progression
Prior to joining Carbon Health, Nelson held the role of Senior Analyst, Corporate Finance and FP&A at Bowers & Wilkins, where he played a crucial role in the company's financial transformation. He spearheaded the implementation of a new FP&A system, improved forecasting accuracy, and provided analytical support that informed strategic business decisions. Before that, Nelson was a Staff Consultant at Capgemini, where he honed his skills in financial analysis, process optimization, and project management.

Academic Background
Nelson holds a Bachelor of Science in Finance from the University of California, Berkeley, where he graduated with honors. He is also a Certified Public Accountant (CPA) and has completed additional coursework in financial modeling and strategic management.

Areas of Expertise
  • Corporate finance and FP&A

  • Financial planning, budgeting, and forecasting

  • Financial reporting and data analysis

  • Process optimization and system implementation

  • Strategic business consulting and advisory


Professional Impact
During his tenure at Carbon Health, Nelson has played a pivotal role in driving the company's financial performance and supporting its rapid growth. He has implemented robust financial processes, enhanced forecasting accuracy, and provided data-driven insights that have informed strategic decision-making. Under his leadership, the finance team has become a strategic partner to the business, contributing to Carbon Health's success in the rapidly evolving healthcare technology industry.

Conclusion
With his strong financial acumen, strategic mindset, and passion for driving operational excellence, Nelson Xu is well-positioned to continue positively impacting the organizations he serves. He is committed to leveraging his expertise to support the growth and success of Carbon Health, while exploring new opportunities to further develop his professional capabilities and contribute to the finance industry.