Derek Henry Xu

Finance Manager at Westbrook Financial · Corporate development

Westbrook Financial

Austin, TX · CT (UTC-6)

7+ years experience

Wharton

English

Advising Hiring

Messaging unavailable

Overview

I lead corporate development at Westbrook Financial in Austin. Took forecast accuracy to within 3% for 6 straight quarters. Saved $7 million a year renegotiating vendor contracts. Before that: eBay and HP. Most at home with due diligence and liquidity. Marathoner (5 so far).

Good reasons to reach out

Advice on corporate development
Candidates for the role I'm hiring for
Second opinions on strategy decisions
Working sessions on valuation

Please don't message about

Agency or outsourcing pitches
SEO and link-building offers
Offshore staffing offers

Best reached early in the week

Skills

valuationdue diligencedeal executionstrategyliquidity

AdvisingOpen to advising

closes in 3 months

Office hours for first-time CFOs: corporate development and liquidity

Topics: corporate development, valuation, due diligence
Format: Calls
Terms: Paid
Capacity: One call a month
Best for: First-time founders

7 years of corporate development. One call a month or async reviews.

Austin, TXdue diligencestrategydeal execution

Open

HiringHiring for a role

closes in 3 months

Hiring a founding financial analyst for the corporate development team - Austin

Role: Founding financial analyst
Level: Senior
Type: Full-time
Work mode: Hybrid
Compensation: $179k-$215k
Team: Corporate development, 18 people
Start: As soon as possible
Must have: Strong SQL and statistics Turns analysis into decisions Comfort with ambiguity
Process: 3 conversations, no take-home

Comp $142k-$269k. Four conversations, no take-home. Message me with one thing you shipped that you're proud of.

Austin, TXdeal executiondue diligenceliquidity

Open

Experience

Finance Manager
Sep 2023 - Present
Westbrook Financial · 3 yr 1 mo · Full-time · Austin, TX
- Took forecast accuracy to within 3% for 10 straight quarters.
- Ran diligence on 9 acquisitions.
- Built the operating model the board used for a $210 million raise.
Senior Financial Analyst
Jan 2022 - Jul 2023
eBay · 1 yr 6 mo · Full-time · Austin, TX
- Built the operating model the board used for a $106 million raise.
Financial Analyst
Jun 2020 - Jan 2022
HP · 1 yr 7 mo · Full-time · Austin, TX
- Built the operating model the board used for a $139 million raise.
- Saved $3 million a year renegotiating vendor contracts.
Financial Analyst
Jun 2019 - Feb 2020
Meta · 8 mo · Full-time · Austin, TX
- Took forecast accuracy to within 2% for 6 straight quarters.

References

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Education

Wharton
MBA, Business Administration
2021 - 2023
Columbia University
BA, Accounting
2015 - 2019

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