Derek Baker Email & Phone Number

Lehi, UT, US

New York, US

Before I joined Circle, I was a customer of their product; The FP&A Hub hosts our community on Circle's platform. Having personally benefited from their amazing product, I had to shoot my shot when an FP&A position opened up, and I was lucky enough to get the job!It's an exciting time to be at Circle. I'm getting a breadth of experience as we go.

Boston, US

Cashboard facilitated many relationships that have accelerated my personal and career development. One of those relationships is with Paul Barnhurst (The FP&A Guy). He approached me in Summer 2023 about building an FP&A community with him and our 3rd co-founder, Liran Edelist.Having had many experiences in my career where I found myself out of my depth.

Lehi, Utah, US

I went to Neighbor primarily to learn from their 3x CFO. The biggest thing I learned was that I knew more about finance than I realized, and I had a solid foundation in Corporate Finance. That said, I still learned so much during my time at Neighbor. I learned how to: make Finance a trusted business partner, work cross-functionally and get things done.

Lehi, UT, US

Clientbook was one of Cashboard's first customers (they were my consulting client for about a year), and when we decided to shut down Cashboard, Clientbook asked me to come work for them.I was the first finance hire at Clientbook, and I built the fundamental finance processes from the ground up. I implemented a real-time KPI report, built rolling monthly.

Provo, UT, US

I worked at Savvi Legal all throughout my time in college. I loved taking the knowledge I learned in the classroom and immediately applying it in the real world.I wore many hats at Savvi, but, along with the CEO, I took the lead on all finance-related projects. Some cool things I did:- Built the company's first 3 Statement Model- Define, calculate, and.

Provo, UT, US

This was my first finance experience and exposure to the world of startups. From day one at Savvi, I knew I loved the startup environment. I'm very grateful they took a chance on a college freshman with no experience.Savvi Legal provides a legal workflow solution to help founders incorporate their company, manage their cap table, hire.

Ah Cashboard - this was a fun time! While working at Savvi Legal, I was approached by founders in our co-working space to build financial reporting and modeling solutions like what I built for Savvi, so I began consulting.After getting a handful of consulting clients, I realized I was pulling the same data from the same tools for each of my customers. So I.

United States, US

Working for a large enterprise helped me realize that I love startups. I had a great experience at Clark Construction, however, I learned that startups are where I belong. Some cool things I did during my summer at Clark:- Rebuilt annual planning reports in Power BI, automating 90% of manual data entry and simplifying planning process for stakeholders- Led.

Houston, TX, US

Working at InGeneron is when I learned I loved Corporate Finance. InGeneron is a biotech startup specializing in STEM Cell Therapy. I was given a summer project to learn Power BI and create a financial dashboard for measuring operating performance and monitoring liquidity.I learned how a financial modeling works inside and out by integrating our 3.

My dad started his own oil & gas exploration company, kindling my love for entrepreneurship and startups.

Finance

Education record