Vetted Finance & Accounting Professionals

“Operations/finance leader who joined Google during a rapid growth phase (circa 2007–2008) and built foundational analytics and governance systems across revenue, partnerships, and global marketing finance. Known for shifting organizations from qualitative/"feel" decisions to metrics-driven quota setting, deal evaluation (including cannibalization and margin thresholds), and ROI-based marketing budgeting while aligning senior stakeholders like CFO and CMO.”

“Private-capital-focused investment banker (former sports/health-tech banker) building a two-sided wellness coaching marketplace plus SaaS platform to help coaches run their businesses and consumers discover/vet/book non-regulated wellness modalities. Has an MVP, landing page, and waitlist, and is running a data-driven traction plan (ads, surveys, alpha testing, Discord/Reddit) before pursuing fundraising channels.”

“Clean energy founder (Ishan "Summer") who built an energy storage/battery materials venture in 2022 focused on data centers and factories, raising $10M split between venture capital and government funding. Demonstrates end-to-end venture execution: multi-year market observation, team formation, customer/market validation, research collaboration, prototyping, and channel-partner-led go-to-market.”

“Operations leader/advisor experienced in bringing structure to early-stage/growing companies by connecting Vision-Mission-Strategy to execution via roadmaps, accountability, and KPI scorecards with defined operating cadences. Demonstrated measurable impact by redesigning sales compensation around margin by product/retailer, improving profitability by 4 points within six months, and has reported directly to founders/CEOs with sales and finance backgrounds.”

“PhD with 10 years in oil & gas who has repeatedly developed and deployed technologies inside companies, including creating an industry-standard method for mapping oil contamination from the ground surface. Experienced in taking innovations from lab validation through funding, field demonstrations, and regulator/stakeholder alignment, and now looking to found a company building AI tools for heavy industries like oil & gas and mining.”

“Cross-functional operator with experience coordinating a medical device build across functions and time zones, emphasizing executive alignment and decision sign-off. Has also standardized customer-site product deployment processes and streamlined investment screening/reporting using Bloomberg and Excel automation to enable faster executive decision-making.”

“Venture investing/sourcing professional with experience at L'Attitude running high-volume founder sourcing across tools (Harmonic) and ecosystem channels (accelerators, hackathons, Discord, university labs). Demonstrated ability to turn cold outreach and early relationships into diligence and investment committee discussions, while maintaining a rigorous CRM-driven pipeline process and long-term founder nurturing through consistent value-add.”

“Private-capital/ECM professional (CFA charterholder) who moved into Carta’s private capital space and built data-driven reporting and pipeline systems. Led a cross-functional effort to productize an internal tender offer seller model into a self-serve report to scale capacity and support GTM, while maintaining executive alignment and rigorous discretion with sensitive financial data.”