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.”

Alexandra Esparza

Screened ReferencesStrong rec.

Executive Investment Banking & Capital Markets Leader specializing in TMT and Digital Health

Brooklyn, NY15y exp

“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.”

“Financial engineering analyst at BlackRock who has built internal data products for thousands of sales users, including an end-to-end fund comparison system that combines internal and third-party data into compliance-approved PDFs. Brings a mix of data engineering, stakeholder-heavy delivery, and emerging AI experimentation, with current work focused on regression testing and Snowflake-based portfolio data automation.”

“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.”

Lucy Dickerman

Screened

Mid-level Investment Analyst specializing in credit research and strategic credit

Los Angeles, CA4y exp

“Generalist investment professional from Oaktree Capital with experience evaluating public and private credit opportunities, building financial models, and leading diligence processes. Stands out for creating a team-wide monitoring initiative across 500+ single-B issuers using Bloomberg data to help deploy idle cash, improve diversification, and support returns.”