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Vetted Finance & Accounting Professionals in the Bay Area

Pre-screened and vetted in the Bay Area.

JC

John Clarke

Screened

Executive Finance & Strategy Leader specializing in Big Tech and capital allocation

Los Altos, California34y exp
GoogleINSEAD

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.

Strategic PlanningComplianceBudgetingTeam LeadershipFinance StrategyCorporate Finance+72
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LZ

Senior Investment Banking Associate specializing in Technology

San Francisco, CA9y exp
Goldman SachsWharton School
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SG

Summer Guo

Screened

Executive Venture Capital Investor specializing in AI, robotics, and energy infrastructure

Palo Alto, CA12y exp
SV Tech VenturesWharton School

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.

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NS

Senior Environmental Technology Leader and Investment Banking Associate (TMT)

San Francisco, CA16y exp
Goldman SachsUC Berkeley

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.

Team leadershipBudget managementStakeholder managementData analysisInvestment bankingMergers & acquisitions (M&A)+49
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SB

Senior Private Equity Associate specializing in middle-market buyouts and growth investments

Menlo Park, CA7y exp
Accel-KKRNYU Stern School of Business
Data analysisMentoringLeadershipDue diligenceCommercial due diligenceFinancial modeling+45
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UG

Director-level Energy & Utility Risk and Data Center Power Strategy Leader

San Francisco, CA18y exp
PG&EUC Davis
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UJ

Junior Private Equity & Credit Associate specializing in real estate private credit

San Francisco, CA2y exp
Starr Finley LLPUC Berkeley
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AG

Mid-level Supply Chain & Program Management Analyst specializing in procurement and analytics

Fremont, CA6y exp
TeslaNorth Carolina State University

Tesla sourcing/supplier readiness professional focused on critical lithium-ion battery components, owning end-to-end supplier onboarding and delivery execution. Uses SQL and Power BI to run integrated readiness plans across samples/approvals/tooling and proactively mitigates cost and import-duty risks while improving supplier performance through structured execution cadences.

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LB

Lionel Buhler

Screened

Senior Finance Systems & Controllership Leader specializing in ERP transformations

San Francisco, CA22y exp
LVMHSwiss Hospitality Management School

Startup-focused finance/operations leader and long-time Controller (15+ years) who helps growing companies bring accounting ops in-house and implement scalable systems (ERP, AP invoice workflows, bank rec automation). Known for hands-on process optimization and change management—using demos and quick wins to convert resistant users and deliver measurable time savings. Works fully remote with a flexible schedule and also supports global offices on systems selection and implementation.

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MB

Manvee Bansal

Screened

Mid-level Financial Analyst specializing in financial modeling and cost automation

Silicon Valley, CA4y exp
Boogy LLCUniversity of the Cumberlands

Startup founder who co-founded Boogy, an LLM-based professional matchmaking product that scaled to 37k+ users in under 7 months by shifting GTM from individual onboarding to accelerator/VC partnerships (driving 5x engagement). After Boogy was acquired, joined Dossy as co-founder, hiring global growth interns and running LinkedIn-led GTM while fundraising.

Business developmentStakeholder managementFinancial analysisFinancial modelingCost modelingCost modeling automation+58
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SP

Mid-level AI/ML Engineer specializing in GenAI, NLP, and MLOps

San Fransico, CA7y exp
HandshakeYeshiva University
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PK

Mid-level Venture Capital Analyst specializing in climate tech and financial modeling

Palo Alto, CA5y exp
Vectors CapitalFairfield University

Sourcing-focused early-stage VC operator who stays embedded in high-signal founder ecosystems (YC/Techstars-style accelerators, state programs, investor Slack/angel networks) and runs a curated community of ~45 VCs to drive consistent deal flow. Uses a structured, metrics-driven outbound and screening process (25 reachouts/week; 5–8 calls) plus Airtable-based pipeline management and n8n follow-up automation; has advanced sourced deals (e.g., rare earth materials, quantum/grid optimization, plasma fuel for fusion) into pitch sessions and late-stage diligence.

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