Vetted Finance & Accounting Professionals in California

“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.”

“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.”

“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.”

Utkarsh Jain

Screened

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

San Francisco, CA2y exp

“Venture sourcing and pipeline operator with experience at HP Tech Ventures, sourcing startups across the US, Europe, and MENA and advancing select DeepTech opportunities to investment committee. Also supported a $500M roll-up acquisition strategy by sourcing 120+ private credit platforms, using research-driven, personalized outbound and structured pipeline tracking to move quickly into diligence.”

“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.”

“Finance candidate with experience across Rothschild and Glasswing Ventures, focused on sourcing and qualifying founders/operators for M&A and venture opportunities. Has run high-volume, thesis-driven outbound (50–100/wk), built non-obvious buyer/partner angles in a lean automotive tech sell-side, and helped nurture a multi-month acquisition process (ContextLogic acquiring US Salt) by owning modeling and investor materials while leading discussions.”

“Early-stage venture investor/operator profile with experience at Wedbush Ventures, focused on sourcing and qualifying founders through thesis-led outbound. Stands out for combining deep market research with proactive relationship building, including sourcing AI and commerce infrastructure opportunities that advanced into pipeline and investment committee discussions.”

“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.”