Vetted Finance & Accounting Professionals in California

“Restructuring and deal-origination professional with FTI experience who applies distressed-investing rigor to founder sourcing and early-stage evaluation. Stands out for turning signal-based outbound into real opportunities, including sourcing and nurturing the Spirit Airlines relationship over roughly two years into one of the firm's largest bankruptcy engagements, while also bringing venture studio exposure to early consumer concept testing.”

“Investor/operator-style candidate with investment banking rigor who sources founders through both a 100+ person operator/investor network and internet-driven outbound workflows. They appear strongest in early-stage company sourcing and screening, with examples spanning AI infrastructure, travel tech, construction finance software, and media tech relationships that turned into real pipeline opportunities.”

“Programmatic media specialist who owned a $50K+/month Trade Desk DSP account for Disney movie/TV launches, leveraging PMPs and rigorous testing across audiences, deals, and creative formats. Drove 5–10% week-over-week gains in video completion rate while maintaining strict brand-safety standards, and has experience leading a team of traders and translating complex performance tradeoffs into client-ready action plans.”

Manvee Bansal

Screened

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

Silicon Valley, CA4y exp

“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.”

“Data engineer with a Master's in Data Science who has owned 30+ customer-facing K-12 SIS migrations end-to-end, building ETL, validation, and SOP-driven deployment processes in a PII-sensitive environment. Also brings recent hands-on agentic AI experience from a biotech capstone, where they led a production-oriented NLP-to-SQL + RAG support system that handled about 30% of support queries in testing.”

“Fixed-income investing professional who applies a sourcing-funnel mindset to broker and counterparty coverage, with hands-on experience sourcing and screening non-TLAC FRN opportunities. Stands out for turning consistent relationship management, clear investment criteria, and fast feedback loops into real pipeline and capital allocation outcomes, even without direct founder-call experience.”

“Venture/accelerator-style investor operator with hands-on experience sourcing founders via LinkedIn and events, running screening calls, and moving qualified startups into diligence. Uses AI and startup databases (Claude, Perplexity, Product Hunt, Crunchbase) alongside Salesforce/HubSpot to manage a fast-moving pipeline, targeting 100–200 outbounds per week and converting into regular founder conversations.”

“Customer Success leader with deep ad tech expertise who owned enterprise accounts end-to-end, including Bank of America, driving ad fraud down from ~8–10% to <1% in ~3 months and resolving spikes through data-driven investigations. Experienced partnering cross-functionally as a PM to build analytics dashboards and using user stories to align Product/Engineering/Sales and influence roadmap priorities; also supports land-and-expand via paid benchmarking/industry data upsells.”

Bryce Fehmel

Screened

Mid-level Financial Advisor specializing in professional and collegiate athletes

Westlake Village, CA7y exp

“Former Oregon State All-American and 2018 national champion pitcher who transitioned from infielder to becoming the second winningest pitcher in program history before being drafted by the San Francisco Giants in 2019. He has since moved into coaching and athlete representation, using firsthand experience across high school, Division I, and pro baseball to advise players and families on recruiting, development, NIL, and draft decisions while sourcing clients through a strong baseball network.”

“M&A business development and deal sourcing professional focused on founder/owner outreach for lower middle-market and middle-market transactions. Describes building proprietary high-volume outbound systems, using intent data and financial screening to identify profitable private companies, and cites generating 15+ qualified $3M+ EBITDA prospects that converted into clients, along with involvement in a $100M+ closed transaction.”