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Vetted Finance & Accounting Professionals in New York
Pre-screened and vetted in New York.
Mid-level Corporate Development & Venture Associate specializing in CVC and FinTech/Digital Health
Junior investment professional specializing in renewable energy finance and M&A
Senior Corporate Development & M&A Leader specializing in global cross-border deals
Rica Liu
Junior investment analyst specializing in private equity, capital markets, and financial modeling
“Capital Markets Associate at Dark Alpha Capital who combines AI tools, Python, and data extraction workflows to scale investor/founder sourcing while freeing up time for relationship building. Stands out for generating hundreds of investor contacts in a week, cutting reporting time by 80%, and using personalized, mandate-driven outreach plus structured follow-up to move opportunities forward.”
Sneha Patil
Mid-level Financial Analyst specializing in FP&A, forecasting, and regulatory reporting
“Backend-focused software engineer (4+ years) across e-commerce, banking, and healthcare who owned mission-critical checkout/order management end-to-end and improved peak-traffic success rates via resiliency patterns (timeouts/retries/caching) and data-driven iteration. Also built and shipped real-time operational dashboards (React/TypeScript + Spring Boot) using WebSockets and event-stream integrations, with strong experience in Kafka/RabbitMQ-style messaging at scale.”
Senior Venture Capital Associate specializing in AI/SaaS investing and M&A
Mid-level Explosive Ordnance Disposal technician specializing in special operations
Senior Management Consultant specializing in financial services capital markets
Junior Finance Underwriting Analyst specializing in infrastructure and clean energy credit
Junior Sustainable Finance & ESG Analyst specializing in climate risk and investor relations
Mid-level Investment Banking Analyst specializing in M&A and infrastructure/digital finance
Intern-level finance analyst specializing in investments and corporate finance
Mid-level insurance and M&A professional specializing in risk and procurement
Jordan Lisnow
Mid-level capital markets analyst specializing in trading, investing, and venture finance
“Three-time co-founder with experience building both bootstrapped and funded startups, including raising $150K personally and advising companies that raised $500K+ in angel and pre-seed capital. Brings unusually broad startup operating range across customer discovery, product, GTM, hiring, legal, fundraising, and VC/studio mechanics, with entrepreneurial experience dating back to childhood and multiple business exits in college.”
Investment Banking VP specializing in Insurance, InsurTech, and FinTech
Sheldon Barrett
Mid-level Relationship Banker specializing in consumer and small business banking
“Relationship banker selling consumer and small-business banking products, using Salesforce-driven lead prioritization and a disciplined multi-channel outreach cadence (phone/email/text) to build and deepen a client portfolio. Leverages customer behavior insights to tailor conversations and drive outcomes like warm transfers to lending specialists, and has experience integrating newly launched banking products into client discovery.”
Mid-level Wealth Management Associate with client service and investor communications expertise
Junior Retail Banker specializing in customer financial services and branch operations
Conor Murray
Junior Investment Analyst specializing in private credit, asset-based lending, and IP finance
“Investment analyst at early-stage Owlpoint Capital Management who owned ~50% of the firm’s business development function, sourcing 20–30 IP-rich deals (~nine figures in volume) and moving opportunities through NDA and early transaction stages. Built the outbound motion and HubSpot CRM process from scratch, and used AI/LLMs for outreach drafting, company research, and synthesizing Chapter 7 PACER filings for senior management.”
Avi Gottlieb
Mid-level Funding & Business Development professional specializing in SMB finance and SaaS sales
“Sales/BD professional from startup environment (Gigaspaces) who personally owned outbound motions and built multi-step, multi-channel sequences that produced record-breaking quality meetings. Uses LinkedIn Sales Navigator for targeted prospect research, prioritizes C-level decision makers, and applies A/B testing plus AI/automation to scale and improve messaging performance.”
Mid-level Real Estate Development & Finance professional specializing in underwriting and project delivery
Intern Investment Banking Analyst specializing in SaaS M&A and financial modeling
Junior finance analyst specializing in equity research and portfolio analysis