Vetted Finance & Accounting Professionals in Texas

Pre-screened and vetted in Texas.

Financial ModelingDue DiligenceGo-to-Market StrategyMarket ResearchAgileBusiness Analysis
Grant Ge — Mid-level Venture Capital Investor specializing in deep tech, climate tech, and industrial AI in Houston, TX

Grant Ge

Screened

Mid-level Venture Capital Investor specializing in deep tech, climate tech, and industrial AI

Houston, TX6y exp
Technip EnergiesColumbia University

Investor/VC-style operator focused on proactive founder sourcing and early-stage evaluation, leveraging ecosystem relationships, events, and thesis-driven research in industrial/energy domains. Has concrete examples of advancing industrial digitalization and industrial sensing opportunities, and of nurturing a cold outreach into an active pipeline by helping founders validate markets and pivot a modular battery/BMS concept toward an RV trailer use case.

Google WorkspaceMicrosoft OfficeMarket AnalysisDeal FlowDue DiligenceInvestment Memo+42
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GM

Senior Strategy & Risk Professional specializing in credit risk, forecasting, and cost transformation

Dallas, TX6y exp
Capital OneDuke University
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LK

Lekha Karanam

Screened

Mid-level AI/Analytics Product & Data Professional specializing in LLM and dashboard automation

Dallas, TX3y exp
Goldman SachsUniversity of Texas at Dallas

Built and shipped open-source LLM/RAG systems, including a generative AI assistant grounded on ~30,000 scraped university web pages, improving response accuracy ~30% by moving from TF-IDF-only retrieval to a hybrid sentence-transformer approach with fallback controls. Also partnered with non-technical leadership at Securi.ai to deliver real-time predictive analytics dashboards (Elasticsearch + Jira/ServiceNow) that reduced project overhead by 18%.

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PM

Executive Fractional CFO specializing in finance transformation and AI-driven automation

Prosper, TX18y exp
Malloy Management GroupUniversity of Maryland, Baltimore County

Fractional CFO/operations advisor specializing in early-stage and scaling service businesses, combining Profit First-informed cash management with lean operating systems. Known for 360-degree operational audits and translating complex finance/ops into simple dashboards, scorecards, and process maps; delivered predictable cash flow and scalable structure within ~90 days for a fast-growing startup.

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TS

Director of Finance & Administration specializing in FP&A and M&A

Houston, TX23y exp
Ford + Bergner, LLPTexas A&M University
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Alessandra Lembi — Executive Finance & Operations Leader specializing in automation and turnaround performance in North Texas, TX

Executive Finance & Operations Leader specializing in automation and turnaround performance

North Texas, TX25y exp
NDTA

Transportation industry professional with 10+ years of hands-on experience building a software + app solution to reduce manual work, fix poor document/information flow, and simplify driver-facing workflows. Focused on creating an affordable, easy-to-use alternative to complex, expensive transportation software for small companies, and is actively piloting/testing the product in a real company before seeking funding.

AnalyticsSQLScrumFinancial StrategyFinancial ReportingExecutive Reporting+57
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HK

Mid-level Investment Research Analyst specializing in public equities and derivatives

Houston, TX4y exp
Ceera Investments LLCUSC
Microsoft OfficeTeam ManagementMentoringFundamental Equity ResearchInvestment ResearchPortfolio Management+55
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CN

Senior Media & Video Production Specialist in broadcast editing and asset management

Fort Worth, TX11y exp
Kenneth Copeland MinistriesBaylor University
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Li Pan — Junior Investment Banking / Hedge Fund Analyst specializing in equity research and valuation in Austin, TX

Li Pan

Screened

Junior Investment Banking / Hedge Fund Analyst specializing in equity research and valuation

Austin, TX2y exp
AugCap LLCPitzer College

Early-stage investor/operator profile with experience at AugCap sourcing and evaluating founder-led opportunities via high-volume outbound (email/LinkedIn) and turning cold outreach into partnership discussions, including supporting valuation and strategy work. Also built Carquote.AI and drove early traction by landing 20+ paying pilot users in four weeks.

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OS

Mid-level Sales Development Representative specializing in outbound prospecting and pipeline generation

Magnolia, TX5y exp
Elevate DWU
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