Vetted Finance & Accounting Professionals

Pre-screened and vetted.

Microsoft ExcelFinancial ModelingDue DiligenceSQLPythonFinancial Analysis
AA

Entry-level investment analyst specializing in digital assets and commodities

New York, NY1y exp
21SharesGeorgetown University
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BM

Mid-level private equity associate specializing in financial services and transaction execution

Los Angeles, CA4y exp
Brentwood AssociatesUniversity of Michigan
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ZZ

Entry-level Financial Data Analyst specializing in analytics and compliance reporting

Miami, FL1y exp
MaximusUniversity of Miami

Current financial data analyst at Maximus with hands-on experience building SQL and Python reporting pipelines for expenditure, refund, and retention analysis. Stands out for turning messy multi-source financial data into trusted dashboards, automating reporting to save 15+ hours weekly, and driving measurable reductions in refund rates through cohort-based analysis.

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WL

Principal Investment Banker specializing in Industrials and M&A

New York, NY
OceanHawk CapitalCornell University
Financial modelingNegotiationTeam leadershipPerformance managementInvestment bankingMergers & acquisitions (M&A)+44
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LW

Senior Strategy & M&A Manager specializing in corporate transformations and deal execution

New York, NY5y exp
PwCNortheastern University
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LG

Director-level Chief of Staff / Strategic Finance & Ops leader specializing in startups

New York, NY20y exp
Manhattan FarmsNYU Stern School of Business
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KV

Mid-level private wealth professional specializing in UHNW portfolio construction

New York, NY5y exp
JPMorgan ChaseUC Irvine
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TN

Junior Venture Capital Analyst specializing in AI, SaaS, and FinTech

California, USA4y exp
Ares ManagementUC Berkeley
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KS

Mid-level Corporate Development & Venture Associate specializing in CVC and FinTech/Digital Health

New York, NY5y exp
Guardian LifeMacaulay Honors College at Baruch College
Financial ModelingPythonSalesforceTableauCorporate DevelopmentCorporate Venture Capital (CVC)+58
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JP

Senior real estate investment professional specializing in acquisitions and debt origination

Los Angeles, CA10y exp
American Realty AdvisorsUniversity of San Diego
Financial ModelingBusiness DevelopmentAcquisitionsDebt OriginationDeal SourcingUnderwriting+76
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AN

Junior investment professional specializing in renewable energy finance and M&A

New York, NY3y exp
Arevon EnergyUniversity of Pennsylvania
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SK

Senior Corporate Development & M&A Leader specializing in global cross-border deals

New York, NY12y exp
DeloitteNYU
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AP

Finance transformation leader specializing in FP&A, analytics, and shared services

Philadelphia, PA18y exp
Goldman SachsWestern Michigan University
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DS

Mid-level Financial Analyst specializing in risk, regulatory reporting, and forecasting analytics

Ohio, USA8y exp
Goldman SachsKent State University
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Utkarsh Jain - Junior Private Equity & Credit Associate specializing in real estate private credit in San Francisco, CA

Utkarsh Jain

Screened

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

San Francisco, CA2y exp
Starr Finley LLPUC Berkeley

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.

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RL

Rica Liu

Screened

Junior investment analyst specializing in private equity, capital markets, and financial modeling

New York, NY2y exp
Dark Alpha CapitalUniversity of Oxford

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.

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DM

Senior Investment Analyst specializing in renewable energy project finance

Oslo, Norway7y exp
ScatecUC Berkeley
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SD

Mid-level investment and consulting professional specializing in climate finance

Boston, MA5y exp
Azolla VenturesDuke University
Data validationPythonRPower BIMarket mappingInvestment thesis development+58
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LC

Mid-level strategic finance professional specializing in FinTech and investment banking

San Francisco, CA4y exp
HoneyBookNYU
Financial ModelingForecastingLookerStrategic FinanceRevenue ForecastingCohort Analysis+31
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PP

Junior Full-Stack & AI Engineer specializing in FinTech and Web3

Los Angeles, CA1y exp
Goldman SachsUSC
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MG

Junior Investment Banking Analyst specializing in cross-border M&A and fundraising

Beijing, China1y exp
CEC CapitalLondon Business School
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RP

Senior finance and investment professional specializing in FinTech and financial services

Radnor, PA13y exp
Lovell Minnick PartnersGeorgetown University
Financial ModelingPrivate EquityInvestment AnalysisPipeline EvaluationIndustry ComparablesCompany Briefs+36
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HD

Senior UX/Design Research & Innovation Lead specializing in product strategy and venture building

Remote12y exp
Helena Capital Venture FirmUniversity of Illinois Urbana-Champaign
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BS

Mid-level Venture Associate specializing in ClimateTech and energy transition investing

Remote, USA5y exp
Skyview VenturesUniversity of Virginia – Darden School of Business
Financial modelingProcess improvementSQLAcademic researchAgTechAlternative investments operations+49
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