Vetted Finance & Accounting Professionals

“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.”

“Built and productionized an agentic RAG assistant using Ollama + LangChain + MCP + ChromaDB to speed up and standardize access to operational knowledge from tickets and runbooks. Focused on real-world reliability: mitigated timeouts/latency with retries and concurrency limits, improved retrieval via chunking/embedding iteration, and reduced hallucinations through citation-grounding and confidence-based abstention. Also partnered with non-technical ops staff to deliver anomaly detection/monitoring by translating operational needs into model signals, thresholds, and alerting logic.”

“Growth-creative marketer focused on direct-response performance across Meta, TikTok, and YouTube, with hands-on experience building and iterating UGC ad systems. Led a creative shift for a skincare brand from polished studio content to benefit-led UGC, resulting in ~15–20% lower CPA and improved ROAS, and established the winning structure as the new baseline for future iterations.”

“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.”

“Finance leader and accountant with ~30 years of experience in end-to-end organizational financial management, now pivoting into sales (closer/SDR-adjacent) roles. Positions her differentiator as using financial analysis to qualify prospects and translate solutions into clear ROI for executive stakeholders; has studied Salesforce/CRM best practices but lacks hands-on sales/SDR metrics to date.”

“Owns end-to-end vendor/partner coordination for multi-partner programs (including a university/corporate program) with fixed budgets, timelines, and deliverables. Emphasizes structured milestone management (samples/approvals/OTD), contract/NDA readiness, and proactive invoice/payment-term controls to prevent delivery delays while strengthening long-term supplier relationships.”

“Former college basketball All-American with 20+ years in the game who has coordinated youth camps/leagues and now actively helps high school players get recruited by leveraging a network of college coaches. Builds audience and pipeline through daily video content and a 12K-following TikTok presence focused on transparent recruiting steps and skills training.”