Vetted Finance & Accounting Professionals

“Tesla sourcing/supplier readiness professional focused on critical lithium-ion battery components, owning end-to-end supplier onboarding and delivery execution. Uses SQL and Power BI to run integrated readiness plans across samples/approvals/tooling and proactively mitigates cost and import-duty risks while improving supplier performance through structured execution cadences.”

“Private equity/growth investor with sourcing-heavy experience across software, currently at PSG within a $30B AUM platform after originating 1200+ net new companies at Akmazo Capital. Stands out for combining high-volume outbound founder sourcing with rigorous market research and relationship-building that has led to proprietary SaaS deals and active investment diligence.”

“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.”

“Finance candidate with experience across Rothschild and Glasswing Ventures, focused on sourcing and qualifying founders/operators for M&A and venture opportunities. Has run high-volume, thesis-driven outbound (50–100/wk), built non-obvious buyer/partner angles in a lean automotive tech sell-side, and helped nurture a multi-month acquisition process (ContextLogic acquiring US Salt) by owning modeling and investor materials while leading discussions.”

“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%.”

“Early-stage venture investor/operator profile with experience at Wedbush Ventures, focused on sourcing and qualifying founders through thesis-led outbound. Stands out for combining deep market research with proactive relationship building, including sourcing AI and commerce infrastructure opportunities that advanced into pipeline and investment committee discussions.”

“Startup-focused finance/operations leader and long-time Controller (15+ years) who helps growing companies bring accounting ops in-house and implement scalable systems (ERP, AP invoice workflows, bank rec automation). Known for hands-on process optimization and change management—using demos and quick wins to convert resistant users and deliver measurable time savings. Works fully remote with a flexible schedule and also supports global offices on systems selection and implementation.”

“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.”

“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.”

Zach Pavlosky

Screened

Director-level M&A and Capital Markets advisor specializing in debt placement and middle-market deals

Washington, DC11y exp

“Corporate development / corporate strategy M&A professional from a small boutique consulting firm (Aleris Acquisitions) who also owned internal ops improvements. Led the shift from manual spreadsheet-based tracking to HubSpot with pipeline scoring/prioritization, created enablement materials to drive adoption, and regularly supported founders in tech/tool decision-making through structured presentations and demos.”