Vetted Finance & Accounting Professionals

Pre-screened and vetted.

Financial ModelingMicrosoft ExcelDue DiligenceSQLPythonFinancial Analysis
MM

Junior Investment Banking Analyst specializing in emerging growth and regional coverage

San Francisco, CA5y exp
Bank of AmericaNYU
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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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BV

Director-level investment banker specializing in retail and consumer transactions

New York, NY7y exp
UBSFordham 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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RZ

Robin Zhang

Screened

Intern-level private equity analyst specializing in financial modeling and deal screening

New Canaan, CT1y exp
Kenyon Street HoldingsYale School of Management

Candidate brings a mix of business development and investment-style diligence experience across a crypto startup, healthcare software analysis, and US market-entry work. They have built outbound pipelines from scratch, supported diligence by benchmarking metrics and surfacing risks, and synthesized customer and market insights into actionable updates for senior teams.

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KA

Mid-level finance professional specializing in investment banking and leveraged finance

New York City, NY4y exp
JefferiesVanderbilt University

Investment banking candidate with experience at Jefferies analyzing HCM software targets and building prioritization frameworks that directly informed senior bankers' founder outreach. Also brings cross-border SaaS valuation exposure from a Japanese company’s U.S. IPO pitch and a compelling personal story of transitioning from a risk role in India into U.S. banking through highly intentional networking.

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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 ModelingForecastingStrategic FinanceRevenue ForecastingCohort AnalysisCohort Modeling+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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IT

Mid-level analyst and venture associate specializing in litigation analytics and investing

Chicago, IL4y exp
Chicago Early Growth VenturesKellogg School of Management
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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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KB

Mid-level Financial Analyst specializing in banking and credit-risk analytics

Missouri, USA4y exp
PayPalSaint Louis University
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XS

Intern-level investment analyst specializing in private equity and investment banking

Los Angeles, CA2y exp
Marlin Equity PartnersDuke University
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AG

Mid-level Supply Chain & Program Management Analyst specializing in procurement and analytics

Fremont, CA6y exp
TeslaNorth Carolina State University

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.

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SS

Sean Sperzel

Screened

Mid-level growth equity investor specializing in SaaS and technology

Boston, MA4y exp
PSG EquityTrinity College

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.

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SP

Sneha Patil

Screened

Mid-level Financial Analyst specializing in FP&A, forecasting, and regulatory reporting

New York, NY5y exp
JPMorgan ChaseUniversity of Texas at Arlington

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.

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KA

Kunal Amin

Screened

Junior Investment Banking Analyst specializing in Technology M&A

Los Angeles, CA2y exp
Rothschild & CoIndiana University Kelley School of Business

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.

Financial modelingInvestment bankingMergers & acquisitions (M&A)Corporate developmentVenture capitalSell-side advisory+34
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