Vetted Finance & Accounting Professionals

“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.”

“Private banker and wealth-focused business developer with experience at BofA and CNB, combining referral-driven growth with targeted outreach to ultra-high-net-worth clients. They describe consistently outperforming goals, moving wealthy clients across firms, and contributing to a top-ranked team that brought in $5MM in new money and funded $20MM in loans.”

“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.”

“Programmatic media specialist who owned a $50K+/month Trade Desk DSP account for Disney movie/TV launches, leveraging PMPs and rigorous testing across audiences, deals, and creative formats. Drove 5–10% week-over-week gains in video completion rate while maintaining strict brand-safety standards, and has experience leading a team of traders and translating complex performance tradeoffs into client-ready action plans.”

Manvee Bansal

Screened

Mid-level Financial Analyst specializing in financial modeling and cost automation

Silicon Valley, CA4y exp

“Startup founder who co-founded Boogy, an LLM-based professional matchmaking product that scaled to 37k+ users in under 7 months by shifting GTM from individual onboarding to accelerator/VC partnerships (driving 5x engagement). After Boogy was acquired, joined Dossy as co-founder, hiring global growth interns and running LinkedIn-led GTM while fundraising.”

“Data engineer with a Master's in Data Science who has owned 30+ customer-facing K-12 SIS migrations end-to-end, building ETL, validation, and SOP-driven deployment processes in a PII-sensitive environment. Also brings recent hands-on agentic AI experience from a biotech capstone, where they led a production-oriented NLP-to-SQL + RAG support system that handled about 30% of support queries in testing.”