Vetted Finance & Accounting Professionals

“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.”

“Senior cross-functional leader with deep experience in high-stakes compliance and executive operations, including executing a DOJ monitorship rollout (52 ethics/compliance processes in 3–4 months) and driving executive alignment through training and dashboards. Also led M&A at AT&T across strategy, diligence, and integration, and delivered measurable operational improvements like automating the financial close down to 1 day.”

“Fixed-income investing professional who applies a sourcing-funnel mindset to broker and counterparty coverage, with hands-on experience sourcing and screening non-TLAC FRN opportunities. Stands out for turning consistent relationship management, clear investment criteria, and fast feedback loops into real pipeline and capital allocation outcomes, even without direct founder-call experience.”