Vetted Finance & Accounting Professionals

Pre-screened and vetted.

Microsoft ExcelFinancial ModelingDue DiligenceSQLPythonFinancial Analysis
JJ

Junior M&A and private equity origination associate specializing in consumer and industrial deals

Los Angeles, CA3y exp
CSC GenerationUSC Marshall School of Business
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ES

Entry-level restructuring analyst specializing in special situations and distressed M&A

Los Angeles, CA1y exp
ProvinceMiami University
Financial Modeling3-Statement ModelingCash Flow ModelingLiquidation ModelingLBO ModelingRestructuring+31
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AT

Intern-level finance analyst specializing in investment banking and FP&A

Newport Beach, CA3y exp
KCC Capital PartnersGolden Gate University
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JD

Mid-level Finance Systems Analyst specializing in ERP controls, revenue modeling, and BI

Dallas, TX7y exp
Human Appeal
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MG

Mia Gantt

Screened ReferencesStrong rec.

Senior HR and Payroll Specialist specializing in multi-state and international payroll

Nevada, USA10y exp
AristocratUniversity of Nevada

Compensation and payroll professional with hands-on ownership of end-to-end U.S. payroll and strategic compensation work, including a full-cycle comp redesign for 1,500 employees across corporate, sales, and technical roles. Stands out for combining operational payroll rigor with analytical compensation modeling, pay equity work, and finance-grade reconciliation controls.

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Ziyi Hu - Entry Correspondent Analyst specializing in mortgage capital allocation and portfolio risk analytics in Westlake, CA

Ziyi Hu

Screened

Entry Correspondent Analyst specializing in mortgage capital allocation and portfolio risk analytics

Westlake, CA2y exp
PennyMacUniversity of South Carolina

Mortgage/correspondent lending professional who supports sales and trading by using public origination datasets (NMLS ID, CoreLogic, Mortgage Metrix) to identify and qualify prospects, segment accounts by share-of-wallet and margin opportunity, and inform pricing strategy. Acts as a cross-functional connector—facilitating trade communications with clients and keeping account executives aligned with internal margin management changes.

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Sheldon Barrett - Mid-level Relationship Banker specializing in consumer and small business banking in New York, New York

Mid-level Relationship Banker specializing in consumer and small business banking

New York, New York9y exp
Bank of AmericaFrancis Lewis High School

Relationship banker selling consumer and small-business banking products, using Salesforce-driven lead prioritization and a disciplined multi-channel outreach cadence (phone/email/text) to build and deepen a client portfolio. Leverages customer behavior insights to tailor conversations and drive outcomes like warm transfers to lending specialists, and has experience integrating newly launched banking products into client discovery.

Cross-Functional CollaborationSalesforceCustomer ServiceClient Relationship ManagementMetrics-Driven SalesConsultative Communication and Problem Solving+54
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PK

Mid-level Venture Capital Analyst specializing in climate tech and financial modeling

Palo Alto, CA5y exp
Vectors CapitalFairfield University

Sourcing-focused early-stage VC operator who stays embedded in high-signal founder ecosystems (YC/Techstars-style accelerators, state programs, investor Slack/angel networks) and runs a curated community of ~45 VCs to drive consistent deal flow. Uses a structured, metrics-driven outbound and screening process (25 reachouts/week; 5–8 calls) plus Airtable-based pipeline management and n8n follow-up automation; has advanced sourced deals (e.g., rare earth materials, quantum/grid optimization, plasma fuel for fusion) into pitch sessions and late-stage diligence.

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Alessandra Lembi - Executive Finance & Operations Leader specializing in automation and turnaround performance in North Texas, TX

Executive Finance & Operations Leader specializing in automation and turnaround performance

North Texas, TX25y exp
NDTA

Transportation industry professional with 10+ years of hands-on experience building a software + app solution to reduce manual work, fix poor document/information flow, and simplify driver-facing workflows. Focused on creating an affordable, easy-to-use alternative to complex, expensive transportation software for small companies, and is actively piloting/testing the product in a real company before seeking funding.

AnalyticsSQLScrumFinancial StrategyFinancial ReportingExecutive Reporting+57
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JR

Junior Venture & Strategy Analyst specializing in AI-driven due diligence and market intelligence

Toronto, Canada3y exp
StartupFuelYork University
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Musa Rafiq - Junior financial services operations professional with investor relations and wealth management experience in Toronto, Canada

Junior financial services operations professional with investor relations and wealth management experience

Toronto, Canada2y exp
CitcoUniversity of Manitoba
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HK

Mid-level Investment Research Analyst specializing in public equities and derivatives

Houston, TX4y exp
Ceera Investments LLCUSC
Financial ModelingMicrosoft OfficeTeam ManagementMentoringFundamental Equity ResearchInvestment Research+55
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BW

Junior Investment Banking Analyst specializing in Healthcare & Technology

Birmingham, AL2y exp
Founders AdvisorsAuburn University
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AN

Mid-level finance analyst specializing in FP&A, accounting operations, and data analytics

Columbus, OH3y exp
Orange Barrel MediaOhio State University
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Nancy Jin - Mid-level Wealth Management Associate with client service and investor communications expertise in New York, NY

Mid-level Wealth Management Associate with client service and investor communications expertise

New York, NY4y exp
Oppenheimer & Co.Syracuse University
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TV

Mid-level Financial Analyst specializing in FP&A, forecasting, and risk analytics

United States, USA5y exp
Northern TrustNorthern Arizona University
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Muhammad Mughal - Mid-level finance professional specializing in AI-driven financial operations in Glasgow, UK

Mid-level finance professional specializing in AI-driven financial operations

Glasgow, UK3y exp
Wolver.AIGlasgow Caledonian University
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RO

Senior Revenue Operations & Growth Strategist specializing in SaaS GTM systems and analytics

Los Angeles, California
HiveWatchArizona State University
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SM

Senior Financial Systems Analyst specializing in PeopleSoft Financials

Miami, FL4y exp
ThinkDigitsCentral Michigan University
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MM

Director-level finance and consulting leader specializing in strategic finance and venture analysis

Bloomington, IN15y exp
Indiana UniversityIndiana University Kelley School of Business
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DM

Senior Multimedia Producer specializing in digital asset management and content strategy

Los Angeles, CA16y exp
Wilshire Law FirmSan Francisco State University
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AR

Mid-level Financial Analyst specializing in financial modeling, risk management, and forecasting

United States5y exp
AllstateUniversity of Texas at Arlington
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LM

Mid-level wealth analyst specializing in high-net-worth client advisory support

Beverly Hills, CA9y exp
City National BankEdgewood College
SalesforceClient Relationship SupportBusiness Development SupportExcelInvestment & Portfolio AnalysisCross-Functional Coordination+22
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Tanya Agarwal - Junior Investor Relations Associate specializing in private equity fundraising and LP communications in USA

Junior Investor Relations Associate specializing in private equity fundraising and LP communications

USA2y exp
Magic USA Inc.Vedica Scholars
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