Vetted Finance & Accounting Professionals

“Private Equity Secondaries Analyst (Series 7) who founded and launched the Canadian Student-Athlete Association during the pandemic while in university, playing varsity football, and running a window glass business. Drove executive alignment by directly engaging CEO/President-level decision makers with tailored, concise written cases and relationship-building across universities, sports governing bodies, and government stakeholders.”

“Startup-style fund operations professional from Servicy, an outsourced finance and operations partner to venture capital funds, who grew from business analyst into owning full fund workflows across reporting, cash management, investor communications, audit prep, and planning. Particularly interesting for roles needing analytical rigor plus operational structure: she built audit frameworks, automated manual processes, advised GPs on fund-structure incentives, and developed reporting infrastructure for a crypto fund.”

Vincent Osere

Screened

Senior Operations Analyst specializing in business intelligence and financial services

Massachusetts, USA15y exp

“Analytics-focused candidate with hands-on experience turning messy datasets into reporting-ready outputs using SQL, building reproducible Python workflows, and operationalizing metrics in R Shiny dashboards. They stand out for combining structured data analysis with NLP and segmentation in marketplace-style datasets such as Airbnb, real estate, and sports salary data to drive pricing, engagement, and demand insights.”

“Operations-focused advisor who has helped organizations scale through major transitions (including doubling headcount and moving from fully remote to hybrid) by implementing structured scheduling, space planning, and documented processes. Uses EOS/Level 10 to drive accountability and execution, and has mentored a young executive team through role definition, ownership transfers, and exit planning culminating in a $12M sale.”

“Three-time co-founder with experience building both bootstrapped and funded startups, including raising $150K personally and advising companies that raised $500K+ in angel and pre-seed capital. Brings unusually broad startup operating range across customer discovery, product, GTM, hiring, legal, fundraising, and VC/studio mechanics, with entrepreneurial experience dating back to childhood and multiple business exits in college.”

“M&A business development and deal sourcing professional focused on founder/owner outreach for lower middle-market and middle-market transactions. Describes building proprietary high-volume outbound systems, using intent data and financial screening to identify profitable private companies, and cites generating 15+ qualified $3M+ EBITDA prospects that converted into clients, along with involvement in a $100M+ closed transaction.”

“Candidate appears to come from a financial planning/business development background and is strongest in outbound prospecting, relationship-based selling, and pipeline management. They described turning cold or initially unresponsive prospects into qualified opportunities and clients through tailored messaging, structured discovery, and disciplined follow-up.”

“Serial entrepreneur and operator with experience financing and scaling startups using bank debt, PE debt, and self-funding, including a real estate asset management company grown through creative debt/equity structures. Former VP Engineering & Online Operations at a colo/cloud provider acquired by Zayo; built a global solutions engineering org in 30 days that contributed 18% of company growth and scaled quarterly revenue from ~$300K to ~$1.25M.”

“Enterprise SaaS sales leader with 10+ years of experience leading frontline AE teams and owning quotas up to $4.5M. Brings a process-oriented, data-driven approach, including implementing MEDDPICC and coaching reps through complex enterprise cycles with major brands like Bank of America, Intuit, CVS/Aetna, and Colgate-Palmolive.”