Vetted Finance & Accounting Professionals

Pre-screened and vetted.

Microsoft ExcelFinancial ModelingDue DiligenceSQLPythonFinancial Analysis
AM

Senior Finance & Investment Professional specializing in venture capital and capital markets

Seattle, WA7y exp
Yunity VenturesSeattle University
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NH

Junior Retail Banker specializing in customer financial services and branch operations

Manhattan, NY2y exp
TD BankBaruch College
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SK

Mid-level Financial Analyst specializing in FP&A, modeling, and investment analysis

Oak Brook, IL4y exp
TreeHouse FoodsTrine University
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Conor Murray - Junior Investment Analyst specializing in private credit, asset-based lending, and IP finance in New York, NY

Conor Murray

Screened

Junior Investment Analyst specializing in private credit, asset-based lending, and IP finance

New York, NY2y exp
Owlpoint Capital ManagementBinghamton University

Investment analyst at early-stage Owlpoint Capital Management who owned ~50% of the firm’s business development function, sourcing 20–30 IP-rich deals (~nine figures in volume) and moving opportunities through NDA and early transaction stages. Built the outbound motion and HubSpot CRM process from scratch, and used AI/LLMs for outreach drafting, company research, and synthesizing Chapter 7 PACER filings for senior management.

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LK

Entry-level FP&A and private equity analyst specializing in financial analysis

Brea, CA1y exp
PK Retail HoldingsBoston University
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EL

Junior Music Royalties & Publishing Finance Specialist

2y exp
Downtown Music PublishingHofstra University
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JS

Senior FP&A Analyst specializing in investment portfolio analysis and reporting automation

San Jose, CA11y exp
Sustana Cooling PartnersBentley University
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Sakethram Marpu - Junior Investment Analyst specializing in AI & DeepTech in Bengaluru, India

Junior Investment Analyst specializing in AI & DeepTech

Bengaluru, India2y exp
Capital-AVellore Institute of Technology

VC-style founder sourcer who uses technical signals (GitHub) and niche communities (Elpha/Indie Hackers/Discord) to identify early-stage opportunities, including thesis-driven sourcing in applied AI infrastructure/observability from YC W24. Emphasizes value-first LinkedIn outreach and long-horizon relationship building (e.g., built a personal relationship with Snitch’s CTO who later reached out first about a new startup).

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PM

Param Maniar

Screened

Intern investment analyst specializing in venture capital and portfolio analytics

Cambridge, MA3y exp
Safar PartnersBrandeis International Business School

Outbound-focused candidate with venture internship experience at Safar Partners, where they researched and mapped 40+ institutional investors and funds to support fundraising and partnership outreach. Stands out for combining structured prospecting, strong personalization, and data-driven iteration to generate warmer senior-level investor conversations.

Financial ModelingDashboard DevelopmentAdvanced ExcelValuationDCFComparable Company Analysis+80
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HL

Hanif Lashari

Screened

Mid-level Data & Machine Learning Engineer specializing in anomaly detection and forecasting

Ames, IA3y exp
Mary Greeley Medical CenterIowa State University

Built and productionized an agentic RAG assistant using Ollama + LangChain + MCP + ChromaDB to speed up and standardize access to operational knowledge from tickets and runbooks. Focused on real-world reliability: mitigated timeouts/latency with retries and concurrency limits, improved retrieval via chunking/embedding iteration, and reduced hallucinations through citation-grounding and confidence-based abstention. Also partnered with non-technical ops staff to deliver anomaly detection/monitoring by translating operational needs into model signals, thresholds, and alerting logic.

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Avi Gottlieb - Mid-level Funding & Business Development professional specializing in SMB finance and SaaS sales in Brooklyn, NY

Avi Gottlieb

Screened

Mid-level Funding & Business Development professional specializing in SMB finance and SaaS sales

Brooklyn, NY6y exp
Prestigious Capital GroupBinghamton University

Sales/BD professional from startup environment (Gigaspaces) who personally owned outbound motions and built multi-step, multi-channel sequences that produced record-breaking quality meetings. Uses LinkedIn Sales Navigator for targeted prospect research, prioritizes C-level decision makers, and applies A/B testing plus AI/automation to scale and improve messaging performance.

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Sophia Kieffer - Senior Marketing & E-commerce Professional specializing in brand, social, and influencer strategy in Los Angeles, CA

Senior Marketing & E-commerce Professional specializing in brand, social, and influencer strategy

Los Angeles, CA10y exp
New York LifeUniversity of Miami

Growth-creative marketer focused on direct-response performance across Meta, TikTok, and YouTube, with hands-on experience building and iterating UGC ad systems. Led a creative shift for a skincare brand from polished studio content to benefit-led UGC, resulting in ~15–20% lower CPA and improved ROAS, and established the winning structure as the new baseline for future iterations.

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PM

Peter Major

Screened

Senior Sales and business development professional with accounting experience

Freehold, NJ11y exp
Major & AssociatesMontclair State University

Outbound sales candidate with high-volume cold-calling experience across restaurant/bar POS and home-services software sales. Stands out for a personable, relationship-first approach that turned cold outreach into demos and wins, including converting a restaurant owner from outdated software to a new POS system.

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MC

Intern finance analyst specializing in private equity and investment research

Chicago, IL2y exp
Caprae CapitalLoyola University Chicago

Early-stage GTM seller with a strong self-sourced outbound motion who has sold growth-focused solutions to founders, heads of growth, and revenue leaders. Stands out for building structure in ambiguous environments—refining ICP, messaging, qualification, and process—and for driving measurable pipeline gains, including increasing qualified meetings from ~5 to ~25 per month and improving conversion rates from ~20% to ~35%.

Financial modelingData analyticsDocumentationgo-to-market strategyFinancial statement analysisComparable company research+52
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Sammy Bazaraa - Senior Business Operations & FP&A Analyst specializing in forecasting, reporting, and process optimization in Duluth, GA

Senior Business Operations & FP&A Analyst specializing in forecasting, reporting, and process optimization

Duluth, GA6y exp
PrimericaLoyola University New Orleans
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AD

Executive CFO specializing in real estate finance and property management accounting

Gautier, MS9y exp
Coldwell Banker Smith HomesMississippi State University
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cJ Jacobs - Mid-level real estate acquisitions and asset management professional in Orange, CA

Mid-level real estate acquisitions and asset management professional

Orange, CA6y exp
GITSIT SolutionsCalifornia State University
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RA

Junior Mechatronics Engineering student specializing in Robotics, Control & Embedded Systems

3y exp
Asesores EmpresarialesTecnológico de Monterrey
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TS

Junior Venture Capital Analyst specializing in early-stage tech and healthcare startups

Tucson, AZ3y exp
Tech Launch ArizonaUniversity of Arizona
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JV

Mid-level Venture Operations & Investor Support professional in VC and SaaS

San Francisco, CA5y exp
Mana VenturesUniversity of Utah
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EK

Senior Audit and Internal Controls leader specializing in risk, compliance, and FinTech

Keys Florida, FL20y exp
Scancom PLCCentral University College
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CN

Senior Media & Video Production Specialist in broadcast editing and asset management

Fort Worth, TX11y exp
Kenneth Copeland MinistriesBaylor University
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RS

Mid-level Real Estate Development & Finance professional specializing in underwriting and project delivery

New York City, NY4y exp
WRKSPACE AIFordham University
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DP

Intern Investment Banking Analyst specializing in SaaS M&A and financial modeling

New York, NY2y exp
ComCap LLCFordham University
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