Vetted Budgeting Professionals

Jose Bracho

Screened ReferencesStrong rec.

Executive Finance & Business Leader specializing in international operations and energy

Curacao, USA30y exp

“Operations-focused advisor with a structured approach to helping early-stage/growing companies scale: assesses processes and org design, applies Lean/BPR-style improvements, and executes phased rollouts with KPI monitoring. Has experience mentoring overwhelmed founders during rapid growth, with hands-on guidance around scaling sales teams, improving customer satisfaction, and maintaining culture while making strategic decisions.”

Sampad Ghosh

Screened ReferencesStrong rec.

Senior Operations & Project Manager specializing in client success and workflow optimization

Brooklyn, NY9y exp

“Project/operations coordinator who helped spin off Cannabiz Advisor from an accounting firm, coordinating tax/accounting, marketing, sales, and client onboarding/training to launch the new service line and build a book of 30 clients within a few months. Also implemented a sales performance cadence at Orion Mobile with the VP of Sales, combining weekly metric reviews with structured rep action plans.”

“Healthcare analytics professional with hands-on experience turning messy claims, eligibility, and utilization data into validated BI-ready models using SQL and Python. They combine strong data engineering and KPI design skills with stakeholder-facing delivery, including Power BI prototyping, retention metric operationalization, and analyses that supported care management interventions and cost-control decisions.”

“IT professional exploring a startup in digital transformation and IT security, motivated by repeated client needs around efficient resource utilization and better adoption. Emphasizes user-centric, iterative transformation with strong training and feedback loops, paired with security fundamentals like privacy and least-privilege access. Has limited familiarity with VC/accelerators and is not currently pursuing investment.”

“BI/analytics candidate with healthcare and product analytics experience spanning Honor Health and ASU. They’ve worked on messy multi-system hospital supply data and also owned analytics for an AI-powered tax assistant, with quantified outcomes including 97% faster search, 92% retrieval accuracy, 30% fewer ad hoc procurement requests, and 15% lower operational cost.”

“Operations leader at Bathworks of Michigan who scaled call-center and sales scheduling by commissioning a custom-built tool (drive-time + rep performance routing) as the org grew from ~10 to 30 sales reps, cutting appointment assignment to under 10 seconds. Uses a mix of frontline feedback frameworks and KPI analysis to drive efficiency (e.g., after-hours AI texting + shift changes) and has advised the founder on territory expansion, adding warehouses and leadership layers.”

Sufyan Shaikh

Screened

Director of Growth Marketing specializing in multi-channel acquisition and attribution

Remote, Canada9y exp

“Growth and partnerships leader spanning creator ecosystem and B2B SaaS GTM. Drove measurable revenue outcomes by combining performance-based creator deals (including whitelisting/retargeting and geo lift testing) with a repeatable demand engine using Google Search, LinkedIn ABM, AI-personalized outbound, and HubSpot automation—scaling MRR from $15K to $110K and lifting trial-to-paid conversion from ~3.4% to ~9% via persona-based onboarding.”

“Operations-focused leader/advisor who repeatedly helps growing organizations design and implement scalable internal structures using a People-Process-Technology framework, process mapping, and KPI-driven management. Notable wins include building a delivery operations function after a multi-million-dollar bespoke sale and cutting customer service effort by 30% in a month by shifting from email to structured intake and measurement. Also coaches executives (including remote-management capability) and runs quarterly continuous-improvement cycles to keep ops aligned as companies evolve.”

“Has prior experience working closely with venture capitalists and was instrumental in running a company started by a venture fund. Also has experience with an entertainment company and with companies going through acceleration/growth, and evaluates new ideas using flexible budgeting, financial projections, and operational due diligence.”

Uma Battula

Screened

Mid-level Electrical Engineer specializing in power systems and building electrical design

Wichita, KS4y exp

“Electrical/MEP design professional at EEC Systems Group with hands-on experience leading building electrical scope from concept, load analysis, and power distribution strategy through construction documentation and validation. Stands out for structured cross-functional design reviews that reportedly cut rework by 30% to 45% and contributed to a 20% reduction in electrical issues during construction.”

“Frontend engineer with enterprise B2B and healthcare web experience, specializing in React/TypeScript architectures for complex, permissioned workflows and data-heavy admin dashboards. Has modernized legacy codebases with improved state management (Redux/Zustand/Rematch, IndexedDB caching) and shipped fast Next.js SEO/performance-focused builds under tight deadlines, including measurable bug-ticket reduction via improved error reporting.”

“Recruiting leader who manages a team of 3 and remains hands-on with high-impact executive searches. Experienced as a client-facing TA partner to HRBPs, hiring managers, and C-suite stakeholders, using talent mapping, competitive intelligence, and compensation/offer consulting to close critical roles. Drove measurable process improvement by streamlining an interview loop from 7 rounds to 3 to reduce candidate drop-off and improve time-to-fill.”

“Strategic sourcing professional with strong vendor onboarding and negotiation approach grounded in open-costing transparency and commodity market analysis. Uses critical path trackers and cross-functional milestone governance to protect OTD, and has mitigated duty/commodity volatility by shifting sourcing and locking prices—avoiding a reported 10–12% cost increase while maintaining quality and delivery.”

Jason Tsui

Screened

Executive Finance Leader specializing in FP&A, BI, and cash flow optimization

Orange, CA14y exp

“Founder and financial-operations-focused consultant who builds FP&A/BI frameworks for early-stage and legacy businesses, including KPI systems tied to month-end close and integrated manufacturing/distribution datasets (BOM, PPV, rolling forecasts). Drove a 400% cash-position increase for a distribution client by redesigning collections analytics (customer-level DSO + proprietary PTC ratio) and has coached PE-installed executives through U.S. operational/legal and cultural nuances.”

“Former VP of IT at Inspired Healthcare Capital, overseeing the full IT organization within a healthcare-focused investment firm managing $3B+ in assets. Very familiar with the venture capital landscape through direct work with multiple capital partners and is specifically seeking CTO roles (not interested in founding another company).”

“Current data analyst intern at Across and MBA student who combines SQL, Python, and visualization skills across both workplace and academic analytics projects. Has hands-on experience cleaning messy customer service and time-tracking data for payroll-related analysis, plus building sentiment and trend-based analyses in Python and dashboards for stakeholder communication.”

“Hospitality operator who has opened and started multiple restaurant and bar concepts, with a structured approach from concept/brand story and mission creation through to operational execution. Emphasizes repeatable standards, margin discipline (inventory, portioning, labor), and coaching founders/executives to build scalable, replicable operations.”