Vetted Financial Modeling Professionals

Monae Martin

Screened

Mid-level Business Development & Account Manager specializing in partnerships, GTM, and sports hospitality

Los Angeles, CA5y exp

“Growth-creative marketer in a club/sports-style environment focused on premium offerings, running structured creative experiments across multiple clubs/markets. Demonstrated measurable performance gains (≈20% lower CPA, ≈12% higher ROAS) by shifting from brand-led to value-forward messaging and translating channel-level performance insights into modular, rapid-iteration creative systems.”

Bassam Amrou

Screened

Director-level Digital Solutions & IT Transformation Leader specializing in enterprise innovation

Plano, TX12y exp

“Entrepreneurial operator with experience creating business plans and securing venture capital to accelerate a go-to-market strategy. Demonstrates a structured approach to new ventures: framing opportunities, validating/de-risking via market/competitive/external analysis and financial modeling, then building governance, sponsorship, and an execution plan with the right team.”

“Analytics professional with experience spanning HSBC and the University of Buffalo, combining banking risk/portfolio analytics with reproducible Python and SQL reporting workflows. Stands out for cleaning complex multi-source data, standardizing business metrics across dashboards, and delivering measurable impact including an 80% reduction in manual reporting and an estimated GBP 1.2M profit contribution from scorecard redevelopment.”

“Operations/finance-focused advisor with experience helping early-stage companies build lightweight but effective operating systems—monthly financial reporting, KPI frameworks tied to revenue levers, and forecasting cadences using tools like QuickBooks and Metabase. Has also implemented scalable request-prioritization (Jira) and guided founder/executive org design changes, including transitioning a founder to president while elevating an internal leader to CEO.”

Jordan Roga

Screened

Director-level Business Operations & Finance leader in venture capital and early-stage tech

New York, NY10y exp

“Operations/program leader with experience at Open Core Ventures driving cross-functional initiatives across content/engineering and legal/tax operations. Built systems-heavy process improvements (public handbook + SOP frameworks, DRI accountability) and delivered measurable outcomes like +30% Hacker News front-page frequency and ~80% faster company formation.”

Jeff Cushler

Screened

Executive Technology & Product Leader specializing in Healthcare IT, SaaS, and Cloud Transformation

Austin, TX30y exp

“Startup product/enterprise-stack builder who helped take Ventric Health from R&D to a market-launched healthcare product in 2024, operating in a $34M-raised, revenue-generating model leveraging Medicare C reimbursement through providers. Previously drove adoption of an integrated K-12 digital learning platform distributed to 100+ institutions over two years, with reported improvements in test scores.”

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.”

“Applied ML to physical EV fleet systems at ST Labs, building a real-time CNN-LSTM fault prediction pipeline from streaming vehicle telemetry and addressing live data alignment issues via resampling/interpolation and buffered inference. Also developed a V2G/G2V energy transfer algorithm to automate charging/discharging for profit optimization, and made high-impact low-latency pipeline decisions at Astera Holdings using profiling, replay testing, and live A/B validation.”

Michael Cohen

Screened

Executive Data & AI Leader specializing in enterprise SaaS and marketing analytics

New York, NY17y exp

“AI strategy and execution consultant currently doing contract/ad hoc work and planning to formalize the business with partnerships, GTM strategy, pro forma financials, and marketing/tech investments focused on AI productivity, governance, and security. Background includes founding startup teams, M&A/integration, and operating leadership in VC-backed scale-ups (Insight Ventures, EIP, Zetta Ventures) plus C-suite experience in a global PE-backed holding company, with 20+ years of published work in prediction and decision systems.”

“Candidate is pursuing a CTO role and has helped multiple startups turn early technology concepts into concrete, real-world technical requirements. They cite a systems science and mathematics background, along with experience at JPMorgan Chase, and appear strongest in technical strategy, concept fleshing, and identifying strong people to help teams succeed.”

Mike Martin

Screened

Executive Services & Operations Leader specializing in managed services, M&A integration, and growth

28y exp

“COO/operator who helped scale a PE-backed Managed Services Provider from ~$20M to ~$120M in 30 months while acquiring 3–4 MSPs per year. Drove post-merger integration and standardized service delivery using ITIL, unified systems onto NetSuite and a unified delivery platform, and built a data warehouse to rapidly integrate legacy data for operational insights (including early ML/AI use).”

“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.”

“Candidate has not formally held an SDR title but has already been doing structured outbound through recruiting and networking with measurable results. They stand out for turning targeted LinkedIn and email outreach into consistent weekly conversations and interviews, especially in equity research, while showing a thoughtful approach to personalization, cadence design, and early pipeline building.”