Vetted Financial Modeling Professionals

“Operations and supply chain leader who has launched new service lines and driven large-scale process modernization—most notably spearheading a shift from fax/phone ordering to EDI to boost throughput and reduce staffing needs. Has executive committee leadership experience as a Chief Supply Chain Officer and has also project-managed clinical service expansions in outpatient healthcare settings using Microsoft Project (which they’ve taught as an adjunct professor).”

Timothy Flechtner

Screened ReferencesStrong rec.

Executive Technology & Product Leader specializing in games, platforms, and real-time systems

23y exp

“Engineering leader with gaming and fintech/trading-firm experience who built a sponsor-funded gaming rewards platform (AmEx-style) requiring integrations across Steam/Epic/Xbox/PlayStation and Discord. Emphasizes production-grade, 12-factor delivery with Terraform/Docker/CI/CD and automated testing, plus pragmatic org scaling and remote-team culture built on aligned autonomy and trust.”

“Backend-leaning full-stack engineer who has built AI-powered analytics products from 0→1, including a predictive analytics dashboard and an AI orchestrator for natural-language-to-database querying. Particularly strong in making LLM systems production-safe through schema validation, self-healing retries, monitoring, and retrieval optimization, with quantified impact on cost, latency, and quality.”

“Operations/program leader with experience supporting CEOs and scaling organizations through rapid expansion and multi-team initiatives. Implemented RACI + Asana-based execution systems and built board/KPI reporting cadences that improved executive decision speed and visibility across departments. Has worked across startups and in a foundation environment in C-suite-adjacent roles.”

“Repeat founder/operator who has raised over $1M across three companies and has hands-on experience advising fundraising, including helping a biotech company secure a $500K+ accelerator round through IndieBio. Brings a strong point of view on early-stage investing, founder quality, and startup traction metrics, with a clear intention to build or lead a company rather than join one long-term.”

“Entrepreneur in debt settlement and consumer lending who expects future funding needs and is oriented toward PE/VC rather than debt until revenues stabilize. Previously left Mosaic to found and scale a process improvement/performance management/tech stack consulting business, using conference speaking and relationship-based selling to win clients and then hiring staff/contractors to expand delivery.”

Paul Tran

Screened

Executive Technology Leader specializing in SaaS, federal consulting, and digital transformation

Tysons Corner, VA31y exp

“Former CEO of GravyWork with hands-on experience building an org-wide strategic plan and modernization roadmap for a growing company. Uses Michael Gerber’s innovation/orchestration/quantification framework and structured as-is/gap/to-be analysis to drive cost reduction, automation/outsourcing decisions, and leadership alignment through change.”

Clil Halevi

Screened

Junior Financial Markets Analyst specializing in quantitative research and FinTech

South Orange, NJ4y exp

“Analytics-focused candidate with internship experience at eToro and strong finance/product analytics exposure. They’ve worked on market sizing for Nordic stock launches, replicated a classic behavioral finance study using Python and CRSP data, and built cohort, retention, and churn analyses that informed onboarding and engagement recommendations.”

“GenAI/LLM engineer who built and deployed a production RAG system for enterprise document search and decision support, cutting manual lookup time by 40%+. Experienced with LangChain/LangGraph agent orchestration plus Airflow/Prefect for ingestion and incremental reindexing, with a strong focus on reliability (testing, observability) and stakeholder-driven metrics.”

Colleen Gray

Screened

Executive healthcare and medtech CEO specializing in capital raising and medical device commercialization

San Francisco, CA18y exp

“Registered investment banker at US Capital Global with roughly 20 years of fundraising experience across startups and growth companies. He has served as both operator and founder/C-suite leader, raising more than $275M+ for ventures including StorageWay and $27M for medtech startup TracPatch Health, with particular depth in healthcare, investor strategy, diligence, and board-level execution.”

“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.”

Dhokhiy Mustofa

Screened

Mid-level FP&A and QA Analyst specializing in SAP BPC and financial planning

8y exp

“QA tester with a primary background in software/system testing who has supported console game testing on PS4 and Nintendo Switch, focusing on gameplay stability, UI behavior, save/load, and platform-mode performance differences. Has hands-on experience identifying a timing-specific PS freeze and supporting TRC/XR/LOT certification prep via checklist verification and blocker documentation, and uses AI to summarize regression logs for faster team decisions.”

Tyler Hurd

Screened

Executive Product & Operations Leader specializing in IoT hardware and water/hydration technology

Milwaukee, WI16y exp

“Founder who has raised $2.5MM from angel investors to build and operate smart beverage fountains in fitness studios that dispense user-personalized hydration. Former Pentair product manager (residential water purification) who identified an on-demand purified + additive-dosed beverage opportunity and chose to pursue it as a startup, using lean customer discovery, MVP prototyping, and pitch-competition-driven fundraising.”

Caleb Heo

Screened

Senior Finance & Investment Analyst specializing in TMT, valuation, and quantitative strategy

New York, NY7y exp

“VC deal-sourcing professional with Sutton Capital experience who combines quantitative tooling, alternative data, and thesis-driven founder outreach to surface under-the-radar startups early. Distinctive for building Python-based sourcing and tracking engines, converting cold outreach into qualified deal flow, and pairing relationship-building with rigorous unit economics analysis for partner-level investment decisions.”

Bhanu Akepogu

Screened

Mid Software Engineer specializing in backend, full-stack, and AI systems

USA3y exp

“Full-stack engineer with strong fintech/financial-systems experience who built an automated reconciliation and reporting system end-to-end (Python/Django/FastAPI + React, Docker on AWS), cutting reconciliation time by ~25% and improving audit traceability. Experienced designing typed REST APIs and Postgres data models, operating production workloads on AWS (EC2/Lambda/RDS/DynamoDB/CloudWatch), and building reliable ETL/integration pipelines with idempotency, retries, and reconciliation.”