Vetted Financial Modeling Professionals

Jaime Getz

Screened

Executive Finance & Operations Leader specializing in FP&A and multi-site operations

West Sacramento, CA25y exp

“Fractional CFO who built a replicable six-week client onboarding and analysis framework (cash flow management, labor, profit growth, staff optimization) that helped scale to 25 clients within ~11 months. Strong in cash-flow constrained environments, using invoicing and payment-timing optimization plus scenario modeling to coach founders/executives on margin and bottom-line impact.”

“2x co-founder with 2+ years in venture, where they led deal sourcing and built systems to surface roughly 3,500 deals annually using relationship networks, scout programs, and AI tools. Brings a rare mix of founder experience and investor-side pattern recognition, with strong conviction around solving real, monetizable problems.”

christina stratton

Screened

Executive CX & Brand Leader specializing in wellness and hospitality growth

Asheville, NC26y exp

“Multi-startup founder/part-owner with experience raising capital across stages (friends & family/angels through VC/PE) for a tech platform and a skincare/beauty brand, including building pitch decks and financial models. Also built a boutique wellness services firm by winning hotel/spa accounts from a larger competitor and ultimately sold the business to that competitor.”

“Chief of Staff and public-sector leader who has stood up new functions from scratch—hiring 26 people and building governance/processes across 8 locations—while navigating high-stakes regulatory stakeholders. In industry, implemented OKRs and performance systems (Leapsome) and led change communications to improve executive productivity and cross-team accountability.”

Elliot Huscher

Screened

Director-level FinTech and Product Leader specializing in AI recruiting and iOS voice apps

Sacramento, CA8y exp

“Built a production voice-first fitness coaching/logging system ("Hey Coach") that routes headphone audio, transcribes speech, and uses LLMs to parse workouts into structured data with human-in-the-loop QA and A/B-tested improvements. Also brings a commercial background: led capital markets at a Series A fintech securing $250M+ in commitments and drove early GTM at WorkHQ.com, landing its first Fortune 500 customer.”

Aviral Pal

Screened

Principal investor and startup advisor specializing in venture capital and M&A

Global11y exp

“Entrepreneurial investor/operator who built a sector-agnostic HoldCo and secured LP commitments. Brings hands-on experience across venture capital, studios, and accelerators in roles spanning co-director, partner, venture partner, and advisor, with a focus on evaluating profitable consumer tech and consumer retail businesses, including AI-enabled opportunities.”

Samuel Lee

Screened

Executive Sales Leader specializing in Enterprise SaaS GTM and global revenue growth

Hoboken, NJ14y exp

“Revenue/sales operations and GTM builder for early-stage startups who designs repeatable sales processes (CRM pipeline stages, MEDDPICC, Challenger Sales) and operating cadences (OKRs) to improve conversion and forecasting. Also mentors product/technical founders—e.g., through the Canadian Technology Accelerator—helping a fintech founder establish segmentation, metrics, and an outbound motion that produced early recurring revenue and investor readiness.”

Conor Murray

Screened

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

New York, NY2y exp

“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.”