Vetted Financial Modeling Professionals

“Entrepreneur and turnaround operator who recently sold a patented mobile + connected TV (CTV) technology startup. Took the product from concept and use-case definition through market testing, product planning, and GTM traction, ultimately converting a prospective client presentation to a European regional digital media company into an acquisition; also advises on turnarounds including stalled VC investments.”

“Frontend-focused engineer with internship experience at eXp Realty and Pulse InfoFrame, building survey platforms and a drag-and-drop survey management UI in React + TypeScript. Notably helped execute a post-deployment migration from DynamoDB to Amazon RDS to enable scalable SQL aggregation (tested with ~70k survey instances), and monitored rollout via CloudWatch/Cloudflare logs while driving QA and load testing.”

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.”

“Analytics professional with hands-on experience turning messy CRM and campaign data into standardized reporting datasets using SQL and Python. At EcoSolutions/EcoServices, they built reusable KPI pipelines, dashboards, and metric definitions that reduced manual reporting and improved time to conversion by roughly 55% through better segmentation and campaign optimization.”

“Implementation consultant with nearly 7 years at FAST Enterprises delivering public-sector tax system implementations for NYC and Pennsylvania agencies. Brings rare depth in translating complex government business processes into configured workflows, ETL/SFTP integrations, financial calculation tools, and UAT-driven releases across collections, audit, and tax operations.”

“Growth-stage accounting/fintech operator at ClearBooks CPA who evolved from executing client onboarding and reporting to building AI-enabled operating infrastructure. They used Claude and ChatGPT to automate data validation and executive financial narratives, cutting onboarding time by 30% and reporting turnaround by 25%, while also introducing team cadence and CRM-based accountability that helped drive a 15% lift in client conversion.”