Vetted Financial Modeling Professionals

“Corporate strategy / M&A professional with experience acting as a chief-of-staff-style associate to multiple managing directors at Focus Financial Partners while running parallel M&A, enterprise vendor negotiations, and infrastructure strategy work. At BNY, led strategic growth initiatives around fintech partnerships (TAM + financial modeling) and supported a confidential divestiture using rigorous information-control processes.”

“Enterprise partnerships/sales professional from the food tech/restaurant aggregator space with ~5 years’ industry experience, including founding-team work launching Kita in the UAE. Negotiated and closed GCC-wide strategic deals with major restaurant groups (e.g., Americana/Alamar), combining C-level relationship management with rigorous unit-economics modeling; recognized for AED 12M ads revenue and sub-0.5% fail rate performance.”

Mo Hallaba

Screened

Executive Founder & Corporate Strategy leader specializing in AI data analytics and gaming

New York, United States18y exp

“Startup CEO/founder (9 years) who built an AI data assistant and ran cross-functional GTM + engineering prioritization using OKRs and KPI-driven sales experimentation. Previously worked in finance on M&A due diligence for multi-billion-dollar transactions, including hands-on NDA/confidentiality work; seeks roles at $250k+ depending on equity and fit.”

“Private equity/growth investor with sourcing-heavy experience across software, currently at PSG within a $30B AUM platform after originating 1200+ net new companies at Akmazo Capital. Stands out for combining high-volume outbound founder sourcing with rigorous market research and relationship-building that has led to proprietary SaaS deals and active investment diligence.”

“Healthcare operator and entrepreneur who founded and scaled Tellica Imaging (an Intermountain Company) from inception to serving 150,000 patients, generating $70M+ in gross revenue, and operating across 4 US states. Serves as President & CEO of two joint ventures and has hands-on experience building board-ready business cases, securing internal capital, and mastering healthcare revenue cycle/reimbursement to drive growth and customer satisfaction.”

“Backend-focused software engineer (4+ years) across e-commerce, banking, and healthcare who owned mission-critical checkout/order management end-to-end and improved peak-traffic success rates via resiliency patterns (timeouts/retries/caching) and data-driven iteration. Also built and shipped real-time operational dashboards (React/TypeScript + Spring Boot) using WebSockets and event-stream integrations, with strong experience in Kafka/RabbitMQ-style messaging at scale.”

Sam McKenzie

Screened

Mid-level Business Operations & FP&A professional specializing in RevOps automation and GTM strategy

Remote7y exp

“At BuildZoom, led cross-functional alignment to launch a new product (Data Explorer) and grew it from $0 to $1.3M ARR in 12 months. Leverages analytics and BI tooling (HubSpot, Looker, Tableau, Sisense) to build executive dashboards and drive strategic decisions, including redesigning sales incentives to emphasize recurring revenue.”

“Finance candidate with experience across Rothschild and Glasswing Ventures, focused on sourcing and qualifying founders/operators for M&A and venture opportunities. Has run high-volume, thesis-driven outbound (50–100/wk), built non-obvious buyer/partner angles in a lean automotive tech sell-side, and helped nurture a multi-month acquisition process (ContextLogic acquiring US Salt) by owning modeling and investor materials while leading discussions.”

“Strategy/finance leader with experience spanning wealth management, London Stock Exchange, and a voice AI startup. Led an ESG product launch supported by market research/ROI modeling that generated $5M+ over five years, and has hands-on PMO capability (Jira, SQL/Excel, Power BI) plus change-management experience aligning sales teams with executive digital transformation initiatives.”

Fareed Zahid

Screened

Senior Enterprise Account Executive specializing in FinTech & enterprise SaaS

New York, NY11y exp

“Enterprise SaaS seller from Dealpath who sourced and closed a $225K ACV deal with Meritage Homes end-to-end, navigating C-level stakeholders and security/finance objections (SOC 2 Type II, ROI/capital allocation framing). Uses BANT and MEDDPIC with a repeatable outbound motion (LinkedIn Sales Navigator + Gong flows) and brings strong fluency in payments/stored value economics (interchange, breakage, embedded payments).”

“Finance and private markets professional with experience at Wells Fargo and US Bank who has built a founder-adjacent sourcing skill set through deal origination, CFO outreach, and co-investment evaluation. Stands out for translating cold outreach into financing conversations and for using a structured investment lens across capital structure, unit economics, and market opportunity.”

“Early-stage venture investor/operator profile with experience at Wedbush Ventures, focused on sourcing and qualifying founders through thesis-led outbound. Stands out for combining deep market research with proactive relationship building, including sourcing AI and commerce infrastructure opportunities that advanced into pipeline and investment committee discussions.”

“Current COO who rebuilds and scales operational backbones end-to-end—data architecture, workflows, dashboards, and operating cadence—creating real-time visibility into pipeline, cycle times, and revenue forecasting. Known as a cross-functional integrator (hiring, GTM, finance, investors) who drives tough tradeoffs and turns ambiguity into durable operating systems.”

“Backend/data engineer with hands-on production experience across FastAPI/PostgreSQL APIs and AWS (Lambda, ECS) delivered via Terraform + GitHub Actions. Built Glue-based ETL pipelines into Redshift with schema evolution and data quality checks, modernized legacy reporting into Python microservices, and has demonstrated measurable SQL performance wins (multi-second query reduced to sub-300ms).”

“Chief of Staff at the Kufel Group with a strong operator + investment/portfolio orientation, leading OKR rollout, real-time portfolio reporting, and AI workflow adoption in parallel. Built AI-enabled executive productivity systems (meeting transcription/summaries, prep briefs, scheduling optimization) and measured impact via an Executive Effectiveness Dashboard, citing a 40% drop in urgent escalations and 13% portfolio performance improvement.”

“Private equity fund internship experience sourcing and outbounding to founders (notably B2B SaaS and healthcare), using AI-personalized cold emails to generate responses and progress conversations through NDA, financials review, and detailed modeling. Demonstrates structured discovery and diligence rigor, including pushing for segment-level data to enable long-term cash flow modeling and making pass/continue decisions against investment criteria.”

Alex Lange

Screened

Executive Strategy & Technology Leader specializing in PropTech, digital marketing, and venture innovation

Bellevue, WA36y exp

“Serial entrepreneur with decades in lead gen and CRM marketing and a track record of three exits/acquisitions. Founded Roost, a national MLS-driven real estate portal, leveraging SEO/SEM/email and a pilot-led, unit-economics approach (pricing, retention, CAC/LTV). Now exploring an AI-driven, end-to-end automation concept for SMB hyper-local marketing and execution.”