Steffen Parratt
CFO advisor providing hands-on finance and strategy leadership to high-growth and venture-backed companies. Most engagements are referrals from investors and former colleagues.
CFO advisor providing hands-on finance and strategy leadership to high-growth and venture-backed companies. Most engagements are referrals from investors and former colleagues.
Establishing the financial and operational foundation required for growth. Covers company formation, financial systems, reporting infrastructure, payroll and benefits, equity management, and the processes required to build a scalable finance function.
Preparing a company to raise capital — from venture rounds to debt financing to structured transactions. Includes market analysis, competitive positioning, unit economics, key drivers of performance, cash flow planning, valuation, and the materials that sophisticated investors expect to see.
Building and scaling the finance function as a company grows — defining roles, hiring, developing talent, and designing the organizational structure and culture appropriate to each stage. Includes working directly with CFOs and senior finance leaders on judgment, team development, and the demands of operating at the edge of their experience. Particularly relevant at inflection points: post-fundraise, pre-IPO, or following a significant acquisition.
The ongoing discipline of managing capital, performance, and organizational decision-making as a company scales. Covers budgeting, investment analysis, performance measurement, incentive design, board communication, and the operating processes required to maintain financial discipline during growth.
Identifying the metrics that actually drive a business — and building them into reporting that management can act on. Covers FP&A, financial statements, management reporting, and the data infrastructure required for reliable decision-making. The goal is clarity, not volume.
Advisory on the full range of M&A activity — buy-side and sell-side. Covers financial due diligence, valuation, deal structuring, debt and equity financings, integration planning, and the management of complex transactions from initial analysis through close.
Restructuring financial operations, systems, and organizational processes to improve efficiency, reduce complexity, and support the next stage of growth. Draws on experience leading large-scale transformation efforts at institutional scale.
Preparing a company to operate in public and regulated markets — SEC filings, audited financial statements, SPAC transactions, Sarbanes-Oxley implementation, fintech licensing, and the internal controls that regulators and auditors expect. Draws on direct experience as CFO of a public company through a major capital transaction and sale.
Strategy and business model development for several colleges and EdTech companies navigating shifts in how education is delivered and monetized.
Designed the financial reporting framework and key performance metrics for an East Coast fixed income software provider.
Mentored and advised a high-potential CFO of a West Coast machine learning-enabled consumer finance firm.
Built and scaled the finance team for a digital financial infrastructure company, including systems, processes, and organizational design.
Advised an international payments company on financial management, reporting, and operational metrics.
Prepared a West Coast aerospace company for a public offering via SPAC, including SEC filings and financial statement requirements.
Advised a West Coast digital wealth management company on financial infrastructure, strategy, and fundraising.
Reengineered the financial processes and systems of an East Coast asset management firm.
Built the finance team, designed reporting, and recommended financial systems for an NYC financial infrastructure company.