Steffen Parratt

Advisor and consulting Chief Financial Officer to companies, small and large, private and public, confidentially.

I have served a variety of companies, in addition to working as an employee at several technology and Wall Street firms, most recently as CFO of a Wall Street public company. Most of my clients are referrals from folks who I have worked with over the years, particularly in venture capital.

I'm often called in to help set-up a company, prepare for financing, assist with reporting, financial management, financial systems, and other topics, such as restructuring. Clients and investors find that it helps to have an experienced advisor assisting their team.

I am available for quick intensive projects and long-term advisory.

Common Services

1. Start-up!

Assist founders in setting up their company, including choosing and implementing a general ledger, an accounts payable & receivable system, billing system, expense management system, benefits and payroll systems, equity management system, and related processes.

2. Financing

Create everything required for fundraising with venture capitalists: market analysis, competitive advantages, strategy, unit economic analysis, drivers of company performance, key operational and financial metrics, cash flow planning, and valuation.

3. Reporting

Build the financial reporting to run a company successfully. IFRS and GAAP financial statements (income, balance sheet, cash flow), management reporting to measure customer profitability, product profitability, regional profitability, and other perspectives.

4. Management

Develop financial management processes, including budgeting, investment planning and analysis, performance measurement, incentive compensation program, board and investor communications, hiring and training a finance team.

5. Public Markets

Prepare for going public, including audited financial statements and supporting materials for submission to the Securities and Exchange Commission (SEC), and associated internal control processes to meet the standards of the Sarbanes-Oxley Act.

6. Special Situations

Advise on everything else required of the finance team in all situations, including mergers, acquisitions, and divestitures, fundraising rounds, upgrading financial systems, accounting issues, investor relations, reengineering and restructuring.

Recent Projects

Machine Learning

CFO Mentor

Mentored and advised a high-potential CFO of a West Coast machine learning enabled consumer finance firm.


Start up

Assisted an NYC blockchain start-up in building a finance team, designing reporting, and implementing an ERP system.


Financial Management

Advised an international payments company on financial management and reporting.

Rocket Launch

Public Offering

Assisted a West Coast aerospace company prepare their financials to become a public company via SPAC.

New Jersey

Financial Operations

Assisted a New Jersey stable cryptocurrency company in setting up their financial infrastructure.

New York City

Start up

Assisted a New York initial coin offering company in building a team, relocating and setting up operations.

San Francisco

Financial Strategy

Assisted a West Coast digital advisor with their financial infrastructure, strategy and fundraising.

Asset Manager


Assisted a East Coast asset manager in reengineering their financial processes and systems.

Business Books

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