Steve Schultz
Strategic Finance & Ops Leader | Two-Time Founder | Building the Infrastructure Behind Startup Growth
- Role
- Strategic Finance & Operations Advisor at Decisioncfo
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Steve Schultz
I\'m one of those people who looks forward to the daily NYT crossword puzzle. There\'s…
Experience
Strategic Finance & Operations Advisor
Jan 2020 — Present · New York, NY, US
Advise early and growth-stage companies on strategic financial planning and operational transformation:Current client engagement (2025-Present): Leading finance transformation for an international AI startup expanding to the US market Built a bespoke 40+ sheet integrated financial model spanning P&L, Balance Sheet, and Cash Flow with full accrual logic, scenario planning, and cohort-based revenue forecasting. Model praised by lead investor as \"the most detailed venture-stage model [he\'s] ever seen\" Leading US market entry strategy and entity formation for an Australian tech startup with ~$10M AUD seed funding Designing an integrated data ecosystem that connects Excel financial models with the company\'s CRM, accounting software, and operations platforms to provide real-time business insightsPrevious engagements: Served as Interim VP of Finance for venture capital firm 645 Ventures (20••••25) Providing financial modeling, budgeting implementation, and operational strategy for tech, manufacturing, and real estate startups Built custom invoicing automation plugin for office equipment rental startup, saving the CEO 8+ hours monthly by eliminating manual processing Specialize in building scalable financial systems for high-growth companies Delivered 20+ client engagements ranging from pre-seed to Series B stages\"Steve’s impact as our Strategic Finance & Operations Advisor has been exceptional. His innate curiosity and innovative approach to financial technology transformed how we operate. Steve sees financial challenges as puzzles and leverages his expertise to enhance investment decisions and operational efficiency. His unique blend of financial acumen, technological savvy, and problem-solving skills makes him an invaluable asset to any forward-thinking organization.\"- John Evans, CEO
Education
HEC Paris
MBA (Foreign Exchange), MBA Foreign Exchange
St. Mark's School of Texas
Diploma
Northwestern University - Kellogg School of Management
MBA, Strategy, Marketing
Tulane University
B.S., Applied Mathematics
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.