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York IE Expands Finance Advisory Services

York IE Expands Finance Advisory Services
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York IE, an advisory and enterprise capital agency that helps expertise corporations develop, introduced the hiring of Jocelyn Murphy, CPA, as the brand new Director of Finance Advisory. This transfer displays York IE’s dedication to delivering top-tier monetary experience and strategic steerage to startups and scaling companies.

“We’re thrilled to welcome Jocelyn to the York IE crew,” mentioned Mike Veilleux, Managing Director, Advisory at York IE. “We prioritize pragmatic development to protect optionality for corporations. To try this, finance can’t be siloed. You want a robust monetary technique that reaches throughout each perform of the enterprise. Jocelyn brings that broad experience and the flexibility to work with all organizations inside an organization.”

“Jocelyn’s in depth expertise in monetary planning and her ardour for serving to companies succeed make her the proper match for this function,” mentioned Janelle Gorman, CFO, York IE. “As we proceed to develop our finance advisory providers, Jocelyn will play a key half in empowering our purchasers to make data-driven choices and obtain sustainable development.”

Finance Companies

York IE’s tech-enabled finance providers are designed to offer startups and scaling companies with the insights and instruments they should optimize monetary efficiency and plan for the long run. These choices embrace budgeting and forecasting, KPI monitoring, situation planning, and money movement administration, all delivered with the agency’s pragmatic method to development. York IE’s crew, led by Jocelyn, has experience in a wide range of applied sciences throughout the G&A tech stack together with: Quickbooks, Netsuite, Stripe, Constancy Personal Shares, and extra.

Firms like Canvs, Shift Group and Keep AI have efficiently used York IE’s finance providers.

“Having York IE’s help on all issues finance freed up our cofounders’ time to essentially deal with the fundraising course of itself: networking, pitching, and many others.,” mentioned Josh Rombach, Director of finance and operations, Keep AI. “On the tactical aspect, they helped us put together our monetary mannequin and suppose by way of the projections we have been making going into that elevate.”

Meet Jocelyn Murphy

With greater than 15 years of expertise in finance and management roles, Jocelyn brings a wealth of information and confirmed outcomes to York IE. Previous to becoming a member of York IE, Jocelyn based JBM Enterprise Consulting, which supported non-public fairness owned and small to mid-sized corporations. Earlier than beginning her personal firm, Jocelyn was VP of Finance at PEAK Occasion Companies. She has beforehand held senior finance roles at Lord Hobo Brewing Firm, Keurig Inexperienced Mountain, and Remy Cointreau. She is a Licensed Public Accountant who holds a number of levels from Bentley College.

“Becoming a member of York IE is an unbelievable alternative to convey my expertise to progressive corporations looking for to scale sustainably,” Jocelyn Murphy mentioned. “I’m excited to work with the crew to assist our purchasers navigate monetary challenges, uncover alternatives, and obtain their strategic objectives.”

For extra info on York IE’s finance providers, go to https://york.ie/corporate-strategy-and-fpa/.



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