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Home Market Research Startups

York IE Expands Finance Advisory Services

by TheAdviserMagazine
7 months ago
in Startups
Reading Time: 2 mins read
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York IE Expands Finance Advisory Services
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York IE, an advisory and venture capital firm that helps technology companies grow, announced the hiring of Jocelyn Murphy, CPA, as the new Director of Finance Advisory. This move reflects York IE’s commitment to delivering top-tier financial expertise and strategic guidance to startups and scaling businesses.

“We’re thrilled to welcome Jocelyn to the York IE team,” said Mike Veilleux, Managing Director, Advisory at York IE. “We prioritize pragmatic growth to preserve optionality for companies. To do that, finance cannot be siloed. You need a strong financial strategy that reaches across every function of the business. Jocelyn brings that broad expertise and the ability to work with all organizations within a company.”

“Jocelyn’s extensive experience in financial planning and her passion for helping businesses succeed make her the perfect fit for this role,” said Janelle Gorman, CFO, York IE. “As we continue to grow our finance advisory services, Jocelyn will play a key part in empowering our clients to make data-driven decisions and achieve sustainable growth.”

Finance Services

York IE’s tech-enabled finance services are designed to provide startups and scaling businesses with the insights and tools they need to optimize financial performance and plan for the future. These offerings include budgeting and forecasting, KPI tracking, scenario planning, and cash flow management, all delivered with the firm’s pragmatic approach to growth. York IE’s team, led by Jocelyn, has expertise in a variety of technologies across the G&A tech stack including: Quickbooks, Netsuite, Stripe, Fidelity Private Shares, and more.

Companies like Canvs, Shift Group and Stay AI have successfully used York IE’s finance services.

“Having York IE’s support on all things finance freed up our cofounders’ time to really focus on the fundraising process itself: networking, pitching, etc.,” said Josh Rombach, Director of finance and operations, Stay AI. “On the tactical side, they helped us prepare our financial model and think through the projections we were making going into that raise.”

Meet Jocelyn Murphy

With more than 15 years of experience in finance and leadership roles, Jocelyn brings a wealth of knowledge and proven results to York IE. Prior to joining York IE, Jocelyn founded JBM Business Consulting, which supported private equity owned and small to mid-sized companies. Before starting her own company, Jocelyn was VP of Finance at PEAK Event Services. She has previously held senior finance roles at Lord Hobo Brewing Company, Keurig Green Mountain, and Remy Cointreau. She is a Certified Public Accountant who holds multiple degrees from Bentley University.

“Joining York IE is an incredible opportunity to bring my experience to innovative companies seeking to scale sustainably,” Jocelyn Murphy said. “I’m excited to work with the team to help our clients navigate financial challenges, uncover opportunities, and achieve their strategic goals.”

For more information on York IE’s finance services, visit https://york.ie/corporate-strategy-and-fpa/.



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