Corporate Strategy and FP&A
Build a better company
Align your entire team behind the right corporate strategy and financial model. Scale your business through predictable revenue.
With York IE’s corporate strategy and FP&A services, you can:
Run and grow your company with confidence
Strategically invest in your business
Reduce operational risks
“York IE helped us transform our business quickly, and the benefit of this work will be felt for years to come.”
Michaela Goodwin
Chief Financial Officer, VETRO
See how VETRO revamped its financial operations to support its SaaS business.
Corporate Strategy
Your sales, product and marketing teams can’t have their own strategies. The entire company needs to be aligned around one vision — and incentivized to make it a reality. Develop a unified corporate strategy and bring it to life with a sound financial model.
Corporate strategy advisory includes:
- Messaging and positioning development and review
- Strategic plan analysis and support
- Market landscape mapping
- Pricing and packaging
- GTM strategy review
- KPI planning and modeling review
- Financial planning and modeling review
- Organizational structure planning and review
- Business management and executive coaching
Corporate Strategy and FP&A Playbooks
Define your business goals and identify the clear steps you’ll need to take to achieve them.
Create a presentation to help you secure the funding you need to successfully scale your business.
Find investors relevant to your stage and industry and pitch them with confidence.
Hands-On FP&A Services
Your go-to-market strategy comes to life in your financial plan. You either hit the numbers or you don’t. Confidence in your financial planning and analysis can be the difference between a good company and a great one.
FP&A advisory includes:
- Financial reporting and performance analysis
- Capital planning and run rate analysis
- Forecasting and scenario planning
- Accounting process optimization
- SaaS metrics analysis
- Accounting and bookkeeping
Corporate Strategy and FP&A Projects
Need help with a specific task? We’re also available for project-based work, including:
- Corporate strategy deep dive
- Fundraising preparation
- Financial modeling
- Growth planning