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What We Do

FP&A and Strategic Finance Built for How Technology Companies Actually Grow

Most FP&A engagements stop at model delivery. York IE stays embedded to maintain the model, refresh the forecast, and translate numbers into the strategic conversations that actually move the business.

Financial Modeling

Financial Modeling

Bottoms-up, driver-based financial models built to reflect your actual business — ARR growth, headcount plans, gross margin by segment, and cash flow tied to real operating assumptions.

Scenario Planning

Scenario Planning

Best case, base case, and downside scenarios with clearly mapped levers. Know what happens to runway if you hire two more AEs, lose a key customer, or miss Q3 by 15%.

Annual Budget & Planning

Annual Budget & Planning

A structured annual planning process that aligns finance, sales, and operations on shared targets — with a budget that stays connected to reality as the year unfolds.

Revenue Forecasting

Revenue Forecasting

Pipeline-linked revenue forecasts with explicit assumptions documented. We work with sales and CS data to build forecasts your leadership team will actually trust and update.

Cash Runway & Burn Analysis

Cash Runway & Burn Analysis

Precise visibility into runway under current and projected spend. We track burn by department, flag risk before it becomes a crisis, and model the impact of every major decision.

Variance Analysis

Variance Analysis

Monthly actuals vs. budget and forecast with clear attribution of variances. Less time asking why the numbers are off, more time acting on what the numbers mean.

Business Outcomes

Financial Visibility That
Drives Better Decisions

The best operators don’t wait for financial surprises to appear in the monthly close. They use planning, forecasting, and
scenario analysis to anticipate what’s next and act before opportunities or risks materialize.

Smarter Capital Allocation
Smarter Capital Allocation

Understand the impact of every major investment decision before capital is committed, helping leadership teams deploy resources where they create the greatest return.

Greater Financial Control
Greater Financial Control

Scenario planning, cash forecasting, and runway visibility help companies manage growth proactively rather than reacting to changing market conditions.

Faster Strategic Decision-Making
Faster Strategic Decision-Making

With a trusted financial model and clearly defined assumptions, leadership teams can evaluate opportunities, assess tradeoffs, and make decisions with speed and confidence.

Forecasts That Inform Action
Forecasts That Inform Action

Connected planning models tied to revenue, hiring, product, and operating metrics transform forecasting from a reporting exercise into a strategic management tool.

Technology & AI

Modern FP&A Requires More Than a Spreadsheet

York IE operators build financial planning infrastructure that connects to your CRM, accounting system, and operational data — and we use AI workflows to keep models current and analysis sharp.

AI
AI
AI is embedded into how York IE operates — from research and content to automation and reporting. Our operators use AI natively so every engagement moves faster and delivers more.
Tech
Tech
We deploy the right technology stack for every engagement — from CRM and marketing automation to data infrastructure and analytics — and we know how to make it work together.
Domain Expertise
Domain Expertise
Onshore strategy and offshore execution — both with deep domain expertise. York IE combines senior strategic leadership with a highly skilled global delivery team to deliver quality at every level.
Stay AI Navigates a Successful Series A — Raising $15.1M With York IE’s Financial and Strategic Support

Stay AI Navigates a Successful Series A — Raising $15.1M With York IE’s Financial and Strategic Support

As venture investors became increasingly focused on efficiency, predictability, and sustainable growth, Stay AI needed a financial story that matched the moment. York IE’s Corporate Strategy and FP&A team built out the financial model, helped stress-test revenue projections, developed the “capital efficiency” story that aligned with the changed market, and provided the financial infrastructure support that freed the cofounders to focus on investor relationships. The result: a successful raise led by Telescope Partners.

Read full case study
Having York IE’s support on all things finance freed up our cofounders’ time to really focus on the fundraising process itself. York IE helped us establish the financial infrastructure that a rapidly growing company needs to scale successfully. And we crafted a story around capital efficiency to align with the huge shift happening in the market. Things really could not have played out any better for us.
Josh Rombach

Josh Rombach

Director of Finance and Operations, Stay AI
Working with York IE provided exactly the finance and accounting support I needed during a critical stage of growth. The professionalism, responsiveness, and discipline they delivered made York IE a trusted partner.
Quinn Worden

Quinn Worden

President & CEO, PT United

1,000+ engagements with technology companies

HOW WE WORK

Embedded Operators. Real Execution.

York IE doesn’t hand you a deck and disappear. We embed experienced operators alongside your team to
get the actual work done.

Assess

We start by understanding your goals, current systems, team gaps, and growth context — no assumptions.

  • Goals & constraints review
  • Current state audit
  • Gap & opportunity mapping
Build & Execute

We embed a strategic finance operator to build or rebuild your financial model, establish a forecasting cadence, connect actuals to your planning assumptions, and produce the scenario analyses your leadership team needs.

  • Operator embedded in your finance workflow
  • Model build, forecast refresh, and variance analysis on a defined cadence
  • Weekly progress reporting tied to board and leadership calendar
Optimize

We measure what’s working, iterate on what’s not, and continuously improve performance over time.

  • KPI tracking & review cadence
  • Roadmap iteration
  • Scale or expand scope
Related Capabilities

Explore More G&A Capabilities

FP&A is most powerful when it sits on top of clean financials and feeds directly into your fundraising
and strategic planning.

View all G&A Capabilities
Financial Reporting
Financial Reporting

The model and the board package need to tell the same story. York IE ensures your FP&A and reporting are connected and consistent.

Explore
Fundraising Prep
Fundraising Prep

A fundraise runs on your financial model. York IE prepares investor-grade versions, sensitivity tables, and the narrative to go with them.

Explore
Corporate Strategy
Corporate Strategy

Strategic finance and corporate strategy work best together. York IE helps connect financial planning to market positioning and growth decisions.

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Operational Finance Support
Operational Finance Support

Forecasts are only as good as the data behind them. York IE builds the operational finance infrastructure that keeps your planning inputs clean.

Explore

You Know What Happens If the Plan Changes?

York IE embeds strategic finance operators who build the models, forecasts, and planning infrastructure that help leadership teams evaluate tradeoffs, anticipate risks, and make decisions with confidence.

Talk to the Team Explore G&A Capabilities
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