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Jack Yi

Vice President
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Jack Yi

Jack is a Vice President with over two decades of finance experience in various industries including investment banking, trading, government, industrial manufacturing, SaaS, and global services. He specializes in financial planning and analysis, KPI dashboards, and converting data into actionable information.

Before joining Accordion, Jack was a Director of FP&A at CSC Serviceworks, where he led the development of Tableau KPI dashboards and consolidation reporting processes for a global industry leading multi-billion dollar laundry services provider.

Prior to that, Jack held manager positions in SaaS technology organizations Cox Automotive/Dealertrack and NPD Group where he led the development of financial analysis forecast models and KPI performance metric dashboards for executives and operations managers while specializing in global FP&A consolidation reporting.

He also has civilian government experience as a Lead Budget Coordinator for the Department of Navy at the Pentagon, leading an ERP budget execution project that consolidated multiple financial and operation systems utilized in building the annual $27 Billion Navy military personnel appropriation budget spend bill.

Jack began his career as an Investment Banking Analyst in niche boutique investment banking firms bringing micro-cap ($15M – $20M) Biotech/Pharmaceutical IPO candidates public.

Jack graduated with honors from Adelphi University with an M.B.A. and from Baruch College with a B.B.A. in Finance and Economics.

"You miss 100% of the shots you don’t take – Wayne Gretsky"

Something You Should Know

  • Loves to travel the roads less traveled, learning about local culture and food. Visited over 25 countries.
  • Competed and coached an international competitive dragonboat team, where he met his wife.
  • Amateur carpenter, coffee barista, and cook.
  • Professional superhero dad to two curious little mini me(s).


  • Recognition award from a Navy 4 star Admiral for overhaul of Navy budget process.
  • Lean Six Sigma Green Belt.