Jack Mordey
OneStream Architect
- Role
- Senior Solutions Consultant at Analytic Vision
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jack Mordey
A finance and technology professional specializing in OneStream implementation, financial transformation, and performance management solutions. My background combines hands-on corporate finance experience with a deep understanding of financial systems design and automation.Before consulting, I spent five years at Barings LLC across, Accounting, and Treasury roles—culminating in oversight of an entity that originated, purchased, and sold private credit, with a balance sheet that at times exceeded $1B. During this period, I earned my CTP (Certified Treasury Professional) designation and managed long-term FX risk through structured FX options strategies for Barings’ global balance sheet.Following Barings, I joined the Haas Formula 1 Team as North American Corporate Controller, leading month-end close, budgeting, and cost analysis. I supported operational decision-making through financial modeling and cost-benefit analyses around in-house versus outsourced component production.Today, at Analytic Vision, I help organizations unlock the full potential of OneStream. I’ve helped clients across industries including homebuilding, pharmaceuticals, and manufacturing—developing automated cash flow statements, cash forecasting models, capital planning models, and end-to-end consolidation and planning solutions that enhance visibility, accuracy, and efficiency.I hold an active CPA license and am a OneStream Certified Professional (Architect), combining technical system expertise with real-world finance leadership experience to deliver practical, scalable solutions for my clients.
Experience
Senior Solutions Consultant
Aug 2024 — Present · Huntersville, NC, US
Education
University of North Carolina at Charlotte
Master's degree, Accounting
2016 — 2017
Catawba College
Bachelor of Arts (BA), Accounting
2012 — 2016
Catawba College
Bachelor of Arts (BA), Economics and Finance
2012 — 2016
Skills
- Economics
- Microsoft Excel
- Powerpoint
- Microsoft Office
- Microsoft Word
- Leadership
- Public Speaking
- Social Media
- Teamwork
- Time Management
- Finance
- Accounting
- Research
- Customer Service
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