Supply chain technology vendor Kinaxis has named Herb Yeh as Chief Financial Officer and Chief Strategy Officer, effective July 27, 2026. The newly created dual role consolidates the company’s financial operations and corporate strategy under a single executive officer as the enterprise software market sees an accelerated shift toward AI-driven planning architectures.
Leadership and Advisory Profile
Yeh brings more than 25 years of investment banking and corporate finance experience within the enterprise software and broader technology sectors. Prior to joining Kinaxis, he served as Senior Managing Director at Evercore, leading the firm’s strategic advisory practice for technology software.
His earlier background includes:
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Global Co-Head of Technology Investment Banking and Vice Chairman at Citi
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Senior investment banking leadership roles at Bank of America Merrill Lynch
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Legal practice focused on corporate and securities law at Cleary Gottlieb Steen & Hamilton LLP
Executive Mandate and Operational Scope
In his dual capacity, Yeh will lead global finance, accounting, investor relations, corporate strategy, and corporate development. According to statement details from Kinaxis CEO Razat Gaurav, the mandate centers on strategic capital allocation, M&A execution, and supporting disciplined financial scaling alongside the expansion of the company’s Maestro supply chain orchestration platform.
The consolidated leadership structure aligns corporate finance directly with strategy development, a structure increasingly adopted by software vendors navigating shift-to-platform models, generative AI integrations, and shifting market demand across global supply networks.
“Kinaxis has built something genuinely differentiated: a platform that sits at the center of how enterprises make their most complex decisions,” said Yeh. “The supply chain planning market is being transformed by AI, and Kinaxis is exceptionally well positioned to lead that transformation. I look forward to partnering with Razat and the team to build on that foundation and deliver lasting value for customers and shareholders alike.”
Timing and Earnings Reporting
The leadership change takes effect ahead of the company’s second-quarter 2026 earnings report, scheduled for release after market close on Wednesday, August 5, 2026, followed by a conference call on August 6.
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