Jonathan Marks
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Jonathan Marks Email & Phone Number

Owner | Excel Modeling and Workflow Design at XLS Solutions
Location: Charlotte Metro, United States, United States 13 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Owner | Excel Modeling and Workflow Design
Location
Charlotte Metro, United States, United States
Company size

Who is Jonathan Marks? Overview

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Quick answer

Jonathan Marks is listed as Owner | Excel Modeling and Workflow Design at XLS Solutions, a company with 3 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Marks.

Jonathan Marks previously worked as Owner/ Director at Xls Solutions and Credit & A/R Manager at Atlas Copco. Jonathan Marks holds Bachelor Of Science - Bs, Financial & Accounting from Indiana University - Kelley School Of Business.

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Email format at XLS Solutions

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XLS Solutions

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Profile bio

About Jonathan Marks

I am an analytical and detail-oriented finance professional with a passion for solving complex problems, developing innovative tools, and driving process improvements. With extensive experience in credit analysis, portfolio management, and financial operations, I have built advanced reporting and automation tools that empower businesses to make data-driven decisions.My career includes leadership roles at organizations like Caterpillar Financial Services, where I managed high-performing teams and implemented systems to optimize processes and reduce inefficiencies. I've also spearheaded digital transformations and developed tools like advanced Salesforce CRM systems and custom Excel applications that have delivered measurable improvements in accuracy and efficiency.Recently, I've been exploring new challenges outside traditional credit and collections roles, looking for opportunities to leverage my technical expertise and creative thinking in financial analysis, data insights, or process optimization. My ideal role allows for deep thinking, hands-on problem-solving, and opportunities to build and improve systems.If you're looking for someone who can combine analytical rigor with technical innovation, let's connect.

Current workplace

Jonathan Marks's current company

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XLS Solutions
Xls Solutions
Owner | Excel Modeling and Workflow Design
Charlotte, NC, US
Employees
3
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13 roles

Jonathan Marks work experience

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Owner | Excel Modeling And Workflow Design

Charlotte, NC, US

Credit & A/R Manager

Stockholm, SE

Jul 2024 - Nov 2024
2 education records

Jonathan Marks education

Bachelor Of Science - Bs, Financial & Accounting

Indiana University - Kelley School Of Business

Bachelor'S Degree, Accounting And Finance

Indiana University - Kelley School Of Business
FAQ

Frequently asked questions about Jonathan Marks

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What company does Jonathan Marks work for?

Jonathan Marks works for XLS Solutions.

What is Jonathan Marks's role at XLS Solutions?

Jonathan Marks is listed as Owner | Excel Modeling and Workflow Design at XLS Solutions.

Where is Jonathan Marks based?

Jonathan Marks is based in Charlotte Metro, United States, United States while working with XLS Solutions.

What companies has Jonathan Marks worked for?

Jonathan Marks has worked for Xls Solutions, Atlas Copco, Loews Hotels & Co, Belmont Capital Advisors, and Caterpillar Financial Services Corporation.

How can I contact Jonathan Marks?

You can use AeroLeads to view verified contact signals for Jonathan Marks at XLS Solutions, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Marks attend?

Jonathan Marks holds Bachelor Of Science - Bs, Financial & Accounting from Indiana University - Kelley School Of Business.

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