Jonathan Marks Email and Phone Number
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.
Xls Solutions
View- Website:
- xlssolutionsllc.com
- Employees:
- 3
-
Owner | Excel Modeling And Workflow DesignXls SolutionsCharlotte, Nc, Us -
Owner/ DirectorXls Solutions Jan 2010 - Present -
Credit & A/R ManagerAtlas Copco Jul 2024 - Nov 2024Stockholm, Se -
Senior Credit ManagerLoews Hotels & Co Jun 2023 - Aug 2023New York, New York, Us -
Operations ManagerBelmont Capital Advisors Feb 2019 - Apr 2021 -
Credit & Operations ManagerCaterpillar Financial Services Corporation Jan 2018 - Jun 2018Nashville, Tn, Us -
Credit Support ManagerCaterpillar Financial Services Corporation Apr 2016 - Dec 2017Nashville, Tn, Us -
Territory ManagerCaterpillar Financial Services Corporation Apr 2012 - Mar 2016Nashville, Tn, Us -
Customer Support ManagerCaterpillar Financial Services Corporation Nov 2010 - Mar 2012Nashville, Tn, Us -
Credit AnalystCaterpillar Financial Services Corporation Aug 2008 - Oct 2010Nashville, Tn, Us -
Pricing AnalystCaterpillar Financial Services Corporation Nov 2006 - Jul 2008Nashville, Tn, Us -
Sales Support RepresentativeCaterpillar Financial Services Corporation Feb 2006 - Oct 2006Nashville, Tn, Us -
Region Sales Support RepresentativeCaterpillar Financial Services Corporation Aug 2004 - Jan 2006Nashville, Tn, Us
Jonathan Marks Education Details
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Indiana University - Kelley School Of BusinessFinancial & Accounting -
Indiana University - Kelley School Of BusinessAccounting And Finance
Frequently Asked Questions about Jonathan Marks
What company does Jonathan Marks work for?
Jonathan Marks works for Xls Solutions
What is Jonathan Marks's role at the current company?
Jonathan Marks's current role is Owner | Excel Modeling and Workflow Design.
What schools did Jonathan Marks attend?
Jonathan Marks attended Indiana University - Kelley School Of Business, Indiana University - Kelley School Of Business.
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