Jonathan Marks

Jonathan Marks Email and Phone Number

Owner | Excel Modeling and Workflow Design @ XLS Solutions
Charlotte, NC, US
Jonathan Marks's Location
Charlotte Metro, United States, United States
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.

Jonathan Marks's Current Company Details
XLS Solutions

Xls Solutions

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Owner | Excel Modeling and Workflow Design
Charlotte, NC, US
Employees:
3
Jonathan Marks Work Experience Details
  • Xls Solutions
    Owner | Excel Modeling And Workflow Design
    Xls Solutions
    Charlotte, Nc, Us
  • Xls Solutions
    Owner/ Director
    Xls Solutions Jan 2010 - Present
  • Atlas Copco
    Credit & A/R Manager
    Atlas Copco Jul 2024 - Nov 2024
    Stockholm, Se
  • Loews Hotels & Co
    Senior Credit Manager
    Loews Hotels & Co Jun 2023 - Aug 2023
    New York, New York, Us
  • Belmont Capital Advisors
    Operations Manager
    Belmont Capital Advisors Feb 2019 - Apr 2021
  • Caterpillar Financial Services Corporation
    Credit & Operations Manager
    Caterpillar Financial Services Corporation Jan 2018 - Jun 2018
    Nashville, Tn, Us
  • Caterpillar Financial Services Corporation
    Credit Support Manager
    Caterpillar Financial Services Corporation Apr 2016 - Dec 2017
    Nashville, Tn, Us
  • Caterpillar Financial Services Corporation
    Territory Manager
    Caterpillar Financial Services Corporation Apr 2012 - Mar 2016
    Nashville, Tn, Us
  • Caterpillar Financial Services Corporation
    Customer Support Manager
    Caterpillar Financial Services Corporation Nov 2010 - Mar 2012
    Nashville, Tn, Us
  • Caterpillar Financial Services Corporation
    Credit Analyst
    Caterpillar Financial Services Corporation Aug 2008 - Oct 2010
    Nashville, Tn, Us
  • Caterpillar Financial Services Corporation
    Pricing Analyst
    Caterpillar Financial Services Corporation Nov 2006 - Jul 2008
    Nashville, Tn, Us
  • Caterpillar Financial Services Corporation
    Sales Support Representative
    Caterpillar Financial Services Corporation Feb 2006 - Oct 2006
    Nashville, Tn, Us
  • Caterpillar Financial Services Corporation
    Region Sales Support Representative
    Caterpillar Financial Services Corporation Aug 2004 - Jan 2006
    Nashville, Tn, Us

Jonathan Marks Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Financial & Accounting
  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Accounting 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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