Work Preference
Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
Generic
JONATHON MEYER
Open To Work

JONATHON MEYER

San Rafael,CA

Work Preference

Desired Job Title

Reconciliation Operations Team LeadSenior Reconciliation Operations AnalystLoan AnalystProcurement ManagerBusiness Analyst

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: San Rafael, CA, USSan Francisco, CASan Jose, CAOakland, CA
Open to relocation: Yes

Salary Range

$100000/yr - $200000/yr

Important To Me

Career advancementWork-life balanceCompany Culture

Summary

Dynamic operations leader with over 12 years of experience driving financial integrity, operational scale, and strategic transformation in the fintech and lending sectors. Expertise in spearheading automation initiatives that have reduced manual workloads by up to 70%, minimized reconciliation errors by 16%, and increased team capacity by over 2,200 annual filings. Proficient in SQL, data analysis, and workflow optimization, with a strong track record of enhancing cross-functional collaboration and building high-performing teams that deliver significant business results. Committed to streamlining processes and boosting productivity while fostering a collaborative environment that elevates efficiency and morale.

Overview

12
12
years of professional experience

Work History

Reconciliation Operations Team Lead

Guideline Inc
10.2024 - Current


  • Engineered SQL-driven automation resolving systemic discrepancies and reducing reconciliation error rates by 16%.
  • Redesigned workflows that expanded team processing capacity by 2,200 filings annually, directly accelerating business growth.
  • Developed Python based automation tools enhancing automation of largest workflows
  • Led automation initiative that streamlined one of the team’s largest workflows, reducing manual effort by 70% and freeing capacity for higher-value analysis.
  • Streamlined operational workflows to enhance team efficiency and reduce processing time.
  • Implemented process improvements that increased productivity and reduced errors in daily operations.

Senior Reconciliation Operations Analyst

Guideline Inc
01.2022 - 10.2024
  • Executed cohort analyses uncovering and resolving systemic data gaps, strengthening platform accuracy.
  • Built and managed SQL repository powering automated reconciliation workflows, cutting manual effort and error rates.
  • Oversaw and triaged 96+ JIRA tickets per day, ensuring operational continuity and surfacing high-impact process improvements.
  • Partnered with product leaders to refine user experience, resulting in measurable improvements to product functionality.
  • Analyzed operational data to identify process inefficiencies and recommend improvements.
  • Collaborated with cross-functional teams to streamline workflows and enhance productivity.

Loan Analyst

Supreme Lending
06.2016 - 01.2022
  • Closed $15M+ in loans through pipeline management and relationship-driven client engagement.
  • Developed interactive dashboards that provided decision-makers with actionable insights, improving underwriting accuracy.
  • Supported $110M commercial deals through precise documentation and lender coordination.
  • Evaluated borrower creditworthiness through thorough financial analysis and risk assessment.
  • Performed risk analyses and credit assessments that reduced portfolio exposure and accelerated approvals.
  • Analyzed loan applications to ensure compliance with underwriting guidelines and regulations.

Procurement Manager

Mangia Nosh Catering
06.2013 - 06.2016
  • Negotiated supplier contracts that cut costs and improved vendor terms, driving sustained savings.
  • Developed sales databases to analyze cost drivers and optimize purchasing decisions.
  • Reduced food costs by 10% and implemented systems that generated $250K+ in new revenue.

Education

B.A. - Business Administration & Philosophy

Gonzaga University
Spokane, WA
06.2013

Skills

  • SQL automation
  • Python-based automation solutions
  • Process improvement
  • Salesforce process management
  • Data analysis using Excel modeling
  • Goal-oriented planning
  • Efficiency enhancement
  • Collaborative team management
  • Operational excellence
  • Collaborative teamwork
  • Problem-solving

LANGUAGES

Italian – Proficient

Timeline

Reconciliation Operations Team Lead

Guideline Inc
10.2024 - Current

Senior Reconciliation Operations Analyst

Guideline Inc
01.2022 - 10.2024

Loan Analyst

Supreme Lending
06.2016 - 01.2022

Procurement Manager

Mangia Nosh Catering
06.2013 - 06.2016

B.A. - Business Administration & Philosophy

Gonzaga University