Jon Beller

Director, Financial Services @Coastal

McKinney, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2025 — Present

Director, Financial Services @Coastal

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McKinney, TX, US

Collaboration with stakeholders at all levels to understand desired outcomes and align on holistic roadmaps to move organizations forward. I focus on embedding continuous improvement concepts in engagements and help define and build strategies for digital transformation. I advise on best practices across Salesforce, Integrations and Enterprise Data while keeping a perspective on the Change Management required for people to be successful.

EDUCATION

N/A

Austin College

Bachelor of Arts (B.A.), Communication Arts, Theater and Film

2015

The University of Texas at Dallas

Master's Degree, Finance

SKILLS

Program ManagementMortgage IndustryTeam LeadershipOutsourcingFinancial AnalysisCross-Functional Team LeadershipOperations ManagementManagementRobotic Process AutomationForecastingSix SigmaDmaicData AnalysisProcess ImprovementLeadershipBusiness ProcessBudgetsFinanceBusiness AnalysisAnalyticsAnalysisConsultingBusiness Process ImprovementBusiness Process ManagementLean Six SigmaProject ManagementRisk ManagementFinancial ServicesCrmAnalytical SkillsSapProcess AutomationChange ManagementCustomer Relationship Management (Crm)AccessVisio

ABOUT JON BELLER

I bring big-picture strategy down to earth and guide teams from vision to impact through open collaboration and curiosity. I have found this approach empowers individuals and teams to solve complex problems, translates strategy to right-sized execution and fosters growth. I champion shared vision, operational excellence, realistic change management and sustainable best practices – leveraging proven methodologies to deliver tangible, meaningful and celebrated results. I prioritize trusted relationships across individuals and teams resulting in stronger collaboration and valued outcomes.• Business & Experience Transformation• Journey Ownership & Evolution• Design Thinking, Agile, Digital, Automation• Cross Functional Leadership & Influence• Salesforce FSC, nCino, Mulesoft, CI/CD, DevOps• Enterprise Workflow & Data Strategy• Effective Change Agent & Change Manager• Operational Excellence & Lean Six Sigma

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