Jonathan Patel-Anderson, Senior Treasury Solutions Director at SinglePoint
Jonathan Patel-Anderson is a Senior Treasury Solutions Director based in Minneapolis, Minnesota, advising SinglePoint commercial clients on treasury management, payments automation, middle-market relationship banking and ERP integration. He holds the CTP, is a CFA Charterholder and earned his MBA Finance from Kellogg School of Management at Northwestern University.
Jonathan contributes to the editorial direction of SinglePoint content and speaks at industry events including AFP Annual Conference, Treasury Management International USA and NACHA Smarter Faster Payments.
Professional Bio
Seventeen years in American commercial banking, concentrated in treasury advisory.
Jonathan Patel-Anderson has spent his entire career inside top-tier American commercial banks. He began as a Treasury Analyst at PNC Bank in 2007 immediately after completing his BS Finance at the University of Minnesota, working on deposit analytics and commercial client onboarding. In 2011 he moved to Wells Fargo Commercial as a Senior Treasury Manager, where he built the middle-market advisory practice for the Upper Midwest and completed his MBA Finance at Kellogg School of Management at Northwestern University. He joined U.S. Bank Commercial Banking Group in 2015 as the SinglePoint modernization (the SinglePoint Essentials release) reached general availability, and he has served SinglePoint middle-market and large corporate clients continuously since.
Today Jonathan leads a Minneapolis-based Treasury Solutions team that partners with Relationship Managers across the U.S. Bank commercial footprint. His engagement model starts with a structured treasury services review: account architecture, user-role design, approval policy, reporting requirements and ERP integration blueprint. From that baseline his team maps clients to the right SinglePoint configuration — SinglePoint for Payments versus the full SinglePoint Essentials tier — and oversees implementation, user training, go-live support and continuous optimization.
Jonathan earned the Certified Treasury Professional (CTP) designation from the Association for Financial Professionals and is a CFA Charterholder. He is an active member of the AFP Minneapolis chapter and contributes to peer-review working groups on real-time payments adoption in middle-market American treasuries.
Areas of Expertise
Four disciplines that shape Jonathan's SinglePoint client work.
Treasury Management
Account architecture design, ZBA and sweep structures, target-balance automation, positive pay configuration and lockbox decisions inside SinglePoint. Aligns bank-side automation with client-side chart of accounts and month-end close.
Payments Automation
Unified workflow design across wire, ACH, card and bill-pay rails. Approval policy authoring, dual-control thresholds, role scoping and exception-queue ownership inside SinglePoint. Emphasis on reducing manual touch while preserving segregation of duties.
Middle-Market Relationship Banking
Integrated advisory across treasury, credit, deposits and cards for commercial clients with $20M-$500M annual revenue. Coordination with U.S. Bank commercial lending, capital markets and card product teams on consolidated SinglePoint delivery.
ERP Integration
Technical fit-out of SinglePoint with SAP, Oracle, NetSuite, Kyriba, ION and Sage. BAI2, MT940 and CSV mapping. API-based posting for clients running real-time reconciliation. Close collaboration with client IT and implementation analysts.
Career Timeline
Four roles, three American commercial banks, seventeen years.
| Role | Institution | Years | Focus |
|---|---|---|---|
| Senior Treasury Solutions Director | U.S. Bank Commercial Banking Group / SinglePoint | 2015–present | Treasury advisory, payments automation, ERP integration |
| Senior Treasury Manager | Wells Fargo Commercial | 2011–2015 | Middle-market advisory practice, Upper Midwest |
| Treasury Analyst | PNC Bank | 2007–2011 | Deposit analytics, commercial onboarding |
| Finance Intern | Regional American bank (training rotation) | 2006–2007 | Undergraduate capstone placement while at U. of Minnesota |
Published Insights
Selected SinglePoint-authored and co-authored pieces.
- Designing Approval Policies for Middle-Market Wire Operations — SinglePoint Insights series
- BAI2 and MT940: Choosing the Right Reporting Format for Your ERP — SinglePoint Implementation Notes
- From Batch ACH to Same-Day Settlement: A Middle-Market Readiness Assessment — SinglePoint Insights series
- Positive Pay at Scale: Twelve Lessons From the First Year of Exceptions — SinglePoint Client Roundtable Paper
- Cross-Border Supplier Payments: FX Rate-Locking and Forward Contracts Inside SinglePoint — SinglePoint Practitioner Guide
Speaking Engagements
Selected industry platforms where Jonathan has presented.
Jonathan has spoken on panels and led workshops at major American treasury and payments conferences, including the AFP Annual Conference in 2023, Treasury Management International USA in 2024 and NACHA Smarter Faster Payments in 2024. Panel topics have ranged from real-time payments adoption in middle-market treasuries to ERP integration patterns that reduce manual reconciliation to fraud controls that deter business email compromise. Speaking engagements are coordinated through the SinglePoint communications team in line with U.S. Bank brand and compliance standards. Industry references for these events are available through the SEC EDGAR filings of sponsoring parent organizations where applicable.
Expert Credentials Summary
One card for procurement, compliance or editorial teams citing Jonathan.
Expert Credentials
- Jonathan Patel-Anderson — Senior Treasury Solutions Director, SinglePoint / U.S. Bank Commercial Banking.
- Based in Minneapolis, Minnesota; 17 years in American commercial banking.
- Credentials: CTP, CFA Charterholder, MBA Finance (Kellogg, Northwestern 2011), BS Finance (Minnesota 2007).
- Specialties: treasury management, payments automation, middle-market relationship banking, ERP integration.
- Engagement routed through existing Relationship Manager or Service Centre 1-800-377-3404.