Jonathan T. Marks, CPA, MBA

Pioneer
DISC Type : DIS

Partner - Forensic Services, Investigations, Disputes, & Compliance at BDO USA

Tampa, Florida, United States

Overview

Jonathan is a Partner at BDO USA specializing in global forensic investigations with nearly 40 years of experience. He advises boards and executive teams on fraud, corruption, and compliance matters. People who have worked with him describe him as a highly respected leader who is creative and hardworking. He holds a BSBA from Commonwealth University-Bloomsburg.

Jonathan is deeply committed to philanthropy, serving as the Vice Chair for the Cancer Support Community, an international non-profit dedicated to supporting people affected by cancer. He has been a longtime board member for the organization, leading compliance initiatives and helping to strengthen its local and national impact.

He developed the Fraud Pentagon theory, an evolution of the traditional Fraud Triangle, which adds the concepts of arrogance and competence to better understand a fraudsters behavior.

Personality Overview

Driven But Considerate

Friendly But Fast

Decisive But Friendly

If they are convinced, they can become very strong champions for your product  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Fraud Risk Management
With decades of experience, he focuses on investigations, fraud risk management, and has even contributed to the COSO Fraud Risk Management Guide and developed the Fraud Pentagon theory.
Corporate Governance
He frequently advises boards, audit committees, and executive management on strengthening governance, managing risk, and navigating sensitive compliance issues.
Cancer Support
He is the Vice Chair and a longtime board member of the Cancer Support Community, an international non-profit, demonstrating a deep personal commitment to the cause.

Media Appearances

Jonathan has no verified media appearances

Work History

9-2023
Partner - Forensic Services, Investigations, Disputes, & Compliance at BDO USA
3-2024
Assistant Professor at West Virginia University
5-2025
Vice Chair at Cancer Support Community
10-2018
Board Member - Executive Committee, Compliance & Risk Chairperson at Cancer Support Community
5-2019
Member Fraud Task Force at AICPA

Education

9-2023 - 12-2024
Executive MBA from Quantic School of Business and Technology
1986 - 1988
BSBA from Commonwealth University-Bloomsburg

More Information

Social Presence :

Prographics :

Exp : 7 Location : Tampa, Florida, United States Job Level : Junior Designation : Partner - Forensic Services, Investigations, Disputes, & Compliance at BDO USA
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Insights For Selling To Jonathan T.

During A Call Or A Meeting

DO's

  • Showcase existing customers and use case-studies to grab their attention
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Build a trustworthy relationship while keeping the product center-stage

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan T. is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Jonathan T.

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Jonathan T. move?

  • They are generally fast movers and can take quick decisions
  • Can Jonathan T. take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Jonathan T.

Personality Compatibility


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