Jonathan Whelton-Pane Email & Phone Number

Newtown, Connecticut, United States

Mount Kisco, New York, United States

- Managed business communication with inquirers and customers via email, text, phone, and in-person- Cultivated initial customer base and developed welcoming service brand for all visitors and inquirers- Tracked and managed data on student attendance; facilitated class/membership payments via invoice deployment; enrolled students for classes, private lessons, camps, and other program offerings- Developed KPI metrics, reports, and dashboards for Chief Financial Officer- Developed new workflows for business procedures in collaboration with CEO, esp. overall project management

Newark, New Jersey, United States

- Provided data entry and review support to IDT in connection to its 2022 audit cycle, working with the offices for the United States, Mexico, and Argentina- Located and supplied required documents needed by auditors, esp. invoices and receipts connected to vendor and customer transactions- Performed financial reconciliation analysis, comparing general ledger files (obtained through Netsuite) against other transactional/payment data provided by Accounts Payable team to document and investigate discrepancies- Analyzed potential matches for records with inconsistent naming conventions from the Latin American (Mexican & Argentinian) customer files; used Fuzzy Lookup protocol in Microsoft Excel in combination with with manual review/assessment to report on probability of matches

Fairfield, Connecticut, United States

- Reporting directly to the firm’s Chief Operations Officer as part of the re-structuring of the “Operations Team” into an autonomous department (“Client Operations”), distinct from Client Services- Served on emergency taskforce developing and executing a comprehensive plan to render the company 100% remote in response to the COVID-19 pandemic in March of 2021- Co-piloted expansion of the firm’s unique “Grants to Individuals” (GTI) program, with special emphasis on accessibility for individuals and households impacted by COVID-19- Worked with Chief Legal Officer to develop an updated Wire/ACH protocol and workflows for grants in response to heightened risk of cybercrime/fraud worldwide- Developed first departmental OKRs (Objectives and Key Results) for the Client Operations Department, focusing on process-automation and continued enhancement to wire/ACH procedures- Conducted capacity-planning with the guidance of the Controller to advocate for additional 2021 staffing, as well as benchmarking research to promote equitable, standardized compensation for direct reports

Fairfield, Ct

- Was promoted to Manager of Client Services Operations in parallel to expanding the Operations Team to provide administrative support for both “Premier” and “Comprehensive” clients, representing the complete Foundation Source client portfolio (approx. 1,500 private foundations)- Expanded the Operations Team to (9) CSAs, including interviewing, hiring, training, and day-to-day supervision- Created and supervised “Check Tracking Workgroup” focused exclusively on resolving outstanding checks through outreach to grantees- Worked regularly with the Client Services Directors Team to launch and shepherd department-wide initiatives- Restarted initiative to update and curate the Foundation Source Wiki/“Knowledge-Center” to provide a centralized in-house repository for industry knowledge

Fairfield, Ct

- Interviewed for and was chosen as first supervisor for newly-created Operations Team, reporting directly to the Deputy Director of Client Services, meeting the administrative needs for the “Comprehensive” client portfolio- Expanded the Operations Team from (4) to (6) CSAs, including interviewing, hiring, training, and day-to-day supervision- Trained and managed CSAs in core team functions: processing grant letters to charities, following up on outstanding checks, sorting/uploading client mailings, answering and fielding phone calls to the office- Provided operational training pertaining to company processes and systems to both CSAs and newly-hired PCAs- Demonstrated client-impacting processes and fraud-prevention controls in Client Services for the firm’s annual Systems and Organizational Controls (SOC) reviews (*performed this up through 2020, across role evolutions)

Fairfield, Ct

- Editing and proofreading grant letters sent on behalf of clients to charitable organizations; ensuring letters accurately reflect the intentions of our clients as well as the legal dimensions of the grants- Reviewing and preparing reports and dockets for client and internal use- Maintaining accurate and up-to-date records and databases pertaining to both clients and grantees- Providing administrative support to three teams of Private Client Advisors in their work facilitating the philanthropic activities of private foundations

Marist College

- Worked directly with the Director of Interactive Media Systems in a supportive capacity on various multimedia projects- Conducted comprehensive research on television, radio, and print outlets to build a contact database for the NYC media market- Produced transcripts for filmed interviews - Conducted archival research to identify and collect imagery for a video-documentary project; researched copyright status; arranged the purchase of content licenses, and composed appropriate credit lines

- Was promoted to supervisory position based on quality of work and aptitude for leadership in the workplace- Coached interviewers to ensure professional and successful survey-performance and adherence to research protocol; evaluated interviewer conduct and provided them with constructive feedback- Actively engaged with interviewers during shifts to promote a productive and comfortable workplace- Performed administrative work in the MIPO offices, including: - Receiving and coordinating calls into the office - Archiving MIPO-related newspaper clippings and electronic media - Cleaning and prepping the phone-room for polling shifts - Providing general support to managers on individual tasks and projects

- Conducted citywide, statewide, and nationwide telephone surveys as part of numerous MIPO research projects; project topics included the 2010 U.S. Senate elections and the 2013 U.S. Presidential elections, but extended to diverse topics such as sports, economics, and current events.- Trained in basic usage of Voxco Telephone Survey Software (CATI/IVR)- Certified for ethical human subjects research under the Collaborative Institutional Training Initiative(CITI: Social and Behavioral Research)- Certified for ethical human subjects research under the National Institutes of Health (NIH: HumanSubjects Protections Training)

- Wrote entries on numerous topics for the first edition of the “Assassin’s Creed Encyclopedia,” a compendium based on Ubisoft’s Assassin’s Creed video-game franchise, published in five languages. These topics included character biographies and story synopses.- Performed thorough research on media related to the franchise (cross-platform video games, comic books, short films, novel adaptations) to compile and cross-reference all available information on entry topics. - One of only five paid contributors hand-picked to participate in the project, on the merits of writing samples submitted in a competition hosted by Ubiworkshop (branch of Ubisoft Montreal dedicated to community development and brand exploration).

Bachelor Of Arts (B.A.), English Literature, Philosophy (Majors); Medieval & Renaissance Studies (Minor)

Activities and Societies: Sigma Tau Delta, National Society for Leadership and Success, Emerging Leaders, Marist College Honors Program.

Education record

Activities and Societies: Great Books Summer Program (Amherst College), CT Innovation Academy, National Young Leaders Conference (2007).