Jason Welch
Summary
Dynamic and results-oriented professional with extensive experience in client services, accounting, and data analysis within the non-profit sector. Proven track record of driving operational improvements, leading cross-functional teams, and implementing data-driven strategies to enhance efficiency, compliance, and customer experience. Seeking to leverage expertise in leadership and data analysis in a challenging role.
Overview
10
10
years of professional experience
Work History
Global Lead, Client Services
PayPal Giving Fund
01.2024 - Current
- Foster strategic partnerships with major platforms (Meta, GoFundMe, Deed, Twitch), enhancing charity enrollment and compliance.
- Lead data analysis initiatives, developing key performance indicators for operational excellence across multiple countries.
- Drive operational enhancements, significantly reducing customer support queries and improving overall service delivery.
- Coordinate with the accounting team on global financial processes, enhancing compliance and reducing charity complaints
Staff Accountant
PayPal Giving Fund
03.2019 - 01.2024
- Managed and streamlined charitable transactions for the US, Canada, and Australia, ensuring accuracy and compliance.
- Enhanced global customer service operations, achieving a 20% increase in charity and partner satisfaction.
- Implemented automation in accounts payable and vendor payments, cutting processing times by half.
- Led anti-money laundering (AML) compliance efforts, ensuring regulatory adherence and minimizing risk.
Accounting and Operations Associate
PayPal Giving Fund
01.2018 - 03.2019
- Redesigned accounting escalation reporting and implemented JIRA tracking software, resulting in a 50% reduction in response time and a 30% increase in issue resolution rates.
- Automated operational processes, reducing manual workload by 60% and enhancing operational productivity.
- Assisted in SAP ERP implementation, streamlining data management and improving accuracy.
- Supported business growth by identifying opportunities for expansion into new markets or service offerings.
Collections Analyst
Meltwater
11.2016 - 01.2018
- Managed accounts receivable and collections, developing financial dashboards that informed strategic decision-making.
- Designed, managed, and improved weekly financial dashboards on collections data, providing insights into payment trends and facilitating data-driven decision-making.
- Generated invoices, purchase orders, and FMR requests, streamlining financial processes and improving accuracy.
- Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.
Client Service Associate
Capstone Retirement Group
01.2016 - 09.2016
- Pro actively supported new and existing client relationships while providing ongoing investment analysis due diligence, fiduciary oversight support, assistance to plan sponsors, and administrative investment option plan change processing and reconciliation.
- Developed financial strategies and conducted investment analysis, enhancing client service and support.
- Implemented new reporting frameworks, improving efficiency and delivering valuable insights to clients and management.
Loan Originator Assistant
First Guaranty Mortgage
08.2015 - 01.2016
- Supported Loan Originators and Underwriters in the pre processing and setup of FHA Streamline and VA loans for the Servicing Center Division.
- Identified problem areas within the loan portfolio, analyzed risks and suggested appropriate solutions.
- Managed, and updated loan files daily in order to move the file to into the processing/underwriting phase of the loan process.
- Analyzed customer's credit and financial scenarios to determine appropriate loan products.
- Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
- Presented reports on general economic trends, individual corporations, and industries, providing insights and recommendations to clients and senior management
- Developed and implemented a new reporting framework, reducing report production times.
Wealth Management Intern
Morgan Stanley
12.2014 - 08.2015
- Assisted Financial Advisors and associates by providing essential market research daily.
- Analyzed balance sheets, operating income and expense accounts, and loan documentation to confirm institution assets and liabilities.
- Participated in formal and informal meetings with bank directors, trustees, senior management, counsels, outside accountants and consultants to gather information and discuss findings with my team.
Technician
Apple
04.2014 - 12.2014
- Addressed customer inquiries regarding computer software, hardware, or operation to resolve problems.
- Calculated and performed minor repairs to hardware, software, or peripheral equipment, following design specifications.
- Coordinated multiple diagnostic and repairs appointments concurrently to maximize efficiency.
- Performed equipment diagnostics to recommend corrective actions for operational problems.
Education
Bachelor of Science - Informatics
Indiana University
Master of Science - Data Science
Indiana University
12.2026
Skills
- Leadership & Team Management
- Data Analysis & Reporting
- Operational Improvement & Automation
- Financial Analysis & Accounting
- Regulatory Compliance & Risk Management
- Strategic Partnerships & Client Engagement
- SAP ERP & JIRA
- Blue Prism Automation Tools
Volunteer Experience
Firefighter, Stafford County Volunteer Fire Department
Timeline
Global Lead, Client Services
PayPal Giving Fund
01.2024 - Current
Staff Accountant
PayPal Giving Fund
03.2019 - 01.2024
Accounting and Operations Associate
PayPal Giving Fund
01.2018 - 03.2019
Collections Analyst
Meltwater
11.2016 - 01.2018
Client Service Associate
Capstone Retirement Group
01.2016 - 09.2016
Loan Originator Assistant
First Guaranty Mortgage
08.2015 - 01.2016
Wealth Management Intern
Morgan Stanley
12.2014 - 08.2015
Technician
Apple
04.2014 - 12.2014
Bachelor of Science - Informatics
Indiana University
Master of Science - Data Science
Indiana University