Jason Wasserman of Connecticut
Financial and Operational Leader
Jason Wasserman of Connecticut is highly respected for his ability to develop and implement actionable plans that enhance organizational policies, streamline practices, reduce costs, and boost profitability. His proficiency in utilizing analytical tools addresses a range of business issues, including the establishment of controls and procedures to oversee vendor negotiations, ensure budget adherence, initiate cost reduction measures, and, when necessary, undertake comprehensive business process reengineering ing closely with executive team members, Jason actively tackles divisional challenges, such as improving talent retention and enhancing vendor relationships. As an authority on Key Performance Indicators (KPI), he designs effective KPI strategies that enable organizations to set realistic operational goals, track progress, and assess performance enhancements.
Independent Business Advisor
As an independent advisor, Jason has rendered invaluable financial and operational consulting services to both established and startup small businesses. His expertise has significantly improved operational efficiencies, streamlined customer payment systems, and optimized strategic sales and distribution frameworks. Additionally, his assistance in developing financial statements has secured the necessary funding for startups and business expansions.
Education and Early Career
Jason Wasserman's aptitude for financial analysis is deeply intertwined with his passion for numbers. He completed his undergraduate studies at Tufts University, earning a Bachelor of Science in Mathematics with Magna Cum Laude honors. He furthered his education at Columbia Business School, obtaining an MBA, achieving academic distinction, and gaining membership in the Beta Gamma Sigma Honor Society.
He initiated his distinguished financial career in the automotive sector with Ford Motor Company in Dearborn, MI, performing both product and profit analysis. He later served as Treasury Supervisor at United Technologies Automotive, where he assessed commodity hedging strategies and evaluated potential acquisitions and new business opportunities.
Corporate Finance Professional
With extensive experience spanning several decades, Jason has amassed considerable expertise in corporate finance. As a Finance Manager at General Electric and subsequently as Finance Director at CIGNA, he managed substantial budgets and spearheaded financial strategies that significantly enhanced operational efficiencies and modernized financial systems through cutting-edge fintech solutions.
Business Management Consultant
Jason leverages his broad financial and business acumen as an independent consultant, aiding both existing and emerging small businesses in refining their financial and operational practices. He focuses on suggesting improvements to processes, personnel, and equipment based on thorough evaluations of each company's business model and economic health.
Currently, Jason is an executive at Expense Consulting LLC, a firm specializing in invoice auditing and vendor negotiations, which plays a crucial role in identifying cost-saving opportunities and enhancing corporate profitability in a highly competitive business environment.
Financial Technology (FinTech) Expert
Jason has a profound understanding of financial technology and its application in enhancing financial operations, transaction processing, and service delivery. He utilizes the latest technologies to improve the transparency of economic data and optimize customer transactions. His technical expertise encompasses a wide range of financial and business automation software, including Salesforce, Oracle, and Microsoft Excel, among others.
Personal Life and Charitable Involvement
Jason's personal life is rich with community service and charitable activities. He has been a long-time volunteer with SCORE, serving as both mentor and chapter treasurer and is the president of his synagogue's board. Additionally, he co-founded a nonprofit organization focused on harm reduction and co-hosts a podcast discussing societal support for individuals affected by the criminal justice system.
An enthusiast of music, Jason played trombone in the Valley Swing Shift Big Band and currently performs the shofar at his synagogue. Committed to a healthy lifestyle, he has adopted a nutritious diet and regular exercise regime, achieving significant weight loss and enhancing his overall well-being.