Jason Wasserman of Connecticut

Jason Wasserman of Connecticut is a distinguished professional in financial and business operations. He is noted for his ability to develop and implement effective strategies that enhance organizational functionality, reduce costs, and augment profitability. His expertise encompasses utilizing analytical tools to address complex business issues, establishing systems for vendor negotiations, ensuring budget compliance, spearheading cost reduction efforts, and executing business process reengineering.

He collaborates closely with senior leadership to address ongoing challenges in divisions such as talent retention and vendor management. A proficient expert in Key Performance Indicators (KPIs), Jason devises strategies that help organizations establish realistic operational goals, monitor progress, and evaluate performance enhancements effectively.

Independent Business Advisor

Jason offers invaluable financial and operational consulting services as an independent advisor, aiding both established and startup small businesses. His contributions have led to more streamlined operational processes across various companies, improved customer payment systems, and optimized sales and distribution strategies. Additionally, he plays a crucial role in developing financial statements that facilitate funding for new ventures and business expansions.

Education and Early Career

Jason Wasserman's journey in financial analytics is deeply rooted in his passion for numbers. He attended Tufts University in Medford, MA, graduating Magna Cum Laude with a Bachelor of Science in Mathematics. This discipline fostered his analytical skills in a collaborative, interdisciplinary academic environment. He further advanced his credentials by earning an MBA from Columbia Business School, where he achieved academic excellence and was inducted into the Beta Gamma Sigma Honor Society.

Jason embarked on his financial career in the automotive industry with Ford Motor Company in Dearborn, MI, where he analyzed products and profits. He advanced to the role of Treasury Supervisor at United Technologies Automotive, assessing commodity hedging strategies and scrutinizing potential acquisitions and new ventures.

Corporate Finance Professional

With decades of experience in senior financial roles, Jason has amassed substantial corporate finance expertise. As Finance Manager for General Electric in Plainville, CT, he managed a $100 million technology budget and was instrumental in integrating financial processes for substantial business divisions. His role as Finance Director at CIGNA saw him overseeing an $800 million annual budget and implementing cutting-edge financial technologies that modernized outdated systems—a pivotal shift for the company's sustained success.

Business Management Consultant

As an independent business consultant, Jason leverages his comprehensive financial and business acumen to guide small businesses in enhancing their economic practices and operational procedures. His consulting process involves a detailed assessment of each company's business model and financial statements before recommending improvements to processes, personnel, and technology.

Currently, Jason serves as a key executive at Expense Consulting LLC, specializing in auditing invoices and negotiating with vendors to uncover significant corporate savings, thus enhancing both sales and operational efficiencies in a fiercely competitive business environment.

Financial Technology (FinTech) Expert

Jason has an extensive understanding of financial technology applications that improve financial operations, transaction processing, and services. He effectively uses the latest technologies to enhance visibility into financial data and optimize payment processes. His expertise includes a range of high-demand financial and business automation software such as Salesforce, Oracle, Microsoft Excel, and others.

Personal Life and Charitable Involvement

In his personal life, Jason is deeply committed to charitable endeavors. He has been an active volunteer with SCORE for over a decade, serving as a mentor and treasurer, and is the president of his synagogue's board. He also co-founded a nonprofit focused on harm reduction and co-hosts a podcast that explores societal support for individuals affected by the criminal justice system.

A native New Yorker and lifelong music enthusiast, Jason Wasserman played trombone with the Valley Swing Shift Big Band and now proudly plays the shofar at his synagogue. His commitment to health is evidenced by a rigorous diet and exercise routine that has resulted in significant weight loss and improved overall well-being.