Jason Wasserman of Connecticut

Financial and Operational Leader

Jason Wasserman of Connecticut is a prominent financial and business operations professional known for devising and implementing plans that significantly enhance organizational efficiencies, cut costs, and boost profitability. His expertise lies in leveraging analytical tools to solve complex business challenges, including setting up frameworks for vendor negotiations, ensuring budget compliance, spearheading cost reduction efforts, and reengineering less processes as needed.

Jason partners closely with senior leadership to address and resolve critical divisional challenges like talent retention and vendor management. He is an expert in Key Performance Indicators (KPIs) and develops strategies that enable businesses to establish, monitor, and meet realistic operational goals, thereby facilitating measurable improvements.

Independent Business Advisor

As an independent business advisor, Jason has delivered financial and operational consulting services to both existing businesses and startups. His strategic input has optimized operational processes across numerous companies, enhanced customer payment systems, and refined sales and distribution strategies. He is also adept at crafting financial statements that help secure funding for business startups and expansions.

Education and Early Career

Jason Wasserman's journey in finance began with his natural affinity for numbers, a skill nurtured at Tufts University, where he earned a Bachelor of Science in Mathematics, graduating Magna Cum Laude. He furthered his education at Columbia Business School, earning an MBA with honors and securing a place in the Beta Gamma Sigma Honor Society.

His professional career took off in the automotive industry at Ford Motor Company in Dearborn, MI, where he undertook roles in product and profit analysis. He later advanced to the position of Treasury Supervisor at United Technologies Automotive, where he evaluated hedging strategies and explored new business ventures.

Corporate Finance Professional

Over decades in various financial executive roles, Jason has amassed extensive corporate finance expertise. As Finance Manager for General Electric in Plainville, CT, he managed a $100 million technology budget and led financial integration projects for multi-billion dollar divisions. His tenure as Finance Director at CIGNA involved overseeing an $800 million annual budget and implementing advanced fintech solutions to update legacy systems critically.

Business Management Consultant

Jason also excels as an independent consultant, utilizing his extensive financial and business acumen to assist small businesses in refining their financial and operational practices. His consulting is predicated on a thorough analysis of each company's business model and financial statements, leading to recommendations for process, personnel, and technology improvements.

Currently, he is a principal executive at Expense Consulting LLC, where he focuses on auditing and negotiating with vendors to unearth savings and optimize cost-efficiency—a crucial asset in today's competitive business environment.

Financial Technology (FinTech) Expert

Jason has a profound understanding of financial technology applications that enhance operational efficiency, transaction processing, and service delivery. He skillfully uses the latest technologies to increase transparency in economic data and streamline payment processes. His expertise spans several high-demand financial and business software platforms, including Salesforce, Oracle, and Microsoft Excel.

Personal Life and Charitable Involvement

Outside of his professional commitments, Jason is deeply invested in his personal and community life. He has been an active volunteer with SCORE, serving as both a mentor and treasurer and is the president of his synagogue's board. He co-founded a nonprofit focused on harm reduction and co-hosts a podcast addressing societal support mechanisms for those affected by the criminal justice system.

A New York native and avid trombone player, Jason Wasserman continues his musical journey by playing the shofar at his synagogue. Committed to a healthy lifestyle, he follows a rigorous diet and exercise regimen, which has led to significant weight loss and overall well-being enhancements, benefiting both his physical and mental health.