Jason Wasserman of Connecticut is a highly respected financial and business operations professional with a talent for creating actionable strategies that enhance organizational policies, cut costs, and boost profitability Jason excels in using analytical tools to address business challenges, including establishing vendor controls, ensuring budget adherence, initiating cost reduction measures, and re-engineering business processes when necessary
He collaborates closely with leadership teams to evaluate divisional issues such as talent retention and vendor relationships As an expert in key performance indicators (KPI), he often formulates KPI strategies that allow organizations to set achievable goals, track progress, and measure performance improvements.
As an independent business advisor, Jason has provided financial and operational consulting to both established companies and startups. His expertise has streamlined operations for various businesses, leading to more efficient customer payment systems and optimized sales and distribution processes He has also been instrumental in developing financial statements to help secure funding for new ventures and business expansion
Education and Early Career
Jason Wasserman’s proficiency as a financial analyst is deeply rooted in his love for numbers He graduated Magna Cum Laude with a Bachelor of Science in Mathematics from Tufts University in Medford, MA, an institution renowned for fostering interdisciplinary collaboration and innovation. He later attended Columbia Business School in New York City, where he earned an MBA, achieved academic excellence, and was inducted into the Beta Gamma Sigma Honor Society
Jason’s financial career began in the automotive industry in Dearborn, MI, where he worked as a Financial Analyst for Ford Motor Company In this role, he handled product and profit analysis, including tracking profit and loss (P&L) for the Mercury Villager program His career progressed when he became the Treasury Supervisor for United Technologies Automotive, where he evaluated commodity hedging strategies and analyzed acquisitions and new ventures for the company
Corporate Finance Professional
Jason’s extensive experience in corporate finance has been cultivated over decades in executive roles. His expertise helps drive corporate investment strategies, manage short-term financial obligations, and ensure long-term financial stability As Finance Manager at General Electric’s Industrial Systems division in Plainville, CT, Jason oversaw a $100 million technology budget He led the financial integration of project management processes for two multi-billion-dollar businesses.
Later, as Finance Director for CIGNA, a global health insurance provider, Jason led a team responsible for controlling $800 million in annual spending He prepared the company’s yearly budget and implemented measures to address budget variances. His efforts to modernize the company’s fintech processes were vital to overcoming outdated legacy systems and enhancing operational efficiency
Business Management Consultant
Jason’s broad financial and business experience has served him well as an independent consultant. He helps small businesses refine their economic practices and operations. His goal is always to assess a company’s business model and financials thoroughly before recommending improvements to processes, personnel, and equipment
Currently, Jason is a key executive at Expense Consulting LLC, a national cost reduction firm that specializes in invoice audits for contractual compliance and identifying corporate savings opportunities In today’s competitive business environment, Jason’s expertise in streamlining operations, optimizing distribution channels, and enhancing productivity is highly sought after by small and medium-sized businesses
Financial Technology (FinTech) Expert
Jason Wasserman has a strong background in leveraging financial technology to improve business operations, transactions, and services His hands-on experience with the latest fintech tools allows him to optimize visibility into financial data and customer behavior He uses fintech to provide real-time financial insights, address accounting inefficiencies, and enhance payment processing, a critical goal for many small businesses
Jason is proficient in using Microsoft Suite, particularly Excel He is an expert in several high-demand financial and business automation platforms, including Salesforce, Oracle, Power Automate, NetSuite, QuickBooks, and more
Personal Life and Charitable Involvement
Outside of his professional life, Jason is deeply involved in his community For over a decade, he has volunteered with SCORE, a nonprofit organization associated with the Small Business Administration, as both a mentor and chapter treasurer, helping countless small business owners succeed
Jason is also president of his synagogue’s board and a co-founder of a nonprofit focused on harm reduction He co-hosts a podcast that addresses societal challenges related to the criminal justice system
A native of New York, Jason was once an avid trombone player and performed with the Valley Swing Shift Big Band Today, he proudly serves as the shofar-blower at his synagogue, a role he cherishes
Jason Wasserman remains dedicated to his family, which includes his wife, two daughters, and three cats His commitment to health and fitness has led him to adopt a nutritious diet and a rigorous exercise routine, through which he has lost 80 pounds and gained numerous physical and mental benefits.
