Jason Wasserman of Connecticut is a highly regarded financial and business operations professional known for his ability to implement actionable plans that improve organizational policies, reduce costs, and boost profits. He is skilled in applying analytical tools to solve business problems, particularly in vendor negotiations, budget adherence, cost reduction initiatives, and, when necessary, re-engineering business processes to enhance efficiency. He regularly collaborates with crucial leadership teams to assess divisional challenges such as talent retention and vendor relations, often developing key performance indicators (KPIs) to set realistic operational goals, measure progress, and visualize improvements.

As an independent business advisor, Jason has successfully provided financial and operational consulting services to established businesses and startups. His expertise has helped streamline operations, improve customer payment processes, and optimize sales and distribution strategies. He has also played a crucial role in helping companies develop financial statements to secure funding for business expansion or new ventures.

Jason’s proficiency in financial analysis can be traced back to his education. He graduated Magna Cum Laude from Tufts University with a Bachelor of Science in Mathematics before earning an MBA from Columbia Business School, where he was inducted into the Beta Gamma Sigma Honor Society for academic excellence. His early career began in the automotive industry, where he served as a Financial Analyst at Ford Motor Company, tracking profit and loss for the Mercury Villager program. Later, he became the Treasury Supervisor at United Technologies Automotive, evaluating commodity hedging strategies and new business ventures.

In his corporate finance roles, Jason has demonstrated a profound ability to drive investment strategies and ensure financial stability. As Finance Manager at General Electric, he oversaw a $100 million budget and led the financial integration of two large-scale businesses. His tenure as Finance Director at CIGNA, a global health insurance provider, involved managing $800 million in annual spending, preparing budgets, and implementing fintech solutions that modernized the company’s legacy financial systems.

Jason also worked as an independent business consultant, helping both existing and new small businesses optimize their economic practices. His expertise includes auditing invoices, negotiating with vendors, and improving operational processes to enhance productivity and sales performance. As a key executive at Expense Consulting LLC, he specialized in cost reduction strategies and auditing for contractual compliance.

Known for his expertise in financial technology (FinTech), Jason has applied the latest software tools to improve financial operations. He is highly proficient in platforms such as SalesForce, Oracle, Power Automate, NetSuite, QuickBooks, and others. He utilizes these tools to optimize business financial data, enhance payment processing, and provide real-time insights into accounting inefficiencies.

Outside of his professional life, Jason finds fulfillment in charitable work and community involvement. He has volunteered with SCORE for over a decade, mentoring small business owners and assisting in their growth and success. He has also been an active leader in his community, serving as president of his synagogue’s board and co-founding a non-profit focused on harm reduction. He is also a cohost of a podcast that discusses ways to support those impacted by the criminal justice system.

Jason Wasserman of Connecticut continues to be a trusted financial advisor and a passionate community leader. He is dedicated to both professional excellence and making a positive impact on the world around him.