About

About Jason Wasserman of Connecticut

Jason Wasserman of Connecticut is a highly regarded financial and business operations professional skilled at implementing actionable plans that improve organizational policies and practices, reduce costs, and increase profits. Wasserman is adept at applying analytical tools to business problems, including establishing controls and procedures to govern vendor negotiations, budget adherence, cost reduction initiatives, and, when needed, a re-engineering of overall business processes.

Jason works directly with key leadership team members to routinely assess divisional challenges such as talent retention or vendor relations. An expert in key performance indicators (KPI), he often develops KPI strategies that allow corporations to set realistic operational goals, visualize progress, and measure improvements. 

As an independent business advisor, Wasserman has provided financial and operational consulting services to existing and start-up small businesses. His skills have helped streamline operating processes for several companies, resulting in more efficient customer payment procedures and strategic sales and distribution processes. He has also helped develop financial statements to secure funding for start-ups or business expansion goals.

Education and Early Career

Jason Wasserman’s skills as a financial analyst are likely connected to his affinity for numbers. He attended Tufts University in Medford, MA, an institution known for promoting an interdisciplinary culture where student collaborations have resulted in a number of innovative and bold ideas. Jason graduated from Tufts with Magna Cum Laude status and a Bachelor of Science in Mathematics. He attended Columbia Business School in New York City, obtained his MBA, achieved academic excellence, and was listed on the Beta Gama Sigma Honor Society.

Wasserman began his prestigious financial career in the automotive industry in Dearborn, MI. As a Financial Analyst for Ford Motor Company, Jason held both product and profit analysis roles, tracking profit and loss (P&L) for Ford’s Mercury Villager program. He went on to be employed as the Treasury Supervisor for United Technologies Automotive, a global designer and supplier of components and systems for auto manufacturers. Here, he evaluated the company’s commodity hedging strategies and analyzed the company’s proposed acquisitions and new ventures.

Corporate Finance Professional

Wasserman has a wealth of corporate finance expertise gleaned from decades of financial executive roles. Jason’s financial knowledge can drive corporate investment strategies, manage short-term financial obligations, and help ensure the organization’s future financial stability. As Finance Manager for General Electric’s Plainville, CT operations, Wasserman controlled a $100 million technology budget for GE’s Industrial Systems division and led the financial integration of project management processes for two $2.5 billion businesses.

Jason went on to become the Finance Director for CIGNA, a global health insurance provider, where he led a team of financial professionals controlling $800 million in annual spending. He also prepared the company’s yearly budget and recommended and implemented procedures to address variances. Wasserman was especially effective at implementing cutting-edge fintech to overcome decades-old legacy processes within the company, a transition that was deemed critical to modern business success.

Business Management Consultant

Jason utilized his extensive financial and business expertise as an independent contractor, helping both existing and newly launched small businesses gain control of their economic practices and operational procedures. Wasserman’s goal when working as a business consultant is to recommend operational improvements to processes, people, and equipment, but only after an intense assessment of the company’s business model and financial statements.

Currently, Jason Wasserman is a key executive at Expense Consulting LLC. This national cost reduction firm specializes in auditing invoices for contractual compliance and discovering corporate savings by negotiating with vendors. In today’s highly competitive business world, it is essential for business owners not only to increase their sales performance but also their operational performance. It is this skill set that Jason provides to SMBs, including methods to streamline processes, optimize distribution channels, and enhance productivity. 

Financial Technology (FinTech) Expert

Wasserman has a deep understanding of how to apply financial technology to improve financial operations, transactions, and services. He has hands-on experience using the latest technologies to optimize visibility into corporate financial data or customer behavior. Jason applies fintech to analyze business financial information, provide insight into accounting inefficiencies using real-time financial data, or optimize payment processing—a goal for many small business owners.

An expert-level user of Microsoft Suite, particularly Excel, Jason has experience in the following high-demand financial and business automation software platforms:

SalesForce; Oracle; Power Automate; Teams; Sharepoint; NetSuite; Paychex Sage Intacct; QuickBooks; Quicken; Hyperion; Cognos; Freshworks; NationBuilder; ChatGPT

Personal Life and Charitable Involvement

Jason finds the most enjoyment in his personal life. He has volunteered with SCORE for over a decade as both a mentor and chapter treasurer. SCORE is a non-profit affiliated with the Small Business Administration (SBA) that provides free business advice and has helped thousands of business owners start, grow, or successfully exit their ventures. 

Not only is Wasserman the president of his synagogue’s board, but he is also a co-founder of a non-profit organization that deals with harm reduction and a cohost of a podcast that discusses ways society can help those impacted by the criminal legal system.

Growing up in New York, Jason was an avid trombone player. As an adult, he went on to play in a Big Band called Valley Swing Shift for a number of years. Today, he is the shofar-blower at his synagogue, a practice he has proudly taken up for years.

In addition to his unwavering dedication to his wife, two daughters, and three cats, Jason has developed a health regimen that includes a highly nutritional diet and daily exercise. He has successfully lost 80 pounds and discovered many other physical and mental benefits that he directly attributes to healthy living.