About Jason H Wasserman
Jason H Wasserman is a seasoned financial and business operations expert known for his strategic ability to enhance organizational efficiencies, reduce expenses, and boost profit margins. He excels in leveraging analytical tools to address complex business issues, setting up controls and procedures that optimize vendor negotiations, budget compliance, cost reduction measures, and the overall re-engineering of business processes when necessary.
He collaborates closely with key leadership team members to routinely evaluate challenges in areas such as talent retention and vendor relationships. As a specialist in key performance indicators (KPI), he devises KPI strategies that help corporations set and achieve realistic operational targets, monitor progress, and gauge performance enhancements.
In his role as an independent business advisor, he offers financial and operational consulting services to both established and emerging small businesses. His expertise has streamlined operational processes for numerous companies, enhancing customer payment systems and refining sales and distribution strategies. He is instrumental in developing financial statements crucial for securing startup funding or supporting business expansion plans.
Education and Early Career
His proficiency as a financial analyst is deeply rooted in his passion for numbers. He pursued higher education at Tufts University in Medford, MA, which is known for its interdisciplinary approach and the innovative outcomes of student collaborations. He graduated with Magna Cum Laude honors, earning a Bachelor of Science in Mathematics. Furthering his education, he attended Columbia Business School in New York City, where he obtained an MBA, distinguished himself academically, and was inducted into the Beta Gamma Sigma Honor Society.
He initiated his prestigious financial career in the automotive sector in Dearborn, MI. Serving as a Financial Analyst for Ford Motor Company, he was involved in both product and profit analysis, notably managing the P&L for Ford’s Mercury Villager program. His career progressed as he assumed the role of Treasury Supervisor at United Technologies Automotive, where he assessed the company’s commodity hedging strategies and analyzed potential acquisitions and new business ventures.
Corporate Finance Professional
He possesses extensive expertise in corporate Finance and has gained decades of service in executive financial roles. His insights guide corporate investment strategies and manage short-term financial obligations, ensuring long-term financial stability. As Finance Manager for General Electric’s operations in Plainville, CT, he managed a significant technology budget and played a crucial role in integrating financial management processes across multiple business units.
He later ascended to the position of Finance Director at CIGNA, where he led financial teams overseeing significant budgets, crafted annual budgets, and implemented strategies to manage financial variances. His adept use of advanced fintech transformed legacy processes crucial for the company’s adaptation to modern business environments.
Business Management Consultant
He has applied his extensive knowledge of Finance and business management as an independent consultant, helping both existing businesses and startups refine their financial and operational practices. His consulting is predicated on thorough assessments of each company’s business model and financial health before recommending improvements to its processes, personnel, and equipment.
Jason Wasserman currently serves as a principal executive at Expense Consulting LLC, a firm specializing in invoice auditing and vendor negotiations to unearth potential savings for corporations. His expertise is invaluable in today’s competitive business landscape, where he helps improve sales and operational efficiencies for small—to medium-sized businesses.
Financial Technology (FinTech) Expert
He has a profound understanding of financial technology applications, from enhancing financial operations to optimizing transaction processes. His hands-on experience with cutting-edge financial technologies improves transparency into financial data and consumer behavior. He utilizes fintech to scrutinize business finances, identify accounting inefficiencies, and optimize payment processing.
An expert user of the Microsoft Suite, particularly Excel, his technical skills extend to various high-demand financial and business automation platforms, including SalesForce, Oracle, Power Automate, Teams, Sharepoint, NetSuite, and QuickBooks, among others.
Personal Life and Charitable Involvement
He finds profound fulfillment in his personal life, mainly through his long-standing volunteer work with SCORE, where he has mentored countless business owners and managed financial operations at the chapter level. He also leads his synagogue’s board and co-founded a nonprofit focused on harm reduction, additionally co-hosting a podcast on societal support for individuals affected by the criminal legal system.
A New York native, he was an enthusiastic trombone player who continues to participate in musical activities, including playing the shofar at his synagogue—a role he cherishes. His personal life is also marked by a commitment to his family and a rigorous health regimen, which has led to significant weight loss and enhanced well-being.
Jason Wasserman remains dedicated to his professional endeavors and personal commitments, always seeking new ways to leverage his skills for the benefit of others and his community.
Portfolio
Jason H Wasserman
