Jason W. Email & Phone Number

South Windsor, Ct, Us

Bloomfield, Connecticut, United States

When ClaimInformatics was in start-up phase, developed the financials for the initial business plan, created initial business procedures, and client reports.Responsible for processing payroll via Paychex and managing benefit enrollment for both company with 30+ remote employees across the country in multiple states.

Hartford, Connecticut Area

• As key member of leadership team, routinely assessed and implemented improvements to policies, procedures, analytical tools, and internal controls for all aspects of the business including Project Management, Analytics, Human Resources, Procurement and Sales.• Responsible for variance analysis, variance investigation, and solution recommendations as well as determining actual versus expected savings for multiple clients and spend categories. • Responsible for achieving 20% savings on average by identifying opportunities through benchmarking and negotiating with vendors across several spend categories.• Responsible for tracking status of project portfolio to ensure deadlines and savings targets are achieved which includes training and managing internal analysts as well as outsourced cost reduction partners. • Responsible for project management of assigned client engagements including assessing client opportunities, developing plan for obtaining documents for review, working closely with clients to determine scope of requirements, managing internal and external resources to see projects successfully through to completion, and quantifying results. • Responsible for preparing financials to secure grants such as Connecticut Small Business Express Grant, PPP and ERTC. • Liaison with outside analyst assisting clients in receiving disaster relief funds for COVID 19 from FEMA. Projects are extremely complex and require additional analytical assistance. • Provided daily, on-going support to Principal. • Responsible for processing payroll via Paychex and managing benefit enrollment for both companies with 30+ remote employees across the country in multiple states.

Various

• R&R Corrugated Packaging – Bristol, CT (2012). Studied the box-making business and recommended operational improvements related to processes, people and equipment.• Amoun Pita – South Windsor, CT (2011). Developed initial financial statements and business plan commentary for owner of pita bread manufacturing company to secure start-up funding. Designed and implemented sales, distribution and financial processes. • Manchester Tobacco & Candy – Manchester, CT (2009-2011). Recommended and implemented projects for convenience store wholesaler/distributor including stream-lining the process for customer receipt of promotional items and issuing monthly statements. Developed improved weekly reporting tool. Applied customer payments, confirmed cash receipts, prepared bank deposit, and monitored customer balances.

Responsible for leading team of financial professionals controlling $800 million annual spend. Served as liaison between business and IT on all financial matters. Acted as financial lead in negotiations with vendor for network infrastructure and call center application.• Integrated $800 million multi-year IT contract into existing processes.• Prepared annual budget and conducted continuous budget to actual variance analysis, variance investigation and communicated issues and concerns to appropriate management. Recommended and implemented procedures to address variances. Budgets included standard departmental spend, development of rates for chargeback to departments using IT services, and discretionary project spend. • Improved forecasting accuracy by fixing recognition of accrual and capitalization treatment and increasing frequency of review.• Recommended overhauled approach to decades-old, legacy, inter-company charging model, providing greater insight to cost drivers.• Responsible for reviewing consultant requests and other purchases for accuracy, matching with supporting documentation, resolving discrepancies, and evaluating and processing exceptions. • Participated in centralization and integration of multiple independent departments for teams leading (in finance) and teams supporting (in IT and Project Management). • Participated in developing and tracking KPIs for teams supported (IT) and teams leading (IT Finance). • Led culture-shaping workshops that fostered teamwork, personal accountability, and competitive excellence. Received formal recognition from CFO.• Participated in Diversity Council that implemented various diversity improvement initiatives. Received Vision Award from CFO.

Controlled $100 million technology budget for GE’s Industrial Systems division. Led the financial integration of project management processes for two $2.5 billion businesses.• Improved the financial processes for the division’s project portfolio.• Established financial controls and recommended revenue increasing and cost-cutting actions that allowed the Chief Technology Officer to surpass his financial targets.• Prepared annual budget and conducted continuous budget to actual variance analysis, variance investigation and communicated issues and concerns to appropriate management. Recommended and implemented methods to address variances. Budgets included standard engineering departmental spend and all discretionary project spend for the division. • Developed new capitalization guidelines for tooling design, improving operating margin by $1.4 million.• Responsible for evaluating ROI of new product initiatives. • Received special management award for participation in integration.• Filed two patent applications for development of innovative intranet-based financial tracking tools and managed implementation of tools throughout the division. Received special innovation award for patent filings. • Successfully completed two of GE’s intensive Advanced Financial Management courses.• Received corporate stock option award, granted to only 3% of peer group, for outstanding performance.

Evaluated commodity hedging strategy, analyzed proposed acquisitions and new ventures, prepared formal funding proposals for senior management, and worked with investment and commercial banks on treasury-related issues.• Managed international project team in successful collection of $6 million in past due payments from Chrysler de Mexico that was in risk of write-off.

Graduate of Financial Leadership Development ProgramProduct Development, Lead Profit Analyst (1994-1996): tracked full P&L and ROI for Ford’s Mercury Villager program. Investment Analyst (1993-1994), consolidated Ford’s multi-billion dollar capital expenditure plan for North America. Warranty Analyst (1992-1993), analyzed warranty expense trends and forecasted Ford’s multi-billion dollar future cost liability to ensure creation of adequate reserves.

Mba, Finance And Management

Activities and Societies: Beta Gamma Sigma, Public Speaking Club President

Bachelor’S Degree, Mathematics

Magna Cum Laude