Jason W.

Jason W. Email and Phone Number

Experienced Financial and Operational Leader | Skilled in Financial Planning, Vendor Negotiations, and Process Optimization | Advanced Excel User | Passionate Community Volunteer
Jason W.'s Location
South Windsor, Connecticut, United States, United States
Jason W.'s Contact Details

Jason W. work email

Jason W. personal email

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About Jason W.

Jason Wasserman is an accomplished financial and operational professional with a track record of excellence in both large corporations and smaller enterprises. With a Bachelor of Science in Mathematics from Tufts University and an MBA from Columbia Business School, he has honed a deep-seated expertise in financial planning, analysis, and the strategic management of corporate finances.Throughout his career, Jason has consistently driven improvements in organizational efficiency and profitability. He began as a Financial Analyst at Ford Motor Company, where he played a pivotal role in profit analysis for key projects. He later advanced to Treasury Supervisor at United Technologies Automotive, evaluating key financial strategies and potential acquisitions.As a Finance Manager at General Electric, Jason managed a $100 million technology budget, skillfully leading financial integrations for major business divisions. His tenure as Finance Director at CIGNA saw him overseeing $800 million in expenditures, where he championed the adoption of innovative financial technologies to revamp outdated processes.Jason's independent consultancy focuses on enhancing financial operations and streamlining processes for small businesses, where he applies his expertise to improve vendor negotiations, budget management, and team performance. He has significantly aided start-ups and existing businesses in optimizing their financial strategies to secure funding and expand operations.His computer skills are particularly strong in Microsoft Excel, complemented by his proficiency in other high-demand software platforms like Salesforce and Oracle. This technical expertise has been crucial in developing actionable insights and improving financial operations across different organizational contexts.Outside of professional endeavors, Jason dedicates time to community service, including over a decade volunteering with SCORE. He also serves as a board president for his synagogue and co-hosts a podcast discussing societal impacts on legal system reform.Passionate about music and wellness, Jason is an active trombone player and has committed to a healthy lifestyle, which has greatly benefited his mental and physical health. He resides with his wife and three cats, emphasizing a balanced life of professional ambition, community involvement, and personal fulfillment.

Jason W.'s Current Company Details

Experienced Financial and Operational Leader | Skilled in Financial Planning, Vendor Negotiations, and Process Optimization | Advanced Excel User | Passionate Community Volunteer
Jason W. Work Experience Details
  • Claiminformatics, Inc.
    Human Resources Lead
    Claiminformatics, Inc. Jan 2017 - Sep 2024
    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.
  • Expense Consulting, Ltd.
    Director Of Operations
    Expense Consulting, Ltd. Apr 2012 - Sep 2024
    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
    Consultant
    Various 2009 - 2012
    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.
  • Cigna
    It Finance Director
    Cigna Jul 2000 - Feb 2008
    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.
  • General Electric
    Finance Manager
    General Electric 1998 - 2000
    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.
  • United Technologies
    Treasury Supervisor
    United Technologies 1994 - 1996
    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.
  • Ford Motor Company
    Financial Analyst / Leadership Program
    Ford Motor Company 1992 - 1994
    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.
  • Ibm
    Programmer
    Ibm 1987 - 1990

Jason W. Skills

Leadership Supplies Printing Executive Management Insurance Start Ups Telecommunications Business Analysis Vendor Management Process Improvement Strategic Planning Strategy Operations Utilities Program Management Professional Services Cross Functional Team Leadership Change Management Business Process Improvement Management Project Management Services Integration Analysis

Jason W. Education Details

Frequently Asked Questions about Jason W.

What is Jason W.'s role at the current company?

Jason W.'s current role is Experienced Financial and Operational Leader | Skilled in Financial Planning, Vendor Negotiations, and Process Optimization | Advanced Excel User | Passionate Community Volunteer.

What is Jason W.'s email address?

Jason W.'s email address is jh****@****ail.com

What is Jason W.'s direct phone number?

Jason W.'s direct phone number is +186076*****

What schools did Jason W. attend?

Jason W. attended Columbia Business School, Tufts University.

What skills is Jason W. known for?

Jason W. has skills like Leadership, Supplies, Printing, Executive Management, Insurance, Start Ups, Telecommunications, Business Analysis, Vendor Management, Process Improvement, Strategic Planning, Strategy.

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