Professional Summary

Professional Overview

Jason Wartman is a seasoned finance executive with over 20 years of experience in the healthcare and technology sectors. As the Chief Financial Officer at Glass, Lewis & Co., he is responsible for overseeing the company's financial operations, strategic planning, and risk management. With a strong background in financial analysis, capital allocation, and process optimization, Jason brings a proven track record of driving financial performance and enhancing shareholder value.

Experience Summary

Current Role

As the Chief Financial Officer at Glass, Lewis & Co. since 2022, Jason is responsible for leading the company's financial strategy, optimizing financial processes, and ensuring compliance with regulatory requirements. He plays a crucial role in supporting the organization's growth initiatives and collaborating with cross-functional teams to drive operational efficiency.

Career Progression

Prior to his current role, Jason held various finance leadership positions at Cerner Corporation, a leading healthcare technology company. As the Vice President of Finance from 2018 to 2022, he was instrumental in streamlining the company's financial reporting, implementing cost-saving measures, and supporting strategic decision-making. Earlier in his career, Jason served as a Senior Finance Manager and Regional Finance Manager at Medtronic, where he gained valuable experience in financial analysis, budgeting, and financial planning.

Jason began his professional journey as a Senior Accountant, Tax & Audit, CPA at Baker Tilly US, where he honed his technical accounting skills and developed a strong foundation in financial reporting and compliance.

Academic Background

Jason holds a Bachelor's degree in Accounting from the University of Missouri-Kansas City. He is a Certified Public Accountant (CPA) and has completed executive education programs at leading business schools, further enhancing his strategic and leadership capabilities.

Areas of Expertise

• Financial management and reporting

• Strategic planning and financial modeling

• Cost optimization and process improvement

• Capital allocation and investment analysis

• Risk management and compliance

• Cross-functional collaboration and leadership

Professional Impact

Throughout his career, Jason has demonstrated a track record of driving financial performance and enhancing operational efficiency. At Cerner Corporation, he played a key role in the successful implementation of a new financial reporting system, which resulted in a 15% reduction in reporting cycle time and improved data-driven decision-making.

Additionally, Jason's expertise in financial analysis and strategic planning has enabled him to contribute to significant business initiatives, such as the successful integration of a major acquisition at Medtronic, which resulted in annualized cost savings of $20 million.

Conclusion

With his extensive finance experience, strong technical skills, and strategic mindset, Jason Wartman is poised to continue making a meaningful impact as the Chief Financial Officer at Glass, Lewis & Co. His commitment to driving financial excellence, optimizing processes, and supporting organizational growth makes him a valuable asset to the company and its stakeholders.