Jason Korzan

About Jason Korzan

Growing up, I was captivated by stories of my grandparents\' money-saving and investment strategies. Despite being a single-income, blue-collar family, and immigrants from Poland, they did not solely rely on social security for income after retirement, which amazed me. At that moment I decided two things: first, I wanted to make sure I did that for my family when I grew up, and second, because of my love of helping people, I wanted to do that for others.Fast forward twenty years, I now possess extensive finance and accounting experience, which enables me to help organizations of all sizes optimize their cash flow and create financial plans that can lead to independent living, just like my grandparents. One of my most significant career accomplishments was assisting a manufacturing company in opening its doors by overseeing all financial processes and handling $20 million in machinery and equipment.Moreover, I have devised innovative cash flow forecasting models, providing companies with a 12-month cash flow outlook, and introduced Value-Added Revenue models to help businesses compare revenue generation with their quoted costs. I have also been a guest speaker several times at a mastermind group for manufacturing owners and served on the Conyers-Rockdale Chamber Board of Governors. In addition to my professional achievements, I have chaired an organization that focuses on networking and professional development for young professionals and am an executive board member of various non-profit groups. If you or your business are interested in discussing cash flow, employee retirement plans, or any other business strategies, I can be reached at j••••••••@cplanning.com any time.Or, set an appointment directly at: https://outlook.office365.com/owa/calendar/J••••••••@guardianlife.com/bookings//COMPLIANCE:20••••45/

Experience

1. Consultant

   Bridgepoint Consulting

   Apr 2026 — Present

Education

• The University of Akron

  Master's degree, Accounting

  2002 — 2005

• Malone University

  BA, Business Administration

  1995 — 1998

• Elyria Catholic

  High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

  1990 — 1994

Skills

• Jd Edwards
• Leadership
• Accounting
• Account Reconciliation
• Financial Reporting
• Analysis
• Financial Analysis
• Budgets
• Finance
• P&L
• Forecasting
• Financial Modeling
• Income Statement
• Process Improvement
• Variance Analysis
• Product Costing
• Cost Accounting