Jim Sartori

Evaluator
DISC Type : Csd

Interim Chief Financial Officer at EXALTA

New York City Metropolitan Area, United States

Overview

Jim Sartori is a seasoned financial executive with extensive experience as a Chief Financial Officer and Interim CFO across multiple industries. He is an alumnus of Boston University, where he earned a Bachelor of Science in Accounting, and has a strong background in financial planning, analysis, and strategic leadership.

His career is distinguished by multiple appointments as an Interim Chief Financial Officer, showcasing his expertise in guiding companies through financial transitions and periods of change.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Financial Leadership
Has a significant career holding top finance roles like CFO, Interim CFO, and VP of Finance at companies including A. T. Cross Company and Alphia.
Private Equity Collaboration
His experience includes reporting to and collaborating with private equity ownership on financial strategy, capital raising, and refinancing initiatives.
Talent Acquisition
Demonstrates an active role in recruitment by publicly posting about hiring for accounting, sales, and other key positions on his teams. [Predicted]

Media Appearances

Jim has no verified media appearances

Work History

1-2025
Interim Chief Financial Officer at EXALTA
1-2023 - 12-2024
Chief Financial Officer at A.T. Cross Company
3-2022 - 1-2023
Interim Chief Financial Officer at Alphia
3-2021 - 3-2022
Chief Financial Officer at Tasty Brands LLC
7-2019 - 3-2021
Vice President Finance at PL Developments

Education

1989 - 1992
Bachelor of Science (B.S.) from Boston University

More Information

Social Presence :

Prographics :

Exp : 17 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Interim Chief Financial Officer at EXALTA
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jim

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jim take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jim

Personality Compatibility


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