Kim York

Observer
DISC Type : ci

VP, Finance & Treasury at Syndigo

Atlanta, Georgia, United States

Overview

Kim York is an experienced finance executive serving as the VP of Finance & Treasury at Syndigo. Her career includes senior leadership positions in financial planning and analysis at firms like Revalize and First Advantage. She is an alumna of Wake Forest University, where she earned a Bachelor of Science.

Beyond her corporate finance role, she shows an interest in high-level business strategy, following publications like the Harvard Business Review. Her interest in a major carrier like Delta Air Lines might also suggest a personal or professional affinity for travel and the aviation industry.

She was recently involved in Syndigos strategic acquisition of 1WorldSync, a major deal expanding the companys global customer base.

Personality Overview

Example Seeker

Curious

Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally good communicators and can be hard to convince.

Topics They Care About

Strategic Finance
Her career history demonstrates extensive experience in senior financial planning and analysis roles, guiding companies through financial strategy and execution.
Corporate Treasury
Her current title explicitly includes Treasury, indicating a direct focus on managing corporate liquidity, investments, and mitigating financial risk for Syndigo.
Mergers & Acquisitions
She publicly shared enthusiasm for Syndigo's recent acquisition of 1WorldSync, highlighting an involvement in and focus on strategic growth through acquisition.

Media Appearances

Kim has no verified media appearances

Work History

3-2023
VP, Finance & Treasury at Syndigo
12-2021 - 3-2023
VP, Finance at Revalize
9-2016 - 12-2021
Sr. Director, Financial Planning & Analysis at First Advantage
8-2014 - 9-2016
Sr. Director of Finance at Air Serv Corporation
4-2012 - 8-2014
Senior Financial Analyst at AAIPharma Services Corp.

Education

2001 - 2005
Bachelor of Science from Wake Forest University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Atlanta, Georgia, United States Job Level : Senior Designation : VP, Finance & Treasury at Syndigo
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Insights For Selling To Kim

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kim is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Kim

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Kim move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Kim take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Kim

Personality Compatibility


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