INTERIM CHIEF FINANCIAL OFFICER

Accounting & Finance

Denver, CO	March 2022 to Present
(Private Equity Owned Contract Manufacturer of Premium Pet Food with revenues in excess of $750 million)

INTERIM CHIEF FINANCIAL OFFICER (Reporting to the President in a Private Equity Owned Environment)
• Oversight for the financial statements to top management and external stakeholders. This includes the calculation and publishing of KPIs that are both financial and operational in nature.
• Ownership of the FP&A function including all forecasting and reporting to the lender community
• Provided full direction from the Finance-side to assess and redefine the company's quarterly pricing
process with a cross-functional leadership team
• After the removal of the Financial Management Team; worked with the HR and Recruitment Consultancy
to evaluate candidates and implement key replacements for these roles

to K-12 and Retail Outlets with revenues of $250 million)

CHIEF FINANCIAL OFFICER (Reporting to the President)
• Responsible for all aspects of the financial statements to top management and external stakeholders.
• Ownership of the FP&A function including all budgeting, forecasting and financial modeling.
• Oversight of Treasury and the main catalyst for the recent refinancing of all debt / addition of liquidity with a major lending institution.
• Top catalyst for the cash-flow and P&L reporting. This includes motivating / mentoring operational team
members to increase awareness toward the maximization of major profitability factors.
• Total oversight of the company's pricing and cost-accounting functions.
• Oversight and direction of all Finance and Administrative functions including Human Resources and Information Technology. This includes risk management, 401K administration and major contracts.

Privately Held Manufacturer / Seller of Food Products

Westbury, NY	July 2019 to February 2021
(Privately Held Manufacturer of Over-the-Counter Pharmaceutical Products with revenues of $400 million)

VICE PRESIDENT OF FINANCE (Reporting to the Chief Financial Officer)
• Managed and led the Accounting and Finance functions delivering monthly and quarterly financial
close and financial statement presentations to management and outside parties (i.e., private equity ownership and lending partners).
• Owner of the 12-week liquidity / cash analysis and oversight for Treasury Functions. This included
being the key catalyst in a refinancing of the company's debt with major lending institutions.
• Responsible for the Cost Accounting function. This involved collaboration with Pricing Team
Members to ensure that proper margins and cash-flow were targeted.
• Led an approved project that targeted the justification for a new product-line to be manufactured at the company's newly constructed facility. This included the development of a strategy with non-financial
personnel to identify the proper factors for implementation.
• Key catalyst for the adoption of a committee involving key personnel across the entire organization to optimize internal communications with Finance and non-financial management.

VICE PRESIDENT OF FINANCE

Brooklyn, NY	April 2016 to June 2019
(Privately Held Manufacturer of Fine Jewelry for the World's Top Brands with revenues over $25 million)
CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER (Reporting to the President)
• Oversight and direction for all Finance and Administrative functions including leadership of the Human
Resources and Information Technology areas. The latter included the maintenance of all corporate policies & procedures and overseeing employee benefits and 401K for the entire organization.
• Accountable for the submission of all financial statements and periodic results to top management and external customers including current and potential lending institutions).
• Leadership in both short and long-range strategic and financial planning including budgeting and forecasting as well as preparing for a potential acquisition.
• Main catalyst for the company's initiative to commence their own brand of jewelry. This includes the selection of a 'branding firm' and working with legal-experts to secure naming and trademarks while also
managing the efforts and costs of the internal design-team.

CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER

Hauppauge, NY		September 2014 to April 2016
(Publicly Held Manufacturer for Military and Commercial Aerospace Programs with revenues over $80 million)

VICE PRESIDENT OF FINANCE & CHIEF ACCOUNTING OFFICER (Reporting to the CEO)
• Oversight and direction of all corporate accounting including the consolidation of eight operating entities.
This included top-level responsibility for the integrity of both the internal financial close and SEC-related
financial reporting.
• Submitted and presented financial results to the Board of Directors which was directed by a national private
equity firm. Reporting included the calculation of KPIs and assessing the performance of the business
segments which aided the decision-making process.
• Worked closely with CEO and VP of M&A in executing the mergers & acquisition strategy including pre-
purchase due diligence and post-acquisition implementation.
• Provided leadership in the area of long-range strategic and financial planning including budgeting and forecasting as well as preparation for a potential consolidation of facilities.
• Collaborated with the company's private equity leadership to raise capital and develop financial initiatives
that met the group's growth strategies. This included participation in the areas of developing and maintaining relations with institutional investors and banking institutions to secure new funding.

VICE PRESIDENT OF FINANCE & CHIEF ACCOUNTING OFFICER

LONG ISLAND, Westbury, NY	 May 2008 to September 2014
(Manufacturer of Structural Parts for Military and Commercial Aerospace Programs with revenues totaling $65 million and 85% Military)

CONTROLLER (Reporting to the President)
• Managed and directed financial activity for the entire company. This included primary responsibility for day-to-day activities, set-up and maintenance of corporate policies and procedures, and financial reporting.
• Led the compilation and submission of the monthly and quarterly financial statements that were submitted
(via Hyperion) to the corporation's top- management.
• Protected the company's assets and provided corporate office with overall business counsel, tax-data and
financial guidance necessary to produce a reasonable return on those assets, and ensure proper controls were in place not only in accounting activities, but also processes across the facilities/business segments.
• Implemented internal controls in the manufacturing and distribution areas while utilizing the company's
manufacturing software to improve inventory control and operational effectiveness.
• Implemented an ERP-system (INFOR's Syteline including job costing) across the entire company landscape.

CONTROLLER

of semi-conductor products with revenues totaling $365 million)

SENIOR MANAGER OF ACCOUNTING OPERATIONS (Reporting to the Chief Accounting Officer)
• Performed monthly and quarterly financial close related to the company's domestic operations totaling more
than $300 million in revenues. This included oversight of ledger activity across three legal entities.
• Directed supervision of Accounts Payable function. This included the review and approval for all payments
to vendors and the cash forecasts for their distribution.

Publicly held designer

Plainview, NY	May 2005 to August 2006
(Manufacturer and Distributor of less-lethal munitions with revenues totaling $20 million)

FINANCIAL CONTROLLER (Reporting to the President)
• Full oversight of the company's monthly close and financial statement compilation. Presentation of the financial statements that were submitted on a timely basis to an international private equity firm who owned
a major stake in the organization.
• Prepared forward-looking financial statements for the purposes of obtaining financing from a major lending
institution. This included the building of a financial model to forecast future P&L and cash-flow projections.
• Assumed much of the responsibilities that pertain to the Human Resources function including employee
benefits and the related risk management. This included the implementation of ADP's payroll and 401K.

FINANCIAL CONTROLLER

Hauppauge, NY   September 2001 to May 2005
(Publicly held Manufacturer of medical supplies with revenues of $185 million)

ACCOUNTING MANAGER (Reporting to the Corporate Controller)
• Oversaw the company's monthly close and financial statement compilation. This followed the preparation of statements, account analyses, narratives, and a timely monthly reporting package sent to top-management.
• Supervised eight individuals responsible for Accounts Payable, Accounting, and Rebate Administration.
• Partnered with the company's top-management in preparing, executing and carrying-out three acquisitions.
Due diligence included traveling to the targeted sites and working with numerous levels of the organization to assess the infrastructure and compile an integration strategy.

ACCOUNTING MANAGER

Farmingdale, NY	December 1998 to September 2001
(Manufacturer of pharmaceutical & cosmetic products with revenues of $350 million)

SENIOR FINANCIAL ANALYST

SENIOR FINANCIAL ANALYST

Farmingdale, NY	February 1998 to December 1998
(Food Distribution service organization with revenues greater than $150 million)

SENIOR FINANCIAL ANALYST

Little Neck, NY	February 1995 to February 1998
(Leading producer of electric products with revenues that exceed $ 1 billion)

FINANCIAL ANALYST

FINANCIAL ANALYST

• Coordinated & assisted in the audits and tax preparation of both privately and publicly held companies.
• Prepared and assisted in the preparation of corporate, individual, and partnership tax returns.

SENIOR STAFF

Find out detailed information about Jim Sartori, INTERIM CHIEF FINANCIAL OFFICER in Mt. Sinai

Jim Sartori: INTERIM CHIEF FINANCIAL OFFICER in Mt. Sinai

Jim Sartori

Boston University