David Sullivan Email & Phone Number

David Sullivan

Director of Financial Planning and Analysis at ServiceTrade | Zebulon, North Carolina, United States

David Sullivan Socials
About David Sullivan

As the Director of Financial Planning and Analysis (FP&A) at ServiceTrade, David Sullivan plays a pivotal role in shaping the financial landscape of a leading software platform tailored for the commercial HVAC, mechanical, and fire contractor sectors. With over a decade of diverse experience in FP&A, public accounting, and strategic finance, David leverages his expertise to drive data-informed financial strategies that enhance decision-making processes across the organization.

One of David's key accomplishments includes the successful implementation of machine learning models that improved collections forecast accuracy by 30%. This innovative approach not only optimizes cash flow prediction but also empowers the CFO to make timely strategic financing decisions, ensuring that the business can effectively meet its cash needs. His commitment to rolling forecasting and the development of a 13-week direct cash flow forecast has been instrumental in providing the executive team with actionable insights that support long-term financial health.

David's strategic vision extends to the development of comprehensive analyses of existing customer relationships, which have proven critical in identifying growth opportunities and enhancing customer retention strategies. His proficiency in applied data science, combined with advanced skills in tools such as Python, Salesforce.com, and QuickBooks, enables him to harness data effectively, driving strategic decision support that aligns with ServiceTrade's mission. As he continues to navigate the complexities of financial planning, David remains dedicated to fostering a culture of financial acumen and agility within the organization, ensuring that ServiceTrade remains at the forefront of the industry.

David Sullivan Work
1 experience icon

Director of Financial Planning and Analysis at ServiceTrade in April 2023 to Present

2 experience icon

Financial Planning and Analysis Manager at ServiceTrade in April 2021 to March 2023

3 experience icon

Financial Management Analyst III at Duke University Health System in March 2017 to March 2021

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David Sullivan Skills

Cross-functional Team Leadership

Data Build Tool (DBT)

Business Intelligence (BI)

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About David Sullivan's Current Company
Frequently Asked Questions about David Sullivan

What is David Sullivan email address?

Email David Sullivan at [email protected] and [email protected]. This email is the most updated David Sullivan email found in 2026.

What is David Sullivan phone number?

David Sullivan phone number is +19197579286.

How to contact David Sullivan?

To contact David Sullivan send an email to [email protected] or [email protected]. If you want to call David Sullivan try calling on +19197579286.

What company does David Sullivan work for?

David Sullivan works for ServiceTrade

What is David Sullivan's role at ServiceTrade?

David Sullivan is Director of Financial Planning and Analysis

What industry does David Sullivan work in?

David Sullivan works in the Software Development industry.

David Sullivan Email Addresses

Email David Sullivan at [email protected] and [email protected]. This email is the most updated David Sullivan email found in 2026.

David Sullivan Phone Numbers

David Sullivan phone number is +19197579286.
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