David Sullivan
Director of Financial Planning and Analysis at ServiceTrade | Zebulon, North Carolina, United States
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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.
Director of Financial Planning and Analysis at ServiceTrade in April 2023 to Present
Financial Planning and Analysis Manager at ServiceTrade in April 2021 to March 2023
Financial Management Analyst III at Duke University Health System in March 2017 to March 2021
Assurance Senior Associate at PricewaterhouseCoopers in November 2016 to March 2017
Assurance Associate at PricewaterhouseCoopers in September 2014 to November 2016
CPA Exam Candidate at NC CPA Board in May 2014 to September 2015
Masters of Accounting (MAC) Program Student at UNC Kenan-Flagler in May 2013 to May 2014
Financial Analyst at Pate Dawson/Southern Foods (acquired by Cheney Brothers) in June 2012 to June 2013
Cardiac Telemetry Technician at NHRMC in June 2010 to March 2012
Health Unit Coordinator - Per Diem at UNC Health Care in February 2010 to May 2010
Nanotechnology Research Technician at University of North Carolina at Chapel Hill in August 2009 to May 2010
Intern at Cancer Therapy China in June 2008 to August 2008
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Cross-functional Team Leadership
Data Build Tool (DBT)
Business Intelligence (BI)
Advanced Financial Modeling
Valuation Modeling
M&A Due Diligence
Strategic Financial Planning
Cloud Financial Management
Generative AI
Applied Data Science
Financial Planning and Analysis (FP&A)
Corporate Finance
Corporate FP&A
Financial Planning
ChatGPT
Prompt Engineering
Amazon Web Services (AWS)
MongoDB
Artificial Intelligence (AI)
Machine Learning
Deep Learning
Data Science
Process Automation
Python (Programming Language)
Decision-Making
Strategic Decision Support
Business Acumen
Business Strategy
Strategic Planning
Shiny
Cascading Style Sheets (CSS)
Semiconductor Industry
Software Industry
Healthcare Industry
Healthcare Management
Healthcare
Software as a Service (SaaS)
SQL
Time Series Forecasting
R (Programming Language)
Google BigQuery
tidyverse
Financial Analysis
Communication
Advanced Excel
Data Visualization
Data Analysis
Accounting
Financial Modeling
Financial Reporting
Budgeting
Forecasting
Microsoft Excel
Leadership
Teamwork
Management
Customer Service
Google Sheets
Quantitative Models
Financial & Operational Modeling
Long Range Planning
Financial Statement Analysis
PowerPivot
Salesforce.com
QuickBooks
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Discover more about ServiceTradeWhat 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
David Sullivan Phone Numbers
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