David Sullivan Email & Phone Number

United States

Tulsa, Oklahoma, United States

Tulsa, Oklahoma, United States

• Managed and shaped the WPX’s investment story attracting a significant long-only investor base in WPX. Managed the preparation and execution of WPX’s quarterly earnings calls. Provided investor and market intelligence.
• Worked closely with the planning and accounting groups to get in front of financial trends and to determine overall impact to public guidance.
• Developed the 5-year Company strategic goals and targets and rollout to investors (November 2019),
• Created the strategy behind key messaging for quarterly earnings calls and press releases.
• Prepared and presented to Board of Directors at quarterly meetings on investor sentiment and the macro environment.
• Developed and executed investor outreach strategies to attract and sustain long-term shareholders.

Tulsa, Oklahoma, United States

• Managed and shaped the WPX’s investment story attracting a significant long-only investor base in WPX. Manage the preparation and execution of WPX’s quarterly earnings calls, Provide investor and market intelligence.
• Work closely with the planning and accounting groups to get in front of financial trends and to determine overall impact to public guidance.
• Develop the 5-year Company strategic goals and targets and rollout to investors (November 2019)
• Create the strategy behind key messaging for quarterly earnings calls and press releases.
• Prepare and present to Board of Directors at quarterly meetings on investor sentiment and the macro environment.
• Develop and execute investor outreach strategies to attract and sustain long-term shareholders.

Tulsa, Oklahoma, United States

• Managed and shaped the WPX’s investment story attracting a significant long-only investor base in WPX. Manage the preparation and execution of WPX’s quarterly earnings calls, Provide investor and market intelligence.
• Work closely with the planning and accounting groups to get in front of financial trends and to determine overall impact to public guidance.
• Develop the 5-year Company strategic goals and targets and rollout to investors (November 2019)
• Create the strategy behind key messaging for quarterly earnings calls and press releases.
• Prepare and present to Board of Directors at quarterly meetings on investor sentiment and the macro environment.
• Develop and execute investor outreach strategies to attract and sustain long-term shareholders.

Tulsa, Oklahoma, United States

• Worked with the existing IR team and supported the team in the investor communication strategy, investor outreach, earnings call presentations, Williams analyst day and day-to-day sell-side and buy-side interaction.
• Interacted with both sell-side and buy-side analyst
• Helped prepare the earnings call presentation and investor conference presentations
• Helped with targeting the most prospective investors at conferences and on non-deal roadshows
• Assisted in writing scripts and outlines for earnings calls and investor presentations
• Helped craft the messaging via press releases and investor presentation

Tulsa, Oklahoma, United States

• Managed and developed a streamlined consolidated planning process for all the business units within Williams (E&P, Pipes, Midstream, Marketing and Corporate). This allowed us to create multiple “what-if” scenarios with.
• Managed the consolidation of all business units for the annual plan and monthly forecasting process producing multi-year full financial reports (income statement, balance sheet and cashflow).
• Reported results and variance analysis to the CFO with recommendations on next steps.
• Throughout the calendar year, created multi-year consolidated forecast scenarios based on changes in commodity prices and market conditions.
• Led the corporate team responsible for implementing Hyperion Essbase as the primary forecast and planning consolidation tool.
• Transitioned all users to Hyperion Essbase which provided the ability to run multiple “what if” planning scenarios, allowing Sr. Management to make immediate real-time decisions as commodity prices and market.

Tulsa, Oklahoma, United States

• Processed monthly financial statements, income statement, balance sheet & cash flow for the primary corporate entity (TWC) to be consolidated with Williams operating units.
• Worked closely with the Consolidation Team in the analysis of various accounting issues related to TWC. Submit a monthly analysis to the Consolidations Group of the $14B investment Williams holds in its subsidiaries.
• Prepared monthly Common and Treasury Stock reconciliation for TWC for the outstanding shares, the EPS calculates; reviewed all monthly journal entries entered on the corporate ledger.
• Submitted quarterly account analysis for the 10-Q and annual analysis for the 10-K. Worked year round with outside auditors (Ernst & Young) on issues related to TWC.
• Prepared a monthly 36-month rolling forecast (income statement, balance sheet & cash flow).
• Planned annual budgets for various corporate departments and worked with subsidiaries to reconcile inter-company accounts.

Tulsa, Oklahoma, United States