David Hughes

Director of Financial Planning & Analysis Financial Planning & Analysis Manager @Sorenson Communications

Salt Lake City, UT, US
MOBILE NUMBERS
+15•••••••01

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WORK HISTORY

Feb 2022 — Present

Director of Financial Planning & Analysis Financial Planning & Analysis Manager @Sorenson Communications

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Salt Lake City, UT, US

Lead FP & A strategy for a multi-million-dollar communications company with $800M P&L and employees, driving margin expansion and revenue growth through advanced financial modeling and operational initiatives. Built a $450M refinancing model to guide private equity and investment banking decisions, optimizing EBITDA, revenue, and free cash flow outcomes. Delivered $65M annual free cash flow improvement through a three-statement budget model integrating ERP data and cross-functional planning inputs. Designed AI-powered captioning workflows to optimize agent mix and cost modeling, increasing annual gross margin by $40M. Shifted captioning operations from ASR to offshore agents in response to regulatory changes, generating $16M in annual savings.

EDUCATION

2013 — 2015

Northwest Nazarene University

Masters of Business Administration

2004 — 2008

Southern Virginia University

B.A.

2019 — 2020

Saint Joseph's University - Erivan K. Haub School of Business

Master's degree

SKILLS

Wealth ManagementRetirement PlanningWealth AccumulationFinancial AdvisoryFinancial AnalysisFinancial PlanningIncome ProtectionLeadershipAsset AllocationMutual FundsInvestmentsFinancial PlannersInsuranceInvestment StrategiesFinanceInvestment AdvisoryRetirementStrategic Financial PlanningWealthManagementTeam BuildingCustomer ServiceSecuritiesAnalysisEstate Planning

ABOUT DAVID HUGHES

I’m a Strategic Finance & Operations Leader passionate about transforming the way…

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