David Tran
About David Tran
David Tran is a Financial Planning and Analysis Manager with extensive experience in translating financial data into actionable insights. He has held various financial roles at companies such as Notarize, Thermo Fisher Scientific, and Pie Insurance, and he holds a Bachelor's Degree in Accounting and Finance from Central Connecticut State University.
Current Role at Pie Insurance
David Tran serves as the Financial Planning and Analysis Manager at Pie Insurance, a position he has held since 2023. In this role, he is responsible for overseeing financial planning activities, analyzing financial data, and providing insights that support strategic decision-making. His focus includes enhancing financial performance and aligning financial goals with the company's objectives.
Previous Experience in Financial Analysis
David Tran has a diverse background in financial analysis, having worked in various roles across multiple organizations. He was a Senior Finance Manager at Proton.ai from 2022 to 2023 and previously held the position of Financial Planning and Analysis Manager at Thought Industries from 2021 to 2022. His earlier experience includes roles as a Senior Financial Analyst at Notarize and as a Financial Analyst at Thermo Fisher Scientific.
Education and Expertise
David Tran earned a Bachelor's Degree in Accounting and Finance from Central Connecticut State University School of Business. His academic background complements his professional expertise in financial planning and analysis, where he specializes in translating complex financial data into actionable business insights. He also has experience in operations, including payroll and compensation processes.
Internship Experience
David Tran began his career with internships that provided foundational experience in finance. He worked as a Finance Intern at Otis Elevator Co. from 2017 to 2018 and as a Financial Planning and Analysis Intern at KAMAN PRECISION PRODUCTS, INC. from 2016 to 2017. These roles contributed to his understanding of financial operations and analysis.
Focus on Employee Experience
In his professional roles, David Tran emphasizes improving employee experiences and aligning teams to a shared mission. His approach involves leveraging financial insights to foster collaboration and enhance organizational effectiveness, ensuring that financial strategies support broader company goals.