Derrick Thomas
Teaching Assistant @ The University of Texas at Dallas
About
MBA candidate at UT Dallas focusing on Finance and Strategy with prior experience in Investment Banking Operations at Citibank, and strategic finance, client-focused FP&A leadership, and management reporting at Zilingo and Buyogo. I have contributed to high value deal closures, strengthened client relationships, improved client satisfaction, and streamlined reporting for executives and investors. My passion for problem-solving and strategy is matched by my curiosity about people and cultures. Outside of work I am an admirer of Roger Federer, who inspires my approach to resilience, discipline, and consistency. Life is all about taking chances, and I have seen myself grow the most when stepping into new challenges with honesty, integrity, and persistence.
United States
Dallas-Fort Worth Metroplex
Information Technology & Services
Fixed Income, Invoicing, Expenses, Revenue Analysis, Data Analysis, Leadership
Experience

Business Finance Lead
Monitored real-time sales KPIs, while leading post-acquisition transition by reconstructing P&L, analyzing revenue/expenses, and delivering weekly compliance reports to CEO and investors. Established KPIs to retain 80% of clients during reputational challenges and streamlined payment cycles from 90+ days to advance, strengthening cash flow. Conducted regional business reviews and implemented legal compliance framework to maintain client communication and secure contracts across geographies.

Business Associate SaaS
Streamlined daily P&L updates by gathering global pipeline data; managed and enhanced tech products, including Subscription, Screen, HubSpot, and Looker dashboards Forecasted yearly cash flow of $1 million, monitoring inflow and outflow across multiple client locations, ensuring financial accuracy Analyzed pipeline, forecasted closures and lost deals amounting to $2 million, and evaluated KPIs such as CAC, LTV, Churn, and ACV; supported competitor analysis and acquisition compliance

Senior Business Specialist
Mumbai, Maharashtra, India
Improved deal turnaround time by creating a SharePoint dashboard to track deals in real time, ensuring seamless communication and eliminating missed information across a 900–1,000-member team. Analyzed M&A deals from 2018–2019, with findings presented to Citigroup Board members by the Director in New York.

Business Specialist
Mumbai, Maharashtra, India
Revamped workflow to achieve business goals with full ownership, gaining end-to-end product knowledge for improved execution. Closed 1,500 deals in 2020 with a resource team of 900–1,000, managing debt, equity, and M&A while coordinating with the New York team on deal tracking and SEC compliance.
Education
Derrick Thomas's Contact Information
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