Michael T Thomas
DeSoto,TX
Summary
Financial services professional, governed by personal Christian beliefs, with over 18 years of experience in the broker-dealer industry. Trusted source for leadership, management reporting, financial modeling, and budgeting and forecasting. Enjoys the challenge of learning and exploring new concepts and ideas.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Dir, Financial Planning & Analysis
Apex Fintech Solutions
Dallas, TX
03.2019 - Current
- Partner with business stakeholders for data-driven budgeting of over $400M in annual revenues and $200M in annual expenses based on key performance indicators
- Enhance recruiting transparency and headcount planning for 700+ employees across 20 departments
- Communicate financial results and provide business insight to senior management for strategic planning and decision-making
- Expand and maintain dimensional reporting for over 150 clients and 500 vendors
Mgr, Financial Planning & Analysis/Client Billing
Apex Fintech Solutions
Dallas, TX
01.2017 - 03.2019
- Supervised a team of 1 Manager and 2 Analysts responsible for timely and accurate billing of over 100 retail and institutional clients
- Compared actual vs. forecasted revenues for client performance analysis
- Created data-driven financial models to forecast ~$200M in annual revenue across dozens of revenue streams subject to variable macroeconomic factors
- Reviewed purchase order requests for budgetary compliance and legitimacy
Sr. Analyst, Accounting & Regulatory Reporting
Apex Fintech Solutions
Dallas, TX
09.2010 - 01.2017
- Ensured the firm's compliance with customer asset protection requirements and net worth calculation through implementation of multiple SEC Rules
- Conducted weekly and monthly management review meetings to present variance analysis and trending within firm financials
- Contributed toward efficient cash management including strategic deployment of segregated customer balances to maximize return on investments
- Actively participated in the monthly and year-end financial close process.
Education
Bachelor of Science - Mathematics
Louisiana State University And A&M College
Baton Rouge, LA05-2003
Skills
- Variance Analysis
- Decision-Making
- Cost Data Analysis
- Proficient in Microsoft Office
- Financial Reporting
- Financial Management
- Attention to Detail
- Proficient in Netsuite/Workday Adaptive
- Budget Planning
Certification
- Series 7
- Series 55
- Series 27
Affiliations
- Worship Service Leader
References
References available upon request.
Timeline
Dir, Financial Planning & Analysis
Apex Fintech Solutions
03.2019 - Current
Mgr, Financial Planning & Analysis/Client Billing
Apex Fintech Solutions
01.2017 - 03.2019
Sr. Analyst, Accounting & Regulatory Reporting
Apex Fintech Solutions
09.2010 - 01.2017
Bachelor of Science - Mathematics
Louisiana State University And A&M College