Derek Smith

Derek Smith has a diverse work experience spanning several industries. Derek most recently worked as a Financial Analyst at Mercer Capital starting in November 2022. Prior to that, Derek served as a Senior Analyst at The McClure Firm from December 2020 to November 2022, where they created and maintained financial reports and models for retained subject companies, performed financial forecasting and reporting, and conducted variance analysis.

Before The McClure Firm, Derek worked at Regions Bank as a Finanical Relationship Consultant from January 2020 to December 2020. In this role, they achieved branch goals and targets by identifying customer needs, performed general account analysis and reconciliations, and analyzed and monitored projected forecasts for cash flow.

Derek also has experience as an Executive Assistant at TWFG Insurance Services from September 2017 to December 2019, where they scheduled and coordinated appointments, maintained client relations, and ensured data accuracy for customer accounts. Derek briefly worked as a Professional Sales Consultant at Gerry Lane Chevrolet in 2019, applying client retention techniques and facilitating smooth sales transitions. In addition, they served as a Plant Controller Intern at Albemarle Corporation from January 2017 to September 2017, producing monthly budget reports and utilizing SOX controls.

To start their career, Derek worked as a Bartender at Walk-On's Bistreaux & Bar from March 2014 to August 2017. In this role, they analyzed budget reports, optimized inventory, and reviewed alcohol sales and inventory to make informed ordering decisions.

Overall, Derek Smith's work experience showcases their skills in financial analysis, forecasting, customer relations, and data accuracy across various industries.

Derek Smith attended Louisiana State University from 2014 to 2018, earning a Bachelor's Degree in Finance.