Bianca Thomas
Finance | Treasury | HR
- Role
- Financial Analyst at Amegy Bank
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Bianca Thomas
Organized, results-driven individual seeks a position that allows for use of administrative, accounting, and leadership skills to positively contribute to the organization. Experience in accounting principles, sales, business development, and vendor management. Competent at managing responsibilities in a high-volume atmosphere, personable and flexible; works extremely well with co-workers.
Experience
Financial Analyst
Jan 2020 — Present · Houston, TX, US
Prepares daily accounting for cash management and bank corrections. Prepares and reconciles multiple internal accounts on a daily and monthly basis of internal wire accounts. Provides administrative support in the processing of transactions, fees, discretionary distributions and asset receipts/withdrawals. Responsible for the opening and closing process for all account types. Performs wire transfers, ACH releases, checks and fund transfers, daily cash analysis, position and reporting. Assists in developing, updating, and documenting policy and procedures. Responsible for the reporting of the Wealth Management team on a daily and monthly basis, including analyzing and submitting to upper management. Coordinates tax return processing, the mailing of K-1\'s to clients, and payment of tax related CPA bills. Performs initial and annual administrative account reviews. On a quarterly basis works with compliance to audit internal accounts by providing daily maintained reports to compliance. Devised and implemented improvements to reporting procedures. Communicated with bank members and auditors on accuracy and timeliness of financial reports.
Education
Texas A&M University
Bachelor’s Degree, Mass Communication/Human Resources
2013 — 2017
University of Houston-Downtown
Master of Business Administration - MBA, Finance and Wealth Investments
2018 — 2020
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