Eric Lokker Email & Phone Number

Houston, Tx, Us

Houston, Texas, United States

Houston, Texas Area

Responsible for developing and executing key initiatives across the enterprise applying tools and processes that drive scale and efficiency by working cross functionally. Focused on "Virtus from FIS" Business Process as a Service product.

Houston, Texas Area

Inform and influence President, CFO and leadership team on decisions for largest North American retail energy provider. Lead team of four analysts in providing executive team with insight on financial performance through budgeting, monthly forecasting, monthly and quarterly business reviews, ad-hoc analytics, financial and strategic decision support.

Houston

Managed team of financial analysts providing budgeting, forecasting, strategic planning and management reporting for $600 million global, multi-practice law firm ranked in US Top 50. Utilized data warehouse and financial systems to analyze historical performance across all levels of firm.

Houston

Managed the budgeting, forecasting and strategic planning for $5 billion commercial bank. Supported executives (CEO, CFO, EVPs) with strategic analysis and financial performance monitoring. NOTE: Acquired by Comerica Bank in 2011.

Houston

Oversaw and managed project management function for Treasurer. Worked closely with Fund Accounting, Tax, Valuation, IT, Project Office, Marketing and Operations to integrate teams, processes and duties.

Houston

Led multi-region team of 62 analysts that developed debt covenant compliance models for asset securitizations. Oversaw department risk management, audit and regulatory compliance. Developed and managed operating and capital planning budgets for department and technology groups.NOTE: Bank of New York Mellon acquired JP Morgan's corporate trust business in October 2006. Integrated two overlapping teams across Houston and New York City offices to deliver seamless customer service.

Houston

Increasing positions of responsibilities building and leading #1 provider of corporate trust and administration services for a high growth asset securitization business with a specialty in collateralized debt obligations and other assets. (JPM sold its Corporate Trust business to Bank of New York in October 2006.)Financial Analytics Manager - Led multi-region team of 62 analysts that developed debt covenant compliance models for asset securitizations. Program Manager - Led team of business, technology and vendor staff to plan, build and implement new global integrated financial system for structured finance trustee business. Oversaw $23 million project, including budgeting, forecasting, variance analysis and modeling, resulting in $58 million benefit. (2002-2005)Senior Product Manager - Managed Global CDO Product Management group overseeing product planning and business development. Led development, presentation and implementation of financial strategy, capital plans, operational budgets, financial forecasts, and ad hoc analysis. Created, promoted and launched new client centered products. (2000-2002)Business Development Manager - Partnered with capital markets to negotiate and execute asset securitizations. Created custom solutions to achieve funding and liquidity goals of investment funds. Managed business development and negotiation of 30 new transactions creating $38 million in annual revenue by collaborating with portfolio managers, investment banks, rating agencies and investors. (1997-2000)Client Relationship Manager - Managed sales, negotiations and client relationships on corporate trust transactions. Oversaw daily cash and debt management, cash flow forecasting, fixed income investments and investor relations. (1994-1997)Credit Analyst - Completed formal commercial credit training and officer development program. (1993-1994)

Various Us And International Locations

As Senior Intelligence Analyst, led team providing critical information to national policymakers and planners in Department of Defense.

Mba, Strategy And Finance

Activities and Societies: Entrepreneur Club, Freeman Consulting Group

Bs, Finance, Real Estate And Law

Activities and Societies: Phi Kappa TauEarned income to fund college.

Accounting

Certificate of Accountancy partially complete