Julia Eck Email & Phone Number

Dallas, TX, US

Dallas, Texas, US

Plano, Texas, US

• Analyzed and reported on financial results and key operational metrics of 663 stores to management to drive outcomes, develop strategies for growth, cost savings, hiring decisions, and process improvement.
• Reported and tracked key financial standings during business transition from Joint Venture to new business start-up.
• Generated, reviewed, and distributed weekly, monthly, quarterly reporting packages on Joint Venture and Start-up to support business partners, leadership team, and external stakeholders.
• Interfaced and presented company financials with the Director of Operations, Controllers, Director of FP&A and CFO.
• Developed tools and reporting to help analyze Actuals, Budget, and Forecasts. Provided recommendations to management to drive business results and achieve financial goals.

• Calculated, tracked, and produced CRE CLO securitization waterfall ($650mm) for investor note holders.
• Fully Managed, serviced, and handled reporting for 32+ loan securitization portfolio of $400mm+.
• Worked closely with Asset Management to calculate investment returns to determine realized gain, dividend income, and return of investment percentages from underlying cash flows.
• Managed Total Return Swap portfolios for Joint Venture Partners and calculated monthly investment returns.
• Managed Real Estate, Long Dated Investments, and Predevelopment/Construction portfolios upwards of $1 billion.
• Provided investment data support to Market Valuations, Accounting, Deal Origination, Reporting, and Banking teams.

London, GB

• Reconciled Client Portfolio cash payments against Trustee file and research discrepancies.
• Acted as Liaison between Client, Agent and Trustee to solve cash/investment discrepancies and Portfolio standings.
• Managed loan activity in accordance with Agent notice (Paydown, Rollover, Rate Change, etc.).
• Calculated Bond Payments, Redemptions, and Dividend payments to run monthly and quarterly waterfalls.

Assist with marketing and communications efforts such as enhancing social media presence and improve website materials and overall presenceCreate and develop fundraising techniques and efforts for company campaignsAssist with planning, preparation, marketing, implementation, evaluation and follow up of workplace campaigns and special eventsEnhance donor.

Researched companies using fundamental and technical analysisDevelop high yield portfolios for short and long term opportunitiesEvaluated Equities, Exchange Traded Funds, and Closed End FundsRanked each candidate based on fundamental and technical criteria