Ed Burdett
Garden City,NY
Summary
Professional manager with significant expertise in overseeing multi-stream technology based projects and ensuring timely delivery. Skilled in strategic planning, budget management, and risk assessment. Strong focus on team collaboration, fostering results-driven environment, and adapting to changing needs. Known for reliability, leadership, and effective communication. Additional expertise includes segmental legal entity financial reporting, activity-based costing, and customer/product profitability analysis.
Overview
27
27
years of professional experience
Work History
Project Manager and Lead Business Analyst, Prime Services / Financial Risk Infrastructure
CITIGROUP
New York, NY
06.2017 - 09.2025
- Project Manager overseeing OCC Article V consent order deliveries, including application retirements, data quality enhancements, and use-case documentation; responsible for stakeholder working groups, milestone tracking, issue remediation, end-to-end UAT, executive status decks and closure sign-off artifacting.
- Led cross legal entity technology initiative for 2017 US Tax Reform, managing full lifecycle from scope and BRD development to risk management and UAT; delivered big data warehouse, calculation engine, tax compliance reporting, and BAU readiness.
- Managed build-out of three complex special-purpose tax entities, driving planning, control monitoring, issue remediation, and back-testing analysis, resulting in a systemic reporting environment for $250M in new tax savings.
- Directed updates to a $25B revenue attribution model, resolving cross-functional misalignments and enhancing legal entity performance insights.
- Designed multi-dimensional revenue attribution financial statements, providing ICG product leadership teams with clear visibility into revenue realization across products.
Lead Financial Business Analyst, Intermediate Holding Corp
BNP PARIBAS
Jersey City, NJ
09.2016 - 12.2016
- Developed business requirement documents for the IHC fully allocated balance sheet by LOB.
- Collaborated and partnered with business users, IT and data sourcing groups to implement Hyperion HFM / HP.
Lead Financial Planning and Reporting Analyst, Enterprise Operations & Technology
CITIGROUP
New York, NY
06.2015 - 05.2016
- Designed a $240M NAM/LATAM AML Opex budget, fully allocated across client segments, business functions, and regions, aligned with the 5-year strategic plan.
- Ensured precision month-end outlooks, flash and quarterly re-forecast based on analyzed exit rates.
- Created and delivered executive presentation decks with concise narrative and graphical interpretations on financial EBIT actual vs static budget P&L performance on an FX impact basis. Presented performance results to senior management.
- Engineered effective LOB activity-based client allocation charge-out model. Provided transparency of key cost drivers to support data-driven decision-making.
Manager Financial Planning & Analysis
BLOOMBERG L.P (acquired From Geller and Co)
New York, NY
08.2010 - 06.2015
- Managed zero based budget and regression forecasts for $600M multi-variable referential market data business.
- Project Manager for restructuring multi-variable commercial model. Managed risks and ensured quality within constraints. Successful implementation lead to ~15% revenue increase over time.
- Led month-end accounting close process. Analyzed market product data rate vs volume mix variances. Developed executive presentation decks with concise driving narrative of variances between actual and static budget.
- Analyzed revenue run-rate and surfaced areas of segmented customer / product revenue risk utilizing SAP Financials/BEx.
- Designed KPI dashboards correlating business metrics with financial data leading to comprehensive insights.
Manager Financial Planning & Analysis, Corporate Reporting
EMBLEMHEALTH
New York, NY
12.2006 - 04.2010
- Managed multi divisional month-end accounting close processes, product line P&L financial statement consolidation, overhead expense activity-based product allocation, quarterly outlook reviews.
- Led HP legal entity annual $500M zero based budget with G&A and overhead allocated to product lines. Calculated and communicated year-over-year business unit impacts based on changes in allocation methodology.
- Prepared and validated statistical / financial measurements for SEC filing during proposal for public conversion.
- Leverage PeopleSoft FMS to drive significant improvements in quarterly management reporting packages. Focus on line-of-business premium revenue, capitation expenses and enrollment statistics.
- Developed multi-year Capex technology plan with projected cash flow impact. Monitored and reported expenditures vs approved purchase orders.
Manager, Corporate Reporting
CA TECHNOLOGIES
Islandia, NY
06.2005 - 12.2006
- Created global net revenue flash report to ensure timely delivery of month-end revenue projections, redesigned divisional P&L statements with concise data summaries and driving force variance explanations. Surfaced inaccurate coding issues resulting in improved revenue forecasting process.
- Served as finance lead for SAP implementation through scoping, development, quality assurance and UAT ensuring successful delivery.
- Analyzed year-over-year segmented product and customer revenue, global and regional sales team performance against targets, and currency rate fluctuation.
Manager Financial Planning & Analysis, Catholic Charities
ARCHDIOCESE OF NEW YORK
New York, NY
01.2003 - 06.2003
- Established baseline budget guidelines and managed $45M zero based operating budget. Provided guidance to divisional managers to achieve 10% reduction in net operating costs.
- Led project to design, rollout and administer Prophix.
Senior Financial Analyst, Corporate Finance
FIDELITY INVESTMENTS
Boston, MA
05.1998 - 01.2003
- Performed activity-based costing and customer/product profitability analysis for multiple strategic initiatives.
- Provided financial requirements for implementation of Hyperion Essbase. Planned UAT and conducted data validation.
- Designed FTE time study model supporting data for ABC models. Significantly improved input and achieved consolidation.
Education
Bachelor of Science - Finance
Siena College
Loudonville, NYProject Management Professional - undefined
Project Management Institute
Skills
- Project Management Life-Cycle
- Risk assessment expertise
- CapEx/ Operating Budgets & Forecast
- Financial Month-End Close Management
- Segmental Financial Statement Analysis
- Activity Based Costing Modeling
- Customer and Product Profitability
- KPI dashboard creation
- Effective team cohesion
Timeline
Project Manager and Lead Business Analyst, Prime Services / Financial Risk Infrastructure
CITIGROUP
06.2017 - 09.2025
Lead Financial Business Analyst, Intermediate Holding Corp
BNP PARIBAS
09.2016 - 12.2016
Lead Financial Planning and Reporting Analyst, Enterprise Operations & Technology
CITIGROUP
06.2015 - 05.2016
Manager Financial Planning & Analysis
BLOOMBERG L.P (acquired From Geller and Co)
08.2010 - 06.2015
Manager Financial Planning & Analysis, Corporate Reporting
EMBLEMHEALTH
12.2006 - 04.2010
Manager, Corporate Reporting
CA TECHNOLOGIES
06.2005 - 12.2006
Manager Financial Planning & Analysis, Catholic Charities
ARCHDIOCESE OF NEW YORK
01.2003 - 06.2003
Senior Financial Analyst, Corporate Finance
FIDELITY INVESTMENTS
05.1998 - 01.2003
Project Management Professional - undefined
Project Management Institute
Bachelor of Science - Finance
Siena College