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
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
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
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)
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
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
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
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
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