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Data Front Office

New York City, NY
February 21, 2020

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Edwin R. Huberdeau

** ******* *****, ****** **** Park, NY 11040


Linkedin Profile:


Cardworks Inc., New York (March 2019-Present)

Director of Strategy & Business Analytics

Strategy Responsibilities:

●Provide planning and coordination support, including project management, analytical support, and support of strategic initiatives as required, including monitoring progress against key priorities

●Assist in the day-to-day management of business planning and operational processes across six business units: Customer Support/Pre-Post Collections/Operational Controls/ Security/Data Analytics (1100+ individuals)

●Support the organization in preparing strategic business reviews/presentations to senior stakeholders such as Business Unit Reviews, Top Project Deep Dives and Performance Reviews

●Work each BU to create Strategic Action Plans with OKR/KRA Metrics to measure performance against firm-wide initiatives with intent to grow revenues by 15% annually

Business Analytics Responsibilities:

●Lead digital business analytics and Insights team

●Work with cross-functional teams to gather data, reporting, and analysis needs; apply critical thinking to either create new long-term solutions or support one time only ad hoc requests when needed

●Evaluate existing and develop new metrics, reports, and dashboards for various internal audiences; apply both quantitative disciplines and creativity to translate data into actionable insights through data visualization, behavioral pattern recognition, predictive modeling, etc.

●Cross-Functional Support - Frequently connect with data/report consumers to understand ever-changing business trends/technologies, train new business team members to use data/reports, share new analytic development, etc.

●Exploration and propose new data/analytic opportunities that could potentially grow business, improve operational efficiency, or create new product offerings

●Contribute to overall company data/analytics strategies by supporting cross training and knowledge sharing, as well as encouraging data-driven decision making process

●Understanding of Data Engineering, Data Governance, Data Modeling, ETL and the ability to mine new data sources using machine learning concepts such neural networks, clustering, K-means etc.

McKinsey and Company, New York (November 2013-March 2019)

Senior Manager (Internal Strategy and Data Analytics)

●Oversee a team responsible for managing work streams to agreed timelines, performing quality control of deliverables and leading presentation of deliverables

●Perform detailed analysis and synthesize actionable insights from data sets and unstructured information sources

●Develop financial and analytic models at various granular levels to drive operational and transactional insights

●Construct roadmaps, dashboards and presentations that enhance key stakeholders understanding of business trends and growth decisions

●Develop, implement, review, and provide ongoing monitoring of key performance drivers throughout budgeting processes, forecasts, strategic plans and other financial models to assist management with current and long-range planning

●Oversee strategic project initiatives to provide leadership for the development and implementation of strategies and processes to realize identified opportunities

●Provide analysis and create presentation decks as a member of Project, Valuation, and Steering Committee(s)

Senior Business Analyst

●Subject Matter Expert and advisor on firmwide finance transformation projects entailing implementations across IT, Finance, and front office functions

●Work with product owners and stakeholders to create product roadmaps and value-added solutions

●Led a team of four analysts implementing various third-party solutions which delivered significant cost savings

Wellington Management Company LLP, Boston, MA (April 2013– November 2013)

Derivatives and Data Management- Business Analyst

●Provided data analysis to support, compile and report key information for operations and business objectives

●Provided analytic support by coordinating data extraction from various databases and data interpretation

●Prepared technical reports by collecting, analyzing, and summarizing information and trends.

●Functioned as a liaison between business and technical teams in analyzing and assessing solutions to meet business and user needs

Merrill Lynch Wealth Management, Boston, MA (August 2012 – April 2013)

Private Wealth Management Associate

●Designed complex financial, estate planning, and business planning services for

new/existing client relationships

Robeco Investment Management, Boston, MA (August 2011 – April 2012)

Fund Administration- Vice President (left due to merger with Orix)

●Managed a team responsible for all aspects of the middle office fund administration for multi-billion investment bank

Harvard Management Company Boston, MA (November 2007 – August 2011)

(Harvard University Endowment Fund)

Finance Derivatives Team- Senior Associate

●Led initiative to highlight control gaps in current processes; identified solutions that reduced operational errors

●Designed and implemented an automated reconciliation system which increased capacity by 40% and standardized the process

Brown Brothers Harriman Boston, MA (October 2006 – November 2007)

Client Service Analyst

●Worked as part of client service team in a fast-paced atmosphere aiding in the resolution of inquiries and investigations related to investment activities


●Northeastern University Master in Business Administration (2011-August 2017)

●New York University Data Analytics Diploma (expected completion 2020)

●Plymouth State University Bachelor of Arts (August 2002-May 2006)


●Strong data transformation/analytics skills with SQL, R, Python, Knime

●Statistical Programming/Machine Learning background

●Strong PowerPoint/ Tableau/Domo Visualization skills often presenting to senior leadership

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