Geoff Burkholder

EY Americas Financial Services Principal, Finance and Risk Transformation Leader, Ernst & Young LLP

Trusted advisor on finance transformation matters. Leader with a deep understanding of data’s place in finance. Experienced in solving complex regulatory issues.

Geoff is a principal in the Enterprise Information (Data & Analytics) practice focused on data aspects of financial transformation for various financial groups. For more than 20 years, Geoff has worked with leading financial institutions on finance transformations, business intelligence and more. He has led client engagements ranging from data strategy to migration efforts for many global firms.

Geoff led the finance transformation and reporting efforts for a global custody, wealth and asset management firm. This transformation included the centralization of accounting rules, finance requirements to feed the general ledger, revaluation and rebalancing capability for global enterprise resource planning, reporting requirements and implementation for finance operations, and the creation of key data repositories within the finance architecture that could be utilized for finance internal reporting and be the golden source for the risk organization.

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