Joshua Robbins

Joshua Robbins Email and Phone Number

Experienced leader with 20+ years in Strategy, Business Operations, Finance and Sales @ Edelman Financial Engines
Joshua Robbins's Location
Melrose, Massachusetts, United States, United States
Joshua Robbins's Contact Details
About Joshua Robbins

Experienced leader with 20+ years in Strategy, Business Operations, Finance and Sales. A successful track record of managing projects & teams to support process improvement, growth initiatives and opportunities to advance business objectives. Strong leadership, analytical, and communication skills with experience in strategic and multi-year planning, executive level communication and team development in a fast-paced environment.

Joshua Robbins's Current Company Details
Edelman Financial Engines

Edelman Financial Engines

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Experienced leader with 20+ years in Strategy, Business Operations, Finance and Sales
Joshua Robbins Work Experience Details
  • Edelman Financial Engines
    Vice President / Sr. Director, Strategy And Business Operations And Chief Of Staff
    Edelman Financial Engines Oct 2021 - Present
    Santa Clara, California, Us
    Recruited by CTO to bring transformational and organizational skills to support newly formed Product & Technology leadership team. Manage 11 employees across 3 teams: the Agile Management office, Program Management office, and Tech first line risk function. Also responsible for Chief of Staff duties. Currently deploying processes for faster response times on management reporting and implementing agile principles resulting in 22% increase in planning accuracy, providing greater clarity and involvement of business partners on all initiatives, and strengthening partnerships across the organization
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  • Edelman Financial Engines
    Director, Fp&A
    Edelman Financial Engines Oct 2019 - Oct 2021
    Santa Clara, California, Us
    Led the transformation of the FP&A team post-merger to build out more mature processes and analysis. Grew and restructured the team to drive process improvements around monthly reporting, annual budget, capital planning and other key areas, decreasing monthly reporting cycle by 8 business days and shortening the annual budget completion timeline by 2 months over previous year.. Partnered with Accounting, Procurement and Treasury to support all business units around the organization.
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  • Tiaa
    Director, Institutional Strategy
    Tiaa 2017 - Oct 2019
    New York, Ny, Us
    Manage complex projects that gather and analyze information around business objectives and market trends, develop strategy recommendations and communicate them to senior management for buy in, and develop implementation plans to drive transformation and/or growth for the organization.
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  • Tiaa
    Coo, Core Markets
    Tiaa 2016 - 2017
    New York, Ny, Us
    Built and executed multi- year business area strategies as COO assigned to support 21 General Managers that drove improvements to key performance indicators and improved efficiencies
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  • Tiaa
    Business Manager, Small / Mid-Market Strategy
    Tiaa 2014 - 2016
    New York, Ny, Us
    Managed projects to optimize business processes related to how advice is delivered to the institutions and participants of the small mid-market that led to 2x the number of retirement clients receiving services without an increase in resources
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  • Tiaa
    Finance Manager
    Tiaa Jan 2013 - 2014
    New York, Ny, Us
    Supported strategic initiatives in the form of complex financial models, financial analysis & reporting including a comprehensive model that helped drive the strategy to turn around the Small Market business into a growth opportunity
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  • Fidelity Investments
    Financial Analyst
    Fidelity Investments Sep 2007 - Jan 2013
    Boston, Ma, Us
    Finance support for Retirement, Individual, Asset Management, IT, Product, Sales and the Mutual Fund Board of Trustees
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  • Fidelity Investments
    Financial Representative
    Fidelity Investments Aug 2005 - Aug 2007
    Boston, Ma, Us
    Introduced clients to investment strategies and worked with them to develop a financial plan
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  • Xo Communications
    Sr. Account Executive
    Xo Communications Jul 2003 - Aug 2005
    Herndon, Va, Us
    Worked directly with Chairman Carl Icahn, company executives and sales managers, servicing high profile customers
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Joshua Robbins Skills

Financial Analysis Finance Financial Modeling Strategy Leadership Analysis Business Analysis Financial Services Management Strategic Financial Planning Business Strategy Project Management Strategic Planning Financial Planning Process Improvement Key Performance Indicators Analytical Skills Management Consulting Change Management Consulting Analytics Business Transformation Corporate Finance Market Research Market Analysis Sales Enablement Competitive Analysis Go To Market Strategy Performance Management Sales Operations Microsoft Excel Microsoft Powerpoint Communication Thought Leadership Strategic Thinking Storytelling Staff Development Mentoring Team Leadership Cross Functional Team Leadership Manage Complex Projects Financial And Operational Modeling Corporate Strategy Formulation Business Modeling Retirement Benefits Client Services

Joshua Robbins Education Details

  • Boston University
    Boston University
    Economics
  • Questrom School Of Business, Boston University
    Questrom School Of Business, Boston University
    Mba

Frequently Asked Questions about Joshua Robbins

What company does Joshua Robbins work for?

Joshua Robbins works for Edelman Financial Engines

What is Joshua Robbins's role at the current company?

Joshua Robbins's current role is Experienced leader with 20+ years in Strategy, Business Operations, Finance and Sales.

What is Joshua Robbins's email address?

Joshua Robbins's email address is js****@****ail.com

What is Joshua Robbins's direct phone number?

Joshua Robbins's direct phone number is +161778*****

What schools did Joshua Robbins attend?

Joshua Robbins attended Boston University, Questrom School Of Business, Boston University.

What skills is Joshua Robbins known for?

Joshua Robbins has skills like Financial Analysis, Finance, Financial Modeling, Strategy, Leadership, Analysis, Business Analysis, Financial Services, Management, Strategic Financial Planning, Business Strategy, Project Management.

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