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Jeff Roberts Email & Phone Number

Finance Manager at LSEG (London Stock Exchange Group) at LSEG (London Stock Exchange Group)
Location: Greater Boston, United States, United States 5 work roles 1 school
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Role
Finance Manager at LSEG (London Stock Exchange Group)
Location
Greater Boston, United States, United States
Company size

Who is Jeff Roberts? Overview

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Quick answer

Jeff Roberts is listed as Finance Manager at LSEG (London Stock Exchange Group) at LSEG (London Stock Exchange Group), a company with 1 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Jeff Roberts.

Jeff Roberts previously worked as Finance Manager, Trading and Banking Solutions at Lseg (London Stock Exchange Group) and Finance Manager, Trading at Refinitiv. Jeff Roberts holds B.S.B.A., Finance, Financial Management & Investments from University Of Arkansas.

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Email format at LSEG (London Stock Exchange Group)

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LSEG (London Stock Exchange Group)

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Profile bio

About Jeff Roberts

With over 15 years of experience in corporate FP&A roles within fast-paced financial services technology companies, I transform complex data into actionable insights that drive strategic business decisions. Specializing in financial modeling and business transformation, I collaborate across functions to enhance financial performance. Proficient in SQL and Tableau, I optimize processes, automate reporting, and design dashboards to empower stakeholders with clear, data-driven insights for efficient decision-making.Key Skills:➜ Budgeting & Forecasting – Develop and maintain flexible, scalable models for revenue and expense forecasting across multiple business units.➜ Cost Management – Implement cost forecasting and reporting tools to manage headcount and vendor expenses across global teams.➜ Financial Modeling – Utilize advanced MS Excel skills to create detailed models supporting forecasting, strategic planning, capital allocation, and investment decisions.➜ Data Analysis – Analyze large sets of financial and operational data using SQL and Tableau to uncover revenue drivers and influence business strategy.➜ Management Reporting – Generate comprehensive reporting packs that distill financial results succinctly, highlighting risks and opportunities to support strategic planning and decision-making.➜ Process Automation & Efficiency – Automate recurring reporting tasks using SQL, enhancing accuracy and reducing manual effort.➜ Scenario Planning – Develop scenario models to evaluate business decisions, such as product migrations and M&A transactions, and their financial impacts.➜ Capital Allocation – Partner with leadership to optimize capital allocation for strategic initiatives and product development.➜ M&A Analysis – Conduct in-depth financial analysis and valuation modeling to support M&A transactions, integration planning and execution.➜ Data Governance – Ensure data integrity and consistency across financial systems, to enable reliable budgeting, forecasting, and decision-making, safeguarding the accuracy of financial models and reports.I am available to discuss new opportunities in the Boston area (or remote), please contact me at thejeffroberts@gmail.com.Technical Skills:MS Excel | MS PowerPoint | Tableau | Tableau Prep | SQL | SAP Business Objects | Adaptive Workforce Planning | Salesforce CRM | Hyperion Planning | Pyramid Analytics

Current workplace

Jeff Roberts's current company

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LSEG (London Stock Exchange Group)
Lseg (London Stock Exchange Group)
Finance Manager at LSEG (London Stock Exchange Group)
London Stock Exchange, 10 Paternoster Square, London, EC4M 7LS, gb
Website
Employees
1
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5 roles · 18 years

Jeff Roberts work experience

A career timeline built from the work history available for this profile.

Finance Manager, Trading And Banking Solutions

Current

London, England, GB

Directly supported divisional CFO of the largest business within the LSEG portfolio (£1.6bn FY23 revenue, 21% of group revenues), managing global FP&A activities including sales forecasting, revenue planning, cost management, and capital allocation—driving strategic financial decisions to enhance profitability and growth.

2021 - Present ~5 yrs 4 mos

Finance Manager, Trading

London, England, GB

Continuation of prior role at Thomson Reuters, post sale of Financial & Risk business unit to Blackstone-led consortium (business unit re-branded as Refinitiv)

2018 - 2021 ~3 yrs

Finance Manager, Trading

Toronto, ON, CA

Financial reporting lead for 3 of 6 business units in the newly formed Trading division, driving accuracy and efficiency in forecasting and performance reporting through process improvements and scalable data organization methods, while overseeing KPI target setting and success measurement.

2016 - 2018 ~2 yrs

Senior Financial Analyst, Platform & Transactions

Toronto, ON, CA

Utilized extensive expertise in customer data and business systems to facilitate the integration of the Tradeweb Equities business back into Thomson Reuters. Key finance stakeholder in all critical areas of order-to-cash, ranging from contracting all the way to cash application and reporting. Managed a direct report overseeing an accounts receivable.

2010 - 2016 ~6 yrs

Assistant Vice President, Finance

New York, NY, US

Oversaw billing operations, revenue reporting, and analysis for a suite of equity trading products transitioning to Tradeweb from Thomson Financial following Thomson’s acquisition of Reuters.

2008 - 2010 ~2 yrs
Team & coworkers

Colleagues at LSEG (London Stock Exchange Group)

Other employees you can reach at lseg.com. View company contacts for 1 employees →

1 education record

Jeff Roberts education

  • University Of Arkansas
    University Of Arkansas
    Financial Management & Investments
FAQ

Frequently asked questions about Jeff Roberts

Quick answers generated from the profile data available on this page.

What company does Jeff Roberts work for?

Jeff Roberts works for LSEG (London Stock Exchange Group).

What is Jeff Roberts's role at LSEG (London Stock Exchange Group)?

Jeff Roberts is listed as Finance Manager at LSEG (London Stock Exchange Group) at LSEG (London Stock Exchange Group).

Where is Jeff Roberts based?

Jeff Roberts is based in Greater Boston, United States, United States while working with LSEG (London Stock Exchange Group).

What companies has Jeff Roberts worked for?

Jeff Roberts has worked for Lseg (London Stock Exchange Group), Refinitiv, Thomson Reuters, and Tradeweb.

Who are Jeff Roberts's colleagues at LSEG (London Stock Exchange Group)?

Jeff Roberts's colleagues at LSEG (London Stock Exchange Group) include Ian Tivey, Manat Kinra, Shilpa Puttaswamy, Catherine Ross-Innes, and Thushyanthi Thambydorai.

How can I contact Jeff Roberts?

You can use AeroLeads to view verified contact signals for Jeff Roberts at LSEG (London Stock Exchange Group), including work email, phone, and LinkedIn data when available.

What schools did Jeff Roberts attend?

Jeff Roberts holds B.S.B.A., Finance, Financial Management & Investments from University Of Arkansas.

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