Thomas Robb, Finance Expert in New York, NY, United States
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Thomas Robb

Verified Expert  in Finance

Finance Expert

Location
New York, NY, United States
Toptal Member Since
March 12, 2019

Thomas delivered actionable solutions and insights to multi-billion dollar clients across the tech and software industries as a senior equity research associate at Morgan Stanley. As an entrepreneur, he understands the importance of taking extreme ownership of projects and enjoys working with executives to grow their businesses through financial modeling, competitive market analysis, and creative problem-solving.

Career Highlights

Founder | CEO
Green Boost Education
Senior Associate
Morgan Stanley

Education Highlights

Bachelor's Degree
Michigan State University

Certification Highlights

Work Experience

Founder | CEO

2018 - PRESENT
Green Boost Education
  • Founded Green Boost Education, a financial services startup focused on providing financial education and literacy workshops to millennials and low-income families.
  • Developed and oversaw strategic initiatives, content creation, and new business development.
  • Managed and created an in-depth financial plan to account for rapid growth in new customers, product line expansion, and the hiring of multiple employees.
Focus areas: Revenue Optimization, Financial Modeling, Budgeting, Financial Planning & Analysis (FP&A)

Senior Associate

2012 - 2018
Morgan Stanley
  • Analyzed customer unit economics and platform value across 20+ publicly traded SaaS companies to determine long-term margin potential focusing on customer acquisition costs (CAC), churn, customer lifetime value (LTV), and net retention ratios (NRR).
  • Helped launch and grow a new team after only 12 months at Morgan Stanley, expanding into a leading, II-ranked Wall Street equity research franchise in less than one year.
  • Researched competitive market dynamics, understood critical industry drivers, and developed complex industry models for the SaaS, media, financial technology, healthcare technology, web services, travel technology, and edtech markets.
  • Developed actionable investment theses and pitched ideas to internal constituents and external clients by conducting complex financial modeling and leveraging an in-depth understanding of equity markets.
  • Leveraged industry contacts and teams across Morgan Stanley to analyze and profit from complex financial situations including turnaround opportunities, special tax situations, and secular change stories.
  • Established relationships with C-suite executives and multi-billion dollar clients by minimizing errors, taking extreme ownership of projects, and effectively communicating with critical stakeholders.
  • Ramped quickly on new industries, projects, and challenges by leveraging primary data, industry contacts, and channel checks.
  • Built and maintained complex predictive model of Class 5-8 Truck market incorporating inventory, builds, sales, and future demand/sales projections.
Focus areas: Growth Capital Raising, Profitability Analysis, Market Research, Valuation, Three-statement Modeling, Revenue & Expense Projections, Capital Structure Analysis, Comparable Company Analysis, Capital Raising, Mergers & Acquisitions (M&A), Price Analysis, Equity Valuation, Equity Research, Financial Statements, Financial Planning & Analysis (FP&A), Financial Modeling
2008 - 2012

Bachelor's Degree in Finance

Michigan State University - Michigan

JUNE 2012 - PRESENT

Series 87

FINRA

JUNE 2012 - PRESENT

Series 86

FINRA

JUNE 2012 - PRESENT

Series 63

FINRA

JUNE 2012 - PRESENT

Series 7

FINRA

Finance

Financial Planning & Analysis (FP&A), Revenue Modeling, Budgeting, Equity Research, Comparable Company Analysis, Revenue & Expense Projections, Three-statement Modeling, Valuation, Market Research, Profitability Analysis, Financial Modeling, Financial Reporting, Mergers & Acquisitions (M&A), Capital Raising, Growth Capital Raising, Capital Structure Analysis, Equity Valuation, Price Analysis, Revenue Optimization

Output Software

Microsoft PowerPoint, Microsoft Word, Microsoft Excel

Industry Expertise

Financial Markets, Financial Services, Technology, Software, Industrials

Geographic Expertise

United States, Europe, Canada

Other

Financial Statements, Financial Presentations, Excel Modeling, Software Equity, Revenue Strategy, Revenue Analysis, Budget Modeling, Market Research & Analysis, Industry Analysis, Software as a Service (SaaS), SaaS, Enterprise SaaS, Modeling, Inventory

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