Chief Planning Officer
Certified Public Accountant (CPA); Bachelor of Science in Accounting, King’s College.
Professional Overview
Jeffrey J. Robinson serves as Chief Financial Officer of Kline + Company, a global market research and consulting firm, a role he assumed in 2023. He is responsible for leading the firm’s global financial operations, including financial planning and analysis, reporting, treasury, and risk management, while supporting Kline’s continued international growth and strategic initiatives.
Practice Leadership and Focus Areas
Jeffrey is a seasoned financial executive with over 30 years of experience spanning public and private software, emerging growth, and professional services organizations. He brings deep expertise in strategic financial and business planning, mergers and acquisitions, cost management, and operational efficiency, with a strong track record of driving growth through data-driven insights and disciplined financial leadership.
Thought Leadership and External Engagement
Throughout his career, Jeffrey has acted as a strategic partner to executive leadership, working to align financial strategies with overarching organizational objectives. His leadership extends to successfully strengthening internal controls, enhancing reporting capabilities, and implementing complex system improvements across multinational organizations.
Career Highlights
Prior to joining Kline, Jeffrey served as Chief Financial Officer of Orion Innovation from 2014 to 2022, where he helped guide the financial strategy of a leading technology services firm specializing in digital transformation. Earlier in his career, he held senior finance leadership roles at Unitrends, Inc., Lab Vantage Solutions, Inc., and IBM, gaining extensive experience in both high-growth environments and large multinational organizations. He began his career in public accounting, building a strong technical foundation in audit, compliance, and financial reporting.
Personal Background:
Resides in Pennsylvania with his wife and their dogs. Outside of work, he enjoys spending time with family, traveling, playing golf, and maintaining his car collection.