Banking Sme Director
Current
Sep 2024 - Present
AeroLeads people directory · profile
Robert Grant Email & Phone Number
Strategic Finance Leader | Finance Transformation Champion | Change Architect | Driving Value & Operational Excellence
at
OneStream Software
1 work email found
@ally.com
7 phones found area 980, 313, 540, and 703
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Strategic Finance Leader | Finance Transformation Champion | Change Architect | Driving Value & Operational Excellence
Location
Charlotte Metro, United States, United States
Who is Robert Grant? Overview
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Quick answer
Robert Grant is listed as Strategic Finance Leader | Finance Transformation Champion | Change Architect | Driving Value & Operational Excellence at OneStream Software, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at ally.com, phone signal with area code 980, 313, 540, 703, and a matched LinkedIn profile for Robert Grant.
Robert Grant previously worked as Banking SME Director at Onestream Software and Senior Director - Finance Transformation at Ally. Robert Grant holds Bachelor Of Business Administration (B.B.A.), Finance, Minor In Economics from Radford University.
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Email format at OneStream Software
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{first}.{last}@ally.com
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AeroLeads found 1 current-domain work email signal for Robert Grant. Compare company email patterns before reaching out.
Profile bio
About Robert Grant
Results-Driven Finance Executive | Transforming Organizations, Driving Strategic ValueDynamic and strategic finance leader with over 17 years of progressive experience in financial services, who is passionate about driving transformative change and delivering tangible results. Throughout my career, I have consistently demonstrated and been recognized for my ability to identify opportunities, optimize processes, and driving efficiencies to deliver operational excellence.Expertise & Impact:Finance Transformation Evangelist: Spearheaded g a multi-year, multi-million-dollar Finance Transformation initiative at Ally Bank, poised to deliver over $100MM in value by optimizing people, processes, data, and technology.Strategic Financial Planning: As Senior Director of Retail Deposit & Consumer Strategy FP&A, I served as the Business line CFO, leading all financial forecasting, reporting, and analysis processes, enabling strategic decision-making and supporting industry-leading initiatives.Change Management Champion: Known for my ability to lead diverse teams and manage change in dynamic environments, I excel in fostering collaboration, driving adoption, and ensuring sustainability of program outcomes.Career Highlights:Led the evaluation and implementation of strategic initiatives, including smart savings tools and the elimination of overdraft fees at Ally Bank, driving business growth and customer satisfaction.Successfully managed the liquidity position and funding strategies of the organization, ensuring compliance with internal and external metrics while optimizing funding costs and liquidity risk management.Provided thought leadership in interest rate risk management and stress testing, supporting decision-making processes for senior management while maintaining regulatory compliance.Career Goals:Driven by a passion for innovation and continuous improvement, my career goal is to leverage my expertise in finance transformation, strategic financial planning, and change management to drive organizational growth and success. I am eager to contribute my skills and leadership to an organization that values creativity, collaboration, and driving meaningful impact.Let's connect to explore opportunities for collaboration and discuss how I can contribute to your organization's success!
Listed skills include Financial Modeling, Financial Analysis, Accounting, Finance, and 14 others.
Current workplace
Robert Grant's current company
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12 roles
Robert Grant work experience
A career timeline built from the work history available for this profile.
Senior Director - Finance Transformation
Lead program management and change management for multi-million dollar, multi-year CFO transformation effortServe as product manager for ongoing development and enhancement of the OneStream EPM platform
Nov 2021 - Sep 2024
Senior Director - Consumer Bank Fp&A
Business line CFO of Ally Bank’s $125B Retail Deposit and Consumer Strategy team, leading all financial forecasting, reporting and analysis while supporting the business in achieving strategic objectivesResponsible for management and oversight of business line financial statements, ensuring accuracy and completeness of results while supporting decision.
Jul 2018 - Nov 2021
Treasury Director - Global Funding & Liquidity
Managed the production of a daily cash flow forecast, utilized to ensure that the parent and bank entities have adequate levels of cash and other liquidity in order to satisfy internal and external metricsAssisted management with funding decisions through sound analysis by utilizing understanding of balance sheet and cash flow behavior as well as the.
Nov 2015 - Jul 2018
Treasury Manager - Balance Sheet Management Interest Rate Risk And Stress Testing
Produced periodic and ad hoc reporting to senior management and Ally’s Asset and Liability Management Committee focused on the company’s interest rate risk exposure, including earnings at risk, economic value of equity and assumption sensitivity analysisWorked closely with business partners to understand forecast activity, recommended capital actions and.
Dec 2014 - Nov 2015
Treasury Finance Manager
Developed forecast for the results of the Corporate and Treasury segments in the support of periodic, consolidated long-term forecasts, annual planning and stress testing including CCAR and DFASTProvided external financial reporting as it relates to the Treasury segment, including the consolidated net interest margin, cost of funds and available liquidity.
Apr 2013 - Dec 2014
Senior Financial Analyst - Treasury Finance Fp&A
Responsible for the development, enhancement and maintenance of a complex financial model in order to analyze and report the results of the Treasury segment residual Net Interest Income to senior managementAssisted in the management of the corporate cost of funds and overall liquidity profile by preparing and analyzing the treasury segment forecast and by.
Apr 2012 - Apr 2013
Financial Analyst In Treasury Finance
Assisted in the enhancement of the corporate FTP cost of funds methodology and overall reporting of the Treasury segment results through the understanding of benchmark rate curves and other drivers of the corporation’s consolidated cost of fundsWorked collaboratively across Business Segments in order to understand product pricing and related profitability.
May 2011 - Apr 2012
Financial Analyst In Corporate Controls
Assisted with the development and implementation of a global automated reconciliation tool while primarily being responsible for training and providing technical, policy and accounting based guidance to end users
Aug 2010 - May 2011
Financial Analyst In Regulatory Reporting
Led the development of an international reporting process and worked cohesively with a project team to assist in developing a global regulatory reporting process in order to meet certain requirements as a result of becoming a Bank Holding CompanyCompleted and supported the completion of numerous regulatory reports to a variety of federal regulators to.
May 2009 - Aug 2010
Accounting Analyst
Wachovia
Collaborated with counterparts at acquiring institution to determine best practices for intercompany accounting for the consolidated organization and to ensure transparency of intercompany activity and balances through the transition processMonitored and reconciled intercompany account balances and elimination activity on a daily basis in order to reduce.
May 2008 - May 2009
Financial Analyst
Responsible for reconciling monthly accounting balances and activity for Non-Performing Loans, Credit Loss and Real Estate Owned operations on multiple corporate accountsPosted standard, adjusting, and statistical Journal Entries to the general ledger on a monthly, quarterly and annual basisResponsible for the accounting and correction of monthly variances.
Jan 2007 - May 2008
2 education records
Robert Grant education
Bachelor Of Business Administration (B.B.A.), Finance, Minor In Economics
Radford University
Bachelor Of Science (B.S.), Communication, Public Relations
Radford University
FAQ
Frequently asked questions about Robert Grant
Quick answers generated from the profile data available on this page.
What company does Robert Grant work for?
Robert Grant works for OneStream Software.
What is Robert Grant's role at OneStream Software?
Robert Grant is listed as Strategic Finance Leader | Finance Transformation Champion | Change Architect | Driving Value & Operational Excellence at OneStream Software.
What is Robert Grant's email address?
AeroLeads has found 1 work email signal at @ally.com for Robert Grant at OneStream Software.
What is Robert Grant's phone number?
AeroLeads has found 7 phone signal(s) with area code 980, 313, 540, 703 for Robert Grant at OneStream Software.
Where is Robert Grant based?
Robert Grant is based in Charlotte Metro, United States, United States while working with OneStream Software.
What companies has Robert Grant worked for?
Robert Grant has worked for Onestream Software, Ally, Wachovia, and Freddie Mac.
How can I contact Robert Grant?
You can use AeroLeads to view verified contact signals for Robert Grant at OneStream Software, including work email, phone, and LinkedIn data when available.
What schools did Robert Grant attend?
Robert Grant holds Bachelor Of Business Administration (B.B.A.), Finance, Minor In Economics from Radford University.
What skills is Robert Grant known for?
Robert Grant is listed with skills including Financial Modeling, Financial Analysis, Accounting, Finance, Essbase, Treasury Management, Microsoft Office, and Funds Transfer Pricing.
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