Robert Grant

Robert Grant Email and Phone Number

Strategic Finance Leader | Finance Transformation Champion | Change Architect | Driving Value & Operational Excellence @ OneStream Software
Robert Grant's Location
Charlotte Metro, United States, United States
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!

Robert Grant's Current Company Details
OneStream Software

Onestream Software

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Strategic Finance Leader | Finance Transformation Champion | Change Architect | Driving Value & Operational Excellence
Robert Grant Work Experience Details
  • Onestream Software
    Banking Sme Director
    Onestream Software Sep 2024 - Present
    Birmingham, Mi, Us
  • Ally
    Senior Director - Finance Transformation
    Ally Nov 2021 - Sep 2024
    Detroit, Mi, Us
    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
  • Ally
    Senior Director - Consumer Bank Fp&A
    Ally Jul 2018 - Nov 2021
    Detroit, Mi, Us
    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 making through thoughtful and detailed analyticsEnsure prudent management of retail deposit pricing and noninterest expense through effective review and challenge of key business decisions while driving accountability for financial results across the businessLead evaluation of strategic initiatives through thought leadership and development of detailed profitability and business case analysis, providing senior leadership with guidance in order to make effective decisionsPromote an effective risk management framework through robust controls as well as development, reporting and analysis of KPIs, KRIs and other internal risk metricsServe in multiple leadership roles for the Generational Employee Resource Group, driving diversity and inclusion efforts and activities across the enterprise to strengthen the culture of the companyOversaw financial reporting, forecasting and analysis of multiple support areas within the Consumer Bank including Digital, Customer Care & Experience, Analytics and the Community Reinvestment Act (CRA) business lines
  • Ally
    Treasury Director - Global Funding & Liquidity
    Ally Nov 2015 - Jul 2018
    Detroit, Mi, Us
    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 corporation’s funding and investment strategies Collaborated with liquidity risk team to improve understanding of forecasted daily cash flow activity in order to produce accurate forecast of liquidity metrics, specifically the liquidity coverage ratioOversaw the Funds Transfer Pricing (FTP) framework, methodology and operational processes while leading improvements and developing an enterprise wide FTP Policy and StandardSupported various levels of senior and executive leadership with decision making through the production of detailed standard and ad hoc reporting and analysis on the company’s liquidity positionLead team of three analysts and one manager in multiple geographic locations and with varying levels of skills and experience in order to meet team and professional development goals
  • Ally
    Treasury Manager - Balance Sheet Management Interest Rate Risk And Stress Testing
    Ally Dec 2014 - Nov 2015
    Detroit, Mi, Us
    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 hedge strategies in order to ensure impacts and risks were accurately measured and reportedSupported the enterprise stress testing processes by producing financial results and supporting analysis for all stress scenarios related to CCAR, DFAST and Resolution Planning, as well as ad hoc stress testsLed project to redesign the Balance Sheet Management financial reporting structure to allow for improved analysis and to increase the efficiency and accuracy of results
  • Ally
    Treasury Finance Manager
    Ally Apr 2013 - Dec 2014
    Detroit, Mi, Us
    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, as well as related analysis Created and presented internal management reporting around the Treasury segment results, including an in depth analysis of the Treasury residual net interest income, detailed variance reporting and summaries of debt, investments and non interest expenseManaged the consolidated funds transfer pricing (FTP) process, including the review and completion of pricing models, posting of entries, reporting of results and support of business segment analyticsSupported various levels of senior and executive leadership with decision making by providing sound analysis and completing ad hoc data requests in a timely mannerUtilized understanding of corporate debt pricing and benchmark rate curves to continually evaluate FTP methodologies for existing products and lead initiatives to redesign pricing methodologies as neededContinually analyzed and reviewed the results of the Treasury segment to ensure accuracy and completenessLed project to redesign the reporting structure of the Corporate and Treasury segment and to build out the necessary general ledger detail in order to improve the quality and efficiency of reporting through automation Managed team of four analyst in multiple geographic locations and with varying levels of skills and experience in order to meet team and professional goals
  • Ally
    Senior Financial Analyst - Treasury Finance Fp&A
    Ally Apr 2012 - Apr 2013
    Detroit, Mi, Us
    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 presenting forecast assumptions and results to key members of managementUtilized understanding of asset and liability behavior, their related yields and cost of funds, as well as the corporation’s funding and investment of its assets and liabilities to assist management in the understanding of Treasury segment resultsContinued to assist 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 funds
  • Ally
    Financial Analyst In Treasury Finance
    Ally May 2011 - Apr 2012
    Detroit, Mi, Us
    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 as well as data availability to allow for the enhancement and development of models in support of the corporate Funds Transfer Pricing process
  • Ally
    Financial Analyst In Corporate Controls
    Ally Aug 2010 - May 2011
    Detroit, Mi, Us
    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
  • Ally
    Financial Analyst In Regulatory Reporting
    Ally May 2009 - Aug 2010
    Detroit, Mi, Us
    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 include the FR Y-9C, FR Y-11 & 2314, Treasury International Capital (TIC) reporting, FFIEC 009, etc.
  • Wachovia
    Accounting Analyst
    Wachovia May 2008 - May 2009
    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 the potential risk of exposure to the financial statementsResponsible for the accounting of investment in subsidiary and equity for entire legal entity structure consisting of over 800 legal entities and over 150 consolidationsWorked cohesively with both local, domestic and foreign based business units to resolve accounting practice issues as well as intercompany variancesAutomated manual processes in order to improve efficiencies within corporate accounting groupProvided reporting on intercompany account balances and transactions for regulatory, external and various other forms of reporting as well as both internal and external audit when requestedMonitored and reconciled corporate wide intercompany receivables and payables on a daily basis and settled those balances between entities monthly
  • Freddie Mac
    Financial Analyst
    Freddie Mac Jan 2007 - May 2008
    Mclean, Va, Us
    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 between source systems and the general ledger Worked closely with team to ensure that monthly accounting close goals are met and exceededAssisted management team in developing a monthly accounting close calendar and other projects as neededEnsured a effective monitor and control process by organizing Journal Entries and reconciliations completed by other team members and responding to internal control questions

Robert Grant Skills

Financial Modeling Financial Analysis Accounting Finance Essbase Treasury Management Microsoft Office Funds Transfer Pricing Peoplesoft Hyperion Enterprise Sap Corporate Fp&a Forecasting Treasury Sql Server Business Explorer Qrm Stress Testing

Robert Grant Education Details

  • Radford University
    Radford University
    Minor In Economics
  • Radford University
    Radford University
    Public Relations

Frequently Asked Questions about Robert Grant

What company does Robert Grant work for?

Robert Grant works for Onestream Software

What is Robert Grant's role at the current company?

Robert Grant's current role is Strategic Finance Leader | Finance Transformation Champion | Change Architect | Driving Value & Operational Excellence.

What is Robert Grant's email address?

Robert Grant's email address is ro****@****ail.com

What is Robert Grant's direct phone number?

Robert Grant's direct phone number is +198029*****

What schools did Robert Grant attend?

Robert Grant attended Radford University, Radford University.

What skills is Robert Grant known for?

Robert Grant has skills like Financial Modeling, Financial Analysis, Accounting, Finance, Essbase, Treasury Management, Microsoft Office, Funds Transfer Pricing, Peoplesoft, Hyperion Enterprise, Sap, Corporate Fp&a.

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