Manager Project

JOSEPH H. GRANT

* ********* **

Cell 203-***-****

Petaluma, Ca 94954 ********@*******.***

Home 707-***-****

PROFESSIONAL SUMMARY:

An Experienced Finance, Operational and Risk Executive with a diverse

knowledge of Corporate Finance including: Accounting, Treasury,

Financial Planning and Analysis. Strong abilities in all Operational

aspects and processes of a leasing business and a proven success in

project management, portfolio and business integrations and motivating

cross functional teams. Experienced in tight compliance and operational

risk environment of the Financial Services industry

- Budgeting and Results Reporting

-Lease Transaction Pricing

- Business Integrations -Accounting

- Six Sigma Qualified (Greenbelt)

-Syndication and Portfolio Purchase

- Strong Project Management -Operational Risk

and Compliance

PROFESSIONAL EXPERIENCE:

Xerox State & Local Solutions, Inc., San Francisco, CA Sept

2012 - Present

Financial Manager

Construct financial models for business forecasting, new business and

change orders. Ensure compliance with all financial accounting,

reconciliation, and reporting requirements; direct the daily operations

for financial functions such as budgeting, auditing, forecasting and

analysis, payroll, accounts payable and receivable, general ledger and

account reconciliation; review and approve monthly invoices; prepare and

review entries to general ledger and financial records for coding and

reconciliation; review all reporting and reconciliation of various

depository bank accounts to the client monthly.

Bank of the West

Jan 2011-Sept 2012

VP-Operational Group Risk Manager, Equipment Finance Division

Responsible for operational risk for the equipment finance business

units, and support functions such as accounting, finance, collections,

assessing controls and policies, and ensuring compliant and consistent

procedures; division lead for operational risk compliance with corporate

policies, procedures, controls and GAAP; developed divisional dashboard for

senior management monitoring key risk indicators.

. Divisional lead to ensure Operational Risk compliance with corporate

policies, procedures and controls.

. Risk representative for development of the new Infolease front end

work flow system with a focus on controls and efficiency.

. Divisional Risk management liaison for new activity and product

development.

Consulting

Sept

2010-Dec 2010

. Assisted in the budget preparation and presentation of the St Vincent

High School annual budget.

. Key member of the transition team for the new finance director.

. Worked for recruiting firm to build and expand their target company

and candidate lists with a focus on Financial Services

US Bank May

2007-Sept 2010

A Multi Billion Dollar National Company

VP, Operations US Bank Equipment Finance, Technology Finance Group

Senior Leadership responsibly includes the Accounting, Contract

Documentation, Property Tax, Sales Tax, Systems Analysis and

Facilities. While supporting Collections and Asset Management to achieve

their goals. Over site of the Marin county office Business Continuity

Planning, Operations, Process Improvements, Systems Improvements and

Updates and Forecasting($200mm in new business volume and $22mm in

pretax income) .

. Sr Leadership responsibility for Business unit Compliance and lead the

unit to passing its first/several internal audits.

. Project lead on several projects to increase productivity, upgraded

systems, compliance and quality.

. Increased reporting and communications to reduce delinquency and

outstanding account reconciliations items.

. Increased the accuracy and efficiency of the Monthly Customer

Reporting, Electronic Invoicing and other Systems

. Liaison with the corporate office, Internal Audit Staff, external

Audit Staff, Risk and compliance.

Pitney Bowes Corporation

Jan 2006-May 2007

A $5.5b Multi-National Company

Manager, Global Financial Services Accounting

Managed the monthly closing and reporting of results for Pitney Bowes

Credit Corp. Primary liaison with the external audit staff and Sarbanes-

Oxley compliance. Stream line the closing process and launched projects to

reduce the closing cycle and manual processes.

. Leadership responsibility in coordinating and managing the monthly

closing process including account reconciliation and clearing of open

items for Global Financial Services portfolio.

. Prepared monthly reporting and analysis for Senior Management and

outside Auditors within a tight deadline schedule.

. Key control point for accounting for Sarbanes-Oxley compliance,

monthly and quarterly reporting.

. Project Lead for launching efficiency projects including process

improvements and systems enhancements with an off shore team

GE Capital -Commercial Finance

1987-2006

Multi Billion Dollar Financial Services Subsidiary of GE

Operations Manager, Vendor-Equipment Finance, GE Healthcare Finance.

(2003-2006)

Manage a team of 13 people in all aspects of the documentation processes

of the small to midsize ticket equipment leasing business and functional

over site of a team in Bangalore India. Operational oversight of 2004 new

volume of over $550mm and $25mm in net income, business contingency

planning and Sarbanes and Oxley compliance.

. Reduced costs by 50% by utilizing and managing of

offshore teams located in India (12 people) and

Mexico.

. Realized $4mm in net income while having operational oversight $100mm

in syndication and securitization.

. Reduced documentation cycle time from 7 days to 7 hours in a 3 month

time period through mentoring 3 quality projects.

Portfolio Manager/Integration Leader, Vendor-Equipment Finance, GE

Healthcare Finance. (2001-2003)

Project Integration leader for the Equipment Finance business for all

functions including: sales, operations, asset management, finance,

systems and offshore India for a $250mm portfolio. Acted as Manager of

Finance during the business integration: Financial Planning and Analysis,

budgeting and closings

. Contributed a $1.6mm net income gain on sale while being the Project

Lead for a $47mm Syndication.

. Developed and assisted with the roll out of new Vendor Programs and

products resulting in over $50mm in new business.

. Handled all customer compliance and reporting, identified and made

recommendations to Relationship Managers related to Risk, Asset

Management and Operations.

GE Capital Corporation

Manager, Finance, Transleasing/Healthcare. Vendor Financial Services.

(2000-2001)

Finance Lead for budgets, month end closing, controllership, new business

development and pricing issues for 2 businesses that included $420mm in

volume.

. Presented Annual budget, long range forecasts and monthly results to

Senior Leadership team.

. Developed a cross functional team to clean up the balance sheet,

receivable reserve study and cleared aged operational open items.

. Project lead for the closing of a facility, including the transfer of

the sales, finance, risk and operational processes to a separate GE

Business.

Manager, Global Financial Planning and Analysis, Sun Microsystems

Finance, Vendor Financial Services. (1998-2000)

Responsibilities included the building of budgets, strategic plans and

monthly closings including measurements and goals for the Global Sun

Microsystems Finance program. Managed a team of 3 analysts.

. Integrated a $90mm portfolio purchase.

. Developed a consolidation reporting structure for a $1b worldwide

Vendor program.

. Developed presentations for the CEO and CFO of the division and Sun

Microsystems Finance board of directors.

Manager, Financial Structuring, Information Technology Group, Vendor

Financial Services. (1997-1998)

Finance and pricing lead for the Information Technology Group business

development group. Deal team member for "BIG" dollar transactions.

. Major contributor to the winning of a new major vendor program and

portfolio bid $1b in program volume

. Designed a pricing and program profitability models.

. Key contributor towards a business divestiture team resulting in over

$30mm in gain.

Manager, Financial Planning and Analysis, Diversified Industry Group,

Vendor Financial Services. (1996-1997)

Responsibilities include managing a group of Analysts who preformed the

building of budgets, strategic plans and monthly closings including

measurements and goals for specific vendor programs. Managed a team of 3

analysts

. Developed a consistent reporting structure and process for the

division.

. Project lead in the integration of a Canadian and US business unit.

Other Finance positions held with GE Capital Corporation: (1987-1995)

Financial Analyst-Financial Planning and Analysis,

Treasury Analyst, Global Treasury Operations

Specialist, Cash Accounting

Personnel/Compensation Tax Accountant

Community Involvement

Petaluma Youth Lacrosse Board President 2013-Present

St Vincent's High School Board of Regents 2008-Present

St Vincent's High School Board of Regents -Chairman Finance Committee 2009-

2012

Assistant Coach U19 Girls Soccer Team 2008, 2009, 2011

Statistician St Vincent Girls Basketball

United Way Business Unit Chairman 2001, 2002, 2003, 2005

Department Lead for United Way 2006

Thanksgiving "Feed the Shelter Lunch" Chairman 2006

Delivered Meals to the Battered Women's Shelter 2006

Kids Town Basketball Program-Evaluator, Scheduler and Score Keeper 2006-

2007

EDUCATION

Masters in Business Administration (MBA), Pace University, Lubin Graduate

School of Business, White Plains, NY.

Bachelor of Science in Marketing, Post College, Waterbury, CT.

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