Grant Casner

Observer
DISC Type : ci

Board Member at American Red Cross Northern California Coastal Region

San Francisco Bay Area, United States

Overview

Grant Casner is a Partner and the Risk & Financial Advisory Leader for Deloittes San Francisco office. With over 22 years at the firm, he specializes in advising finance leaders on complex accounting, IPO readiness, and operational improvements. He is a CPA and earned his Bachelor of Arts at UCLA.

Outside of his professional role, Grant is deeply committed to community service. He serves as a board member for the American Red Crosss Northern California Coastal Region, where he is also active on the Gala Planning Committee, demonstrating a passion for supporting vital local programs and disaster relief efforts.

His entire 22+ year professional career has been dedicated to one firm: Deloitte.

Personality Overview

Value Driven

Curious

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are likely to ask many questions and look heavily for supporting information. They are generally good communicators and can be hard to convince.

Topics They Care About

Modern Controllership
Advises CAOs and Controllers on improving operational models and performance metrics to meet evolving business needs.
Community Leadership
Serves as a Board Member for the American Red Cross's Northern California Coastal Region, showing a commitment to local community engagement.
AI in Finance
Actively shares content on leveraging AI for controllership and treasury, and how CFOs can monitor early AI performance for value.

Media Appearances

Grant has no verified media appearances

Work History

5-2025
Board Member at American Red Cross Northern California Coastal Region
8-2016
Partner at Deloitte
10-2002 - 7-2016
Staff through Senior Manager at Deloitte

Education

1997 - 2002
Bachelor of Arts (BA) from UCLA

More Information

Social Presence :

Prographics :

Exp : 23 Location : San Francisco Bay Area, United States Job Level : N/A Designation : Board Member at American Red Cross Northern California Coastal Region
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Insights For Selling To Grant

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Persuade objectively how your product will help them achieve their goals
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Grant is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Grant

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Grant move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Grant take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Grant

Personality Compatibility


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