Grant Lindgren has over 25 years of experience in financial services and banking as a senior business analyst. He is proficient in requirements gathering, process analysis, documentation, and end-user training. Lindgren has extensive experience leading conversions between different banking platforms and reconciling accounts during acquisitions. He is skilled in automating manual processes, audit support, and identifying cost-effective systems.

1. GRANT LINDGREN
SUMMARY • Senior Business Analyst and Business Systems Analyst with over 25 years’
experience in the financial services and banking industry
• Proven experience in As Is / To Be process analysis, requirements gathering, process
flow, use case, tracking, reporting, documentation, data setup, end-user training, and
mentoring
• Proficient in planning, conducting, documenting, and directing the analysis of
moderately complex to complex business problems to be solved with automated
systems
• Adept in automating various manual processes using a variety of applications
• Familiar with conducting and providing data for internal audit and operations control
• Accomplished in providing technical assistance in identifying, evaluating, and
developing systems and procedures that are cost effective and meet documented
business and functional level requirements
• Experienced in executing conversion reconciliation process for acquisitions,
conversions, legal entity changes and de-conversions to various applications
including Phase3, Beta, Bolt, Intrader and internal applications
• Additional areas of expertise include: Strong institutional and retail brokerage
operations with emphasis on fixed income and alternative investments
• Experienced in the process of daily cash settlement of proceeds from Federal
Reserve, DTCC and various commercial paper companies
• Competent in creating test plans and cases, execution, defect tracking , review,
traceability
BACKGROUND Verus Consulting, Senior Business Analyst, 2013 - present
Ameriprise Financial, Senior Business Systems Analyst / Conversion Specialist, 2007 – 2012
Wells Fargo Institutional Brokerage & Sales, Various roles, 2001 - 2007
Senior Business Analyst / PMO, 2004 – 2007
Senior Operations Analyst, 2003 – 2004
Corporate Actions Manager, 2001 – 2003
Norwest Investment Services, Inc., Various roles, 1988 – 2001
Operations Analyst, 1998 – 2001
Safe Keeping Accountant, 1993 – 1998
Teller Supervisor / Lead Teller / Universal Teller, 1988 – 1993
PROFESSIONAL
AND BUSINESS
EXPERIENCE
February 2013 - November 2013
For Wells Fargo Securities, as a Senior Business Analyst, provided conversion support
for a large scale platform conversion from Sungard Phase3 to Broardridge – Came on-
board as a consultant two weeks prior to implementation to assist in conversion and post
conversion clean-up. Conducted an in-depth analysis of the post-conversion open items
utilizing Bloomberg, DTC, and BoNY reconciled payment and/or position discrepancies.
Assisted in daily production work.

2. GRANT LINDGREN
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PROFESSIONAL
AND BUSINESS
EXPERIENCE
(continued)
March 2007 – November 2012
For Ameriprise Financial, as a Senior Business Systems Analyst / Conversion
Specialist, reported to the Vice President of Clearing Operations to provide direct
support on all major clearing and strategic initiatives - Developed Business Plans,
Statements of Work, and Cost Benefit Analysis documentation. Facilitated project cost and
schedule estimation. Developed issue or risk assessment, options for resolution, and proposed
recommendations with strong industry standards reasoning. Collaborated and negotiated to
define project scope and boundaries. Conducted interviews and/or JAD sessions to define,
document, and prioritize business requirements. Developed or refined business processes and
process flow diagrams. Provided Subject Matter Expertise to technology and business
resources throughout project lifecycles. Developed User Acceptance Test plan and test
conditions, and performed testing function. Contributed to implementation planning and post-
implementation tracking and support. Formatted and utilized self-created tools to expedite the
balancing and difference identification of several full asset, name & address, and cash balance
conversions for multi-billion dollar conversion projects. Executed conversion reconciliation
process for acquisitions, conversions, legal entity changes, and de-conversions to various
applications including Phase3, Beta, Bolt, Intrader and internal applications. Developed
sustained relationships with internal business and technology partners. Successfully managed
relationships with vendors and other external partners. Identified business needs or
opportunities for improvement through either broad industry knowledge, or detailed knowledge
of specific products, services or processes. Coordinated and executed training as needed.
Proactively taught others in a specific area of expertise through knowledge sharing and
mentorship. Applied and contributed to the development of best practices.
2001 - 2007
For Wells Fargo, served in various roles as described below:
August 2004 – March 2007
As Senior Business Analyst / PMO for Institutional Brokerage & Sales, acted as
a liaison between client area and technical organization by planning,
conducting, documenting, and directing the analysis of moderately complex
to complex business problems to be solved with automated systems -
Provided technical assistance in identifying, evaluating, and developing
systems and procedures that are cost effective and meet documented
business and functional level requirements. Worked with user groups to
provide training, resolve questions, assess user needs, and recommend
changes. Prepared specifications for system changes and/or systems testing.
Acted as a resource to all team members, working closely with internal and
external customers, technical analysts, and developers Maintained vendor
relationships.
July 2003 to August 2004
As Senior Operations Analyst, reported to the Director of Operations and
Strategic Development to provide direct support on all major clearing and
strategic initiatives - Provided analysis and support on major initiatives and special
projects including bank acquisitions, legal entity changes for bank dealer firms, and
two NASD broker dealers. Executed conversion reconciliation processes for
acquisitions, conversions, legal entity changes, and de-conversions to various
applications for multibillion dollar conversion projects. Provided assistance, support,
and process reviews and enhancements for Operations team. Sought processing
efficiencies and cost reduction. Automated various manual processes using a variety
of applications wherever possible. Created new tools with use of replication (real-
time) files to improve processes and create interfaces to the bank, and between
applications for significant efficiencies. Managed day-to-day issues with the Phase3
application.

3. GRANT LINDGREN
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PROFESSIONAL
AND BUSINESS
EXPERIENCE
(continued)
Participated in several User Focus Groups to drive core application enhancements.
Liaison for Technology & Operations issues (including issue tracking, resolution,
application development, and analysis).
October 2001 – July 2003
As Corporate Actions Manager for Institutional Brokerage & Sales was responsible for
staffing and management of the Div/Reorg, Municipal Lease, and Tax reporting groups
collectively known as Corporate Actions – Responsible for average settlement of two billion
dollars daily. Conducted performance appraisals and recommended salary actions. Created
multiple internal reports from AS400 database and replicated files from SunGard Phase3.
Covered daily duties of any staff member within the department as needed in absence.
Participated in decision making process and follow through with regard to strategic direction of
the firm.
For Norwest Investment Services Inc., served in various roles as described below:
March 1998 – October 2001
As Operations Analyst for Norwest Investment Services, Inc., provided
assistance, support, and process reviews for Operations team - Became fluent in
AS400 query capabilities. Sought processing efficiencies and cost reduction.
Solely reconciled main float account for cash and stock differences from old system
after converting to new core system of record. Spear headed all Y2K initiatives for
Income Collections operations groups including test scripts, UAT & regression
testing.
March 1993 – March 1998
As Safe Keeping Accountant, consistently managed risk while preventing loss
of corporate assets - Researched and reconciled General Ledger account
differences. Charged the Federal Reserve, Depository Trust Corporation, and various
commercial paper companies for disbursal of funds to customer accounts.
Responsible for the daily balancing of numerous internal accounts.
October 1988 – March 1993
For Norwest Bank, as Teller Supervisor; Lead Teller; Universal Teller, staffed and
managed nine-teller branch office -Conducted performance appraisals and recommended
salary actions. Performed full facility audits of all cash and negotiable items. Trained and
motivated staff.
TOOLS
AND METHODS
Waterfall, Agile, Quality Center, Clarity, AQMS, Microsoft Project, Excel, Visio, Access,
Powerpoint, Word, Lotus Notes, WebEx, Adobe Acrobat Pro, SQL Scripts, AS400, TR/Beta,
Sungard Phase3, Sungard Bolt, Sungard Intrader, Margin Advisor
EDUCATION Course work completed in Business Administration, University of Missouri
Course work completed Business Administration, St. Louis Community College