Roger Lambert Email and Phone Number

While working here, my key functions included, conducting comprehensive testing for new bug fixes and feature enhancements across internal systems, focusing on the Fixed Income trading tool. I also developed ad-hoc audit reports for the Compliance department, ensuring stringent regulatory adherence. Moreover, I created and maintained an extensive repository of QA and regression test cases, safeguarding system integrity during updates. Furthermore, I played a pivotal role in the successful integration of the new CRD OMS, enhancing operational efficiency for the Fixed Income trading desk. In addition to this, I provided expert production support to the Fixed Income Trading desk, addressing and resolving issues promptly to maintain business continuity.Key Accomplishments:• Established a robust repository of over 100 QA and 200+ regression test cases, significantly minimizing disruptions and ensuring seamless functionality of the Fixed Income trading tool.• Coordinated User Acceptance Testing (UAT) activities, working closely with stakeholders to define test criteria and ensure the final product aligns with business requirements and user expectations.• Integrated the new CRD OMS for the Fixed-income trading desk, optimizing trade processes and system compatibility.• Developed and generated critical ad-hoc audit reports for the Compliance department, facilitating rigorous internal audits and compliance with regulatory standards.

In this position, I proved myself as an excellent professional, as I orchestrated integration of municipal bond data into the organization's internal data lake, encompassing over 10 million instruments. It was I who spearheaded the deployment of new municipal bond deal data, including comprehensive data modeling and the formulation of QA test cases. Additionally, I authored detailed user training materials for Power BI reports and dashboards, enhancing user competency and resource utilization. Key Accomplishments:• Onboarded over 10M municipal bond data entries into the internal data lake, significantly enhancing data accessibility.• Led design and execution of new municipal bond data implementation, ensuring accurate data representation and quality control.• Crafted user-centric training documentation for Power BI, resulting in improved user engagement and data-driven decision-making.• Established/maintained strategic vendor partnerships, streamlining the process for application issue resolution and feature updates.

During my time here, I expanded Operations team from 5 to 10 within six months, enhancing team capabilities and productivity. I also authored comprehensive product roadmap, quintupling derivative exchange coverage. Moreover, I refined operational workflows, conserving 10 hours weekly and halving data errors. Furthermore, I collaborated with Sales, QA, and Development to innovate client tools, increasing operational efficiency by half. Additionally, I developed strategic partnerships across departments to integrate new features into client interfaces. Key Accomplishments:• Increased derivative exchange coverage by 500% through strategic product roadmap execution.• Saved 10 man-hours per week by streamlining operational procedures, enhancing efficiency.• Reduced data errors by 50%, improving data integrity and operational accuracy.• Improved operational efficiency by 50% through collaborative development of client-facing tools.• Doubled team size within first six months, significantly boosting operational capacity.

In this capacity, I directed high-profile application demos, securing a $30 million investment for the establishment of the SmartStream Reference Data Utility. Moreover, I mentored and developed a team of business analysts, with three advancing to senior roles, through the implementation of a structured quarterly review process, cutting team attrition by half. I also fostered professional growth within the analyst team, resulting in multiple promotions and a significant drop in turnover rates.Key Accomplishments:• Spearheaded a pivotal application presentation to top-tier clients, directly influencing a substantial $30M investment.• Enhanced data accuracy by a third and sustained financial data integrity with advanced SQL techniques, leading to a 25% reduction in client queries.• Achieved a notable improvement in data precision and consistency, markedly decreasing the frequency of client data inquiries.• Optimized data loading schedules for efficiency, effectively minimizing errors and conserving valuable labor time.• Streamlined data exchange processes, reducing daily loading exceptions by 33% across multiple feeds, which resulted in a weekly savings of 10 man-hours.

During my time as a Business Analyst, I compiled and synthesized client requirements to create comprehensive Business Requirement Documents for the implementation of new exchange data, contributing to a significant contract renewal. I also developed and launched an innovative exchange health dashboard using data visualization techniques, aiding the sales team in identifying market-ready data for potential clients.Key Accomplishments:• Led introduction of a new exchange health dashboard, providing critical insights for the sales team and aiding in client acquisition.• Employed SQL and advanced Excel capabilities to extract and analyze data, achieving a 25% increase in the accuracy of derivative exchange data coverage.• Served as a client liaison, delivering insights and strategies to enhance data quality, which led to a 35% decrease in client inquiries and a savings of six man-hours weekly.• Leveraged SQL and Excel to enhance data analysis, leading to a substantial improvement in exchange data accuracy.

• Cultivated and maintained vendor relationships with such companies as Bloomberg, ITG, Thomson Reuters, and Straightthrough Express• Enhanced the trade and execution workflow by improving the data integrity of the security master database cutting year to date trade errors by 20% saving $500k in trade error payments• Documented ‘life of a trade’ process using Microsoft Visio which vastly improved the on-boarding process for new hires by cutting the training timeline from 6 months to 3 months• Designed and launched a change management application within SharePoint which allowed internal users to track project milestones; this cut project inquiries by 90%• Completed a full upgrade of the portfolio management environment from Microsoft SQL Server 2000 to Microsoft SQL Server 2005 which greatly improved operational performance

Managed small teams of technicians in the deployment of 10,000+ Windows XP based machines across all Northern California Kaiser Permanente hospitals.