Keith R Shaffer

 

KEITH R. SHAFFER 

5108 W. 158^th St.                                   E-mail: kshffr12@gmail.com              Cell:  (816) 914-5558

Overland Park KS, 66224                                        Residence:  (913) 402-1656

 

Qlikview Design and Development. Writing and building reports used for financial decision making and completing operational processes. Project leadership. Report creation and analysis. Experience writing business requirements, evaluating business processes, communicating with staff, and ability to organize schedule to handle multiple projects simultaneously. Data Mapping: Multiple Sources to one Target. Vast knowledge in MS Excel(VBA, Pivot Tables, reporting, etc.) and MS Access(VBA, SQL, DB design, Data Mining. Data Warehousing.) SQL Server 2008 scripting, ETL. Securities processing, account reconciliation, and cash management. 16+ years experience in the Banking, Financial, and Real Estate Industries.

 

PROFESSIONAL EXPERIENCE

 

Convergenz, LLC              2/2013 – Present

Data/Business Analyst

Ericsson

·            Data Analytics, Report Analytics, Project Management

·            MS Excel, MS Access(2010), report creation

 

Ciber, Inc.              8/2012 – 2/2013

Sr. Business Intelligence/Analytics Consultant             

Lockton, Inc. Kansas City, Mo

·            Qlikview Design, Development

·            SQL scripting, data analysis.

·            Created FACT tables, designed Qlikview Dashboards, documented Qlikview scripts

 

LPS MLS Solutions, Olathe, Ks              7/2010 - 8/2012

Data Analyst, Implementation

·            Data mapping(Altova Mapforce), Data analysis, Metadata analysis

·            Mapped data from multiple sources to one target. Converted data using Mapforce.

·            Data profiling, assessment, discrepancy resolution, ETL.

·            SQL server 2008, SSIS(Import/Export of data files to production and test environments)

·            QA report creation and support, Excel 2010, Access 2010, XML.

·            Created client data mapping review report using SSIS, MS Excel, MS Access, and MS Word

 

Indymac Mortgage Services Kansas City Mo              3/2005 – 9/2009

A division of OneWest Bank, FSB

Sr. Reporting Analyst

Database design, development and support, report creation and analysis. MS Excel 2007, Access 2007, Sharepoint, ODBC, Pivot Tables, SQL, and VBA.

·            Procedural improvement and process automation through use of analysis, research, communication, Access, Excel, Pivot Tables, ODBC, VBA.

·            Data profiling, assessment, analysis.

·            Continually provided adhoc or reoccurring (daily, weekly, monthly, quarterly, annually) reports for the purposes of allowing management to make data driven decisions.

·            Designed and provided end user support for several auditing/process MS Access database applications used in documenting QA and Loan Modification process.

·            Collaborated with executive management, internal customers and business partners to evaluate information/data needs.

·            Provided training and documentation for users of application/reports. Reviewed other Analysts’ work for accuracy and provided guidance when needed.

·            Created personal knowledge base of all tables, fields, data types of all data used in each report or application created and supported in order to expedite the adhoc report process.

 

Assessment Technologies Institute, llc., Overland Park KS              3/2004-9/2004

Systems Design Coordinator

Project management, Documentation, Software Licensing, MS Access 2003, MS Excel 2003, HTML.

·            Composed testing scripts for updates to website and other software systems.

·            Organized and documented Software licensing compliance

·            Organized and documented Beta testing results

·            SQL database support, SQL Query Analyzer, Active Directory

·            Provided application support as needed during client usage periods

 

 

State Street Corp., Kansas City, Mo                                        1/1995 – 8/2003

Project Analyst

Project manager for development of internal and external applications and databases using applications such as MS Access, Excel, VBA, SQL, and Crystal reports. Responsible for all levels of the project life cycle. Extracting data from Bloomberg, AS400, DB2.

·         Process Automation using Access, Excel, VBA, Crystal Reports, Word, Lotus.

·         Enhanced current holdings database to include monthly client billing process. This process saved 2 to 4 hours of processing each month. Adapted process to be used across three accounting platforms.

·         Developed monthly and quarterly reporting database, which produced and transmitted reports to many different data collection agencies.

·         Communicated daily with internal and external clients to gather information needed to complete all tasks.

·         Developed/supported pricing database, which allowed manual entry of daily prices to be uploaded to a particular accounting platform and transmitted to client.

·         Completed several projects which reduced processing time up to 15 hours each.

·         Data analysis.

 

Account Manager

Managed up to 6 directs reports in the Custody Department, which was responsible for daily trade processing, cash projection, and client and broker contact. Conducted semi-annual and annual reviews. Reviewed and approved daily securities trade activity.

·         Managed client relationships.

·         Oversaw wide variety of trade issues including security share, dollar, broker, and settlement.

·         Developed application which compiled monthly trades for entire client base to be used for executive level reports well as client billing. Process time was cut by 15 hours down to 1 hour.

 

Customer Service Supervisor

Managed 4 to 6 direct reports and up to 12 indirectly in the Debit Card Department. Handled daily inquiries from clients and customers regarding debit card issues. Conducted semi-annual and annual reviews for direct reports. Used FDR system for processing debit transactions.

·         Enhanced the monthly client report. Added efficiencies such as data entry ports/windows, automated calculation buttons, etc.

·         Managed the reissue/mailing of up to 30,000 debit cards, ensuring proper name was on the cards as well as correct mailing address.

 

Custody Administrator

Daily client, broker, and trader contact to resolve or complete trades. Reconciled daily bank statements. Provided cash availability to client on a daily basis.

·         Produced and analyzed monthly billing of management fees.

·         Entered and verified trades valued from $200 million to $700 million on a daily basis.

·         Developed trade processing application using MS Excel which saved 60 man hours per month.

·         Trained fund manager on the details of option trading.

 

DST Systems Inc, Kansas City, Mo              8/1993- 1/1995

Sr. Mutual Fund Representative

Handled shareowner inquiries. Completed daily phone statistics report.

·         Series 6 licensed.

 

EDUCATION/Training

·         Qlickview - Design, Developer

·         MA, Business Administration, Avila College, Kansas City, Mo., (15 credit hours remaining)

·         BS, Business Management, William Jewell College, Liberty, Mo., 1989