Joseph Shepherd

Joseph Shepherd Email and Phone Number

Sr Data Visualization Developer at H&R Block @ H&R Block
Joseph Shepherd's Location
Blue Springs, Missouri, United States, United States
Joseph Shepherd's Contact Details

Joseph Shepherd work email

Joseph Shepherd personal email

n/a
About Joseph Shepherd

5 years of experience with BI tools, especially Power BI and Looker.Over 15 years of Hyperion development in the tax preparation and banking industries.Specialities: Looker, Power BI, Hyperion Planning, Essbase, Hyperion Workforce Planning, Financial Reports, FDMEE, DRM,and Hyperion Application Link

Joseph Shepherd's Current Company Details
H&R Block

H&R Block

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Sr Data Visualization Developer at H&R Block
Joseph Shepherd Work Experience Details
  • H&R Block
    Sr Data Visualization Developer
    H&R Block Oct 2020 - Present
    Kansas City, Mo, Us
    Admin for on Looker Develop and maintain Role Level Security for over 10k users using SAML and liquid LookMLWorked with Data Engineering on efficient data modelsWorked with Sr Management on dashboard development Worked with Looker to optimize performance across the organizationCreated over 150 reports for Company Field and Franchise Office
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  • H&R Block
    Data Visualization Developer
    H&R Block Jul 2019 - Oct 2020
    Kansas City, Mo, Us
    Admin for on prem Power BI Creating/Maintain Enterprise Data GatewaysCreate/Maintain complex Role Level Security for all levels of Company and FranchiseOversaw move from on prem to AASCreate/Maintain Workspace/Apps for Executive and Field ReportingCreate/Maintain Reports in Looker: Including creating Explores, Models, Views, Measures
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  • H&R Block
    Sr Business Analyst
    H&R Block Aug 2006 - Jul 2010
    Kansas City, Mo, Us
    -Oversaw the loading of data and metadata in System 9 -Gathered and documented user requirements for all projects/upgrades-Assisted in installation Hyperion System 9 including WorkForce Planning-Trained all users on System 9 including WorkForce Planning-Trained two offshore resources on all system processes-Oversaw/supported two offshore resources
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  • Umb Bank
    Sr Financial Analyst
    Umb Bank 2005 - 2007
    Kansas City, Mo, Us
    -Maintained and administered Hyperion Essbase-Created and maintained Hyperion Reports-Maintained and administered Hyperion Planning-Prepared monthly and quarterly board reporting-Completed monthly profitability analysis for all lines of business-Assisted in installation of Hyperion System 9
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  • Dst Systems
    Financial Analyst
    Dst Systems Jun 2002 - May 2005
    Windsor, Connecticut, Us
    -Administration of Hyperion Financial Management system-Quarterly and Yearly Census Reports to US Department of Commerce-Joint Venture Accounting-Monthly Actual/Budget Analysis Reports-Account Reconciliation-Prepared reports for month-end close processes-Prepared monthly, quarterly, and yearly financial reports for Senior Management-Assisted in preparing quarterly and yearly SEC reporting
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  • Dst Systems
    Sr Accounting Coordinator/Team Leader
    Dst Systems Aug 1998 - Jun 2002
    Windsor, Connecticut, Us
    -Managed five team members, including coordination of time-off, performance mapping/reviews on an on-going basis, and disciplinary memo’s as needed-Oversaw 300-500 invoices per month-Coordinated month-end close process and testing efforts-Produced revenue invoices for Mutual Funds-Reconciled accounts on computer based billing system-Arranged client hierarchies-Implemented system testing for enhancements-Aided subsidiary company, located in Boston, MA, with billing process
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Joseph Shepherd Skills

Process Improvement Business Analysis Requirements Gathering Hyperion Planning Essbase Hyperion Reports Drm Financial Analysis Peoplesoft Financial Reporting Business Intelligence Business Process Improvement Requirements Analysis Project Management

Joseph Shepherd Education Details

  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Finance

Frequently Asked Questions about Joseph Shepherd

What company does Joseph Shepherd work for?

Joseph Shepherd works for H&r Block

What is Joseph Shepherd's role at the current company?

Joseph Shepherd's current role is Sr Data Visualization Developer at H&R Block.

What is Joseph Shepherd's email address?

Joseph Shepherd's email address is jo****@****ock.com

What schools did Joseph Shepherd attend?

Joseph Shepherd attended University Of Missouri-Columbia.

What skills is Joseph Shepherd known for?

Joseph Shepherd has skills like Process Improvement, Business Analysis, Requirements Gathering, Hyperion Planning, Essbase, Hyperion Reports, Drm, Financial Analysis, Peoplesoft, Financial Reporting, Business Intelligence, Business Process Improvement.

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