Shane Stephens Email & Phone Number

Richardson, Texas, United States

Dallas, Texas, United States

Dallas, Texas, United States

• Enhanced and maintained a complete contractual reporting stack of over 300 Microsoft SQL reports and operational report workflow for 10 operational groups while managing a team of 4 SQL report developers.• Built from the ground up a Tableau Dashboard stack to replace many of the SQL reports for real time reporting and daily monitor of crucial operational metrics.• Produced timely and accurate financial and operational analyses in a complex and growing organization through Tableau dashboards, Tableau Prep data models, Power BI dashboards and Microsoft SQL reporting solutions (SSRS and SSIS).• Worked with IT professionals and department leaders to migrate existing SQL Datawarehouse to Azure(Cloud) and maintain departmental business critical reporting during the migration.• Implemented a standardized reporting process/error reporting/SQL code development guidelines for income generating 340B (government reduce drug pricing program) claim data reporting to 20+ external clients.• Provided business case documentation (LOE estimation, business cost and implementation timelines) for migration of Tableau dashboards into Power BI.• Assisted the finance manager with daily, weekly, and monthly reporting requirements.• Contributed to ad hoc analytical projects as necessary within and beyond my primary area of focus.• Independently developed new Excel models, charts, graphs, and procedural documents as necessary.

Richardson, Texas, Usa

Boeing• Served as the subject matter reporting expert for aircraft industry part procurement process applying Six Sigma and Lean methodologies, performing root cause analysis, and implementing tools for senior leadership consumption.Facebook – Workforce Management• Created consolidation work arounds for large data sets in excess of 1,000,000 + lines of data in Excel for time on system and production accuracy reports in a very strict clean room environment.• Took a leadership role in the testing of, roll out, training and follow up with key stake holders (internally and externally) of two time management systems for 1,800+ employees.• Updated upper management stakeholders through a weekly power point deck (internally and within the client organization) to discuss reporting solutions and findings for site in Richardson, TX and Jacksonville, FL.• Was integral in the company testing of, roll out and of Power BI for data visualization of daily metrics for operational leadership consumption.• Continually mentored 10+ junior team members on Microsoft Excel and daily reporting tasks.USAA Mortgage• Served as the subject matter reporting expert for an end-to-end loan origination applying Six Sigma and Lean methodologies, performing root cause analysis, and implementing tools to drive process improvements for four operational departments; Processing, Closing, Underwriting and Quality Assurance across three office locations; Irvine, CA, Richardson, TX and Jacksonville, FL.• Worked with key stakeholders to gather and document business requirements (BRDs) for a library of self-service reports through the use of custom VBA programming and performed routine maintenance of reporting package.

Fort Worth, Texas, Usa

• Created upper level management weekly reporting deck through user defined formulas, pivot tables and charts that reduced preparation time by 62% and highlighted key performance indicators.• Developed a Microsoft Excel front end loan processing checklist for documentation, regulatory compliance and ease of use for existing and new production loans.• Updated credit matricies and documentation list that reduced overall team reporting errors, package preparation and compliance package review time by 47%.

Lewisville, Texas

• Developed a Microsoft Access database for reporting and research of atonement and ongoing validation loans that reduced overall team reporting error ratio by 34%, reduced preparation and reconciliation time by 47%.• Performed reconciliation and recuperation of escrow and corporate advance differences, loan level balancing and reconciliation to recoup in excess of $4 million.• Directed 8 associates for an internal illogical conditions reduction project that reduced population by 51%.

Dallas, Texas, Usa

Provided underwriting and financial analysis (using DSCR and LTV thresholds) according to life insurance company underwriting guidelinesCompiled operating statements, rent rolls, aerial photos, surveys, C.O.’s, appraisals, property condition reports, maps, market analysis, lease abstracts and inspections of subject properties into loan submission packages for loans totaling in excess of $1 billion

Addison, Texas, Usa

• Assisted in the preparation of new multifamily business development proposals and comprehensive offering memorandums.• Provided in-depth multifamily market analysis including compiling data on comparable rental and sales transaction details in support of underwriting assumptions.• Performed research on tenant background and credit worthiness/search.• Wrote supporting text to the financial analysis and tenant summaries section of proposals and offering memorandums ("note to cash flow").

Dallas, Texas, Usa

• Analyzed hundreds of commercial office leases and performed disposition analysis for hundreds of thousands of square feet of commercial office property.• Compiled national market data and site selection possibilities for Fortune 500 real estate decision makers.• Perform in depth financial lease analysis and real estate investment analysis.• Interfaced with corporate executives and mid-management decision makers to facilitate real estate transaction processes, providing site research, demographic studies, space disposition, corporate budget estimates and contract negotiation for clients.• Utilized proprietary and industry standard software to render financial analysis models.

Bba, Real Estate

Activities and Societies: UNT Real Estae Club (President)

Diploma, General Studies

Activities and Societies: Band, Baseball