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Jim Barnes Email & Phone Number

CPA and MCSD Data Engineer driving BI innovation at Fisher Investments
Location: Portland, Oregon Metropolitan Area, United States 19 work roles 5 schools
1 work email found @fisherinvestments.com 3 phones found area 612 and 800 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@fisherinvestments.com
Direct phone (612) ***-****
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Current company
Role
CPA and MCSD Data Engineer driving BI innovation
Location
Portland, Oregon Metropolitan Area, United States
Company size

Who is Jim Barnes? Overview

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Quick answer

Jim Barnes is listed as CPA and MCSD Data Engineer driving BI innovation at Fisher Investments, a with 5129 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at fisherinvestments.com, phone signal with area code 612, 800, and a matched LinkedIn profile for Jim Barnes.

Jim Barnes previously worked as Data Engineer at Fisher Investments and Power BI Consultant at Accenture. Jim Barnes holds Mba, Finance, Strategy from San Francisco State University.

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jbarnes@fisherinvestments.com
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Profile bio

About Jim Barnes

Analytical, creative problem solver with depth and breadth of business intelligence technical skills including data acquisition, data integration, reporting, data warehouse design and development, operational and ad hoc report development, and data analysis. Unique mix of skills across IT, accounting/finance, and project management domains. Collaborative, influential leader and skilled individual contributor with ability to work with any level of management or team member in the organization to build consensus and trust.AREAS OF EXPERTISEBusiness Intelligence: data warehousing, data integration, ETL, reporting, and analyticsMicrosoft BI stack: Sql Server, SSIS, SSRS, SSAS, T-SQLProcess automation via technical solutionsProject and Program ManagementAzure and AWS Certified

Listed skills include Business Intelligence, Data Warehousing, Program Management, Analytics, and 30 others.

Current workplace

Jim Barnes's current company

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Fisher Investments
Fisher Investments
CPA and MCSD Data Engineer driving BI innovation
Portland, OR, US
Employees
5129
AeroLeads page
19 roles · 30 years

Jim Barnes work experience

A career timeline built from the work history available for this profile.

Power Bi Consultant

Dublin 2, Ie

Senior Power BI Consultant responsible for establishing Power BI reporting infrastructure for a global service line for Accenture. Deliverables included templatized Power BI model extensible to entire service line client database portfolio, C# scripting to update the model via Power BI TOM API, PowerShell scripting to deploy and manage Power BI workspaces and deployment process via Power BI REST API. Technologies and tools include Power BI desktop, Power BI service, Power Query, M, DAX Studio, DAX, XMLA, TMSL, Azure SQL Database, SQL, Powershell, Visual Studio, C#. Full life cycle, greenfield project.

Mar 2022 - Jun 2022

Business Intelligence Architect 2

Baltimore, Maryland, Us

Automating various BI processes using both on-prem and cloud based technologies.

May 2021 - Mar 2022

Senior Business Intelligence Consultant

Aalborg, North Denmark Region, Dk

Implemented Targit proprietary BI platform at client sites. Supported existing client implementations including SSIS, SSAS, T-SQL, SQL Server based solutions as well as Targit proprietary BI stack tools. Built some API integrations for existing clients to expand the data available to enrich on-prem data.

Nov 2020 - Apr 2021

Software Engineer - Business Intelligence

Tampa, Fl, Us

Production support and troubleshooting for numerous client SQL Server databases, SSAS OLAP cubes, and SSIS ETL jobs. Developed numerous custom solutions for clients on top of BST Enterprise ERP system using internal BST development tools and Powershell. Upgraded numerous client BI artifacts to current release version including SSAS tabular models and PowerBI reports.

Nov 2019 - Nov 2020

Database Application Developer

Clearwater, Florida, Us

● Production support for Florida State Reporting database application. Implemented fixes and enhancements per customer requests, Automated SSIS processes to enable customer self service.● Turned around and managed contentious client relationship.● Contract was renewed. Developed second generation FSR application.● SQL Server, Advanced T-SQL, SSIS, XML SPY, Red Gate tools

Feb 2018 - Nov 2019

Database Developer And Dba

Modern Business Associates (Mba)

● Built DWH and ETL to load data from cloud based ASP. SOAP. xquery, TSQL, SQL Server 2016, XML Spy.● Built DevOps CI/CD POC process and environment with Redgate and APEX tools, GIT, Jenkins, Octopus, BitBucket and Bamboo.● Built SSIS packages and SQL Agent jobs to automate business processes and data acquisition.● Introduced SSRS to the company.

Dec 2016 - Aug 2017

Director Of Business Intelligence

Walnut Creek, Ca, Us

Developed overall BI roadmap. Established BI Governance processes.Managed a team of BI developers in delivering key projects to the organization. Collaborated with key stakeholders across the organization in achieving coordinated BI strategy.

Sep 2014 - Oct 2015

Program Management Consultant

San Francisco, California, Us

Managed 2 programs of work concurrentlyWeb Analytics program – created processes and tools to support operationalizing web analytics framework across Wholesale Internet channel application portfolio.Project Portfolio Management program – managed shakeout of PPM tool and subsequent vendor selection process for new PPM tool

Feb 2014 - Sep 2014

Business Intelligence Consultant

San Francisco, Ca, Us

Designed and developed BI solutions related to bank risk analysis and network security monitoring.Served as Microsoft BI and database SME for SharePoint development team.

Sep 2013 - Feb 2014

Risk Management Consultant

San Francisco, California, Us

Supported IT audit activities related to off balance sheet derivative liabilities in response to Federal Reserve audit findings

Jul 2013 - Sep 2013

Senior Manager Of Business Intelligence

San Francisco, Ca, Us

Managed the BI organization for Esurance, consisting of 23 full time and 10 offshore contract resources. Designed reporting platform strategy and execution plan for consolidating/retiring 5 legacy end of life reporting applications onto SSRS platform. Developed innovative approach for calculating Unearned Premium based on audit findings. Lead migration of legacy VSS database to TFS and updated database deployment process.

Feb 2012 - Nov 2012

Vp, Marketing Database Reporting And Analytics

San Francisco, California, Us

Business Intelligence Capability Development ManagerBuilt the business intelligence function for the call center sales channel for Wells Fargo Advisors Lead/developed a SQL Server based sales and marketing data mart from scratch, integrating 18 upstream systems (including Oracle, DB2, Teradata and other sources) to paint a complete end to end picture of the call center sales operation from lead generation through account opening,funding, bank cross sell, and customer satisfaction.Developed customer segmentation experiment and related analytics to determine effect of Customer Profiling Model script on call center operations. Model was adopted based on experiment results and script was deployed across the entire organization, fundamentally changing howcall center reps interact with customers on initial contact.Developed operational and executive reporting packages delivered through self-service, ad hoc, scheduled subscription, and concierge modes, tailored to consumer requirements Implemented all layers of the Microsoft BI stack (SSIS, SQLServer, SSAS, SSRS) on SQL 2008 R2 as well as Power Pivot cubes, Tableaudashboards, and SharePoint distribution • Implemented automated data qualitytool for testing data integrity and validity • Built relationships with key ITstakeholders, marketing partners, and executive managementBI Application ManagerLead BI application development team supporting cross sell BI reporting application in Wells Fargo Wholesale Technology GroupSenior Project Manager- Wells FargoDeveloped cross sell activity valuation model. Presented the model to seniormanagement to gain organizational support for International Cross SellStrategies strategic projects, including “Gold Rush to Cross Sell” Incentivecompensation plan.

Sep 2006 - Jan 2012

Project Manager (Contractor)

San Francisco, California, Us

Fraud Prevention Group – Online Bill Pay Assessed current state of the market for fraud detection and prevention software. Implemented code hardening and testing tool, enhancing security practices of bill pay development team. Managed vendor selection process for Bill Pay business intelligence platform Program Management Office – Online Customer Service Group Facilitated weekly project enhancement/integration sizing meetings. Coached technical managers on building project business cases/NPV analysis. Developed master project list for annual funding approval process.

2004 - 2005 ~1 yr

Pmo Consultant (Contractor)

San Ramon, Ca, Us

Built IT resource allocation process and supporting tool for IT PMO organization.

2004 - 2004

Pmo Consultant

Walnut Creek, Ca, Us

PMO Consultant- CSAADeveloped a current state SWOT analysis for enterprise PMO organization and subsequent reorganization plan. Presented the plan to the executive committee (C level). Plan was adopted and reorganization subsequently completed.Created the project portfolio master schedule and process.Created a scoring model for assessing project alignment with corporate objectives.Developed project budgeting, cost tracking and reporting tools, and standardizedperformance reporting package for all portfolio programs and projects.

2002 - 2004 ~2 yrs

Manager

Worldwide, Oo

Provided project management and technical leadership to joint client consultantteams in delivering business value through large technical project implementations. Leadership responsibilities included client relationship management, business development, staff development, and recruiting. • Established a PMO for a large network security program ($24MM) for a national health insurer. Developed security risk mitigation scoring model to measure program progress • Managed a team of 18 Deloitte consultants in delivering a large B2B systems integration program.

2000 - 2002 ~2 yrs

Senior Consultant

Us

Delivered numerous greenfield application development projects for various Bay Area clients.

1997 - 2000 ~3 yrs
Team & coworkers

Colleagues at Fisher Investments

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5 education records

Jim Barnes education

Mba, Finance, Strategy

San Francisco State University

Ba, Business Economics

Uc Santa Barbara

Engineering

California Polytechnic State University-San Luis Obispo

Ms Coursework, Software Engineering

Golden Gate University

Certificate, Systems Analysis, Design, And Management

Uc Berkeley Extension
FAQ

Frequently asked questions about Jim Barnes

Quick answers generated from the profile data available on this page.

What company does Jim Barnes work for?

Jim Barnes works for Fisher Investments.

What is Jim Barnes's role at Fisher Investments?

Jim Barnes is listed as CPA and MCSD Data Engineer driving BI innovation at Fisher Investments.

What is Jim Barnes's email address?

AeroLeads has found 1 work email signal at @fisherinvestments.com for Jim Barnes at Fisher Investments.

What is Jim Barnes's phone number?

AeroLeads has found 3 phone signal(s) with area code 612, 800 for Jim Barnes at Fisher Investments.

Where is Jim Barnes based?

Jim Barnes is based in Portland, Oregon Metropolitan Area, United States while working with Fisher Investments.

What companies has Jim Barnes worked for?

Jim Barnes has worked for Fisher Investments, Accenture, Mariner Finance, Targit, and Bst Global.

Who are Jim Barnes's colleagues at Fisher Investments?

Jim Barnes's colleagues at Fisher Investments include Abbey Hipple, Eric Qualheim, Krish Dave, Eilidh Edmiston, and Jasmine Robinson.

How can I contact Jim Barnes?

You can use AeroLeads to view verified contact signals for Jim Barnes at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Jim Barnes attend?

Jim Barnes holds Mba, Finance, Strategy from San Francisco State University.

What skills is Jim Barnes known for?

Jim Barnes is listed with skills including Business Intelligence, Data Warehousing, Program Management, Analytics, Sdlc, Crm, Business Analysis, and Vendor Management.

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