Jim Barnes

Jim Barnes Email and Phone Number

CPA and MCSD Data Engineer driving BI innovation @ Fisher Investments
Portland, OR, US
Jim Barnes's Location
Portland, Oregon Metropolitan Area, United States, United States
Jim Barnes's Contact Details
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

Jim Barnes's Current Company Details
Fisher Investments

Fisher Investments

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CPA and MCSD Data Engineer driving BI innovation
Portland, OR, US
Website:
fisherinvestments.com
Employees:
5129
Jim Barnes Work Experience Details
  • Fisher Investments
    Fisher Investments
    Portland, Or, Us
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  • Fisher Investments
    Data Engineer
    Fisher Investments Aug 2022 - Present
    Plano, Texas, Us
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  • Accenture
    Power Bi Consultant
    Accenture Mar 2022 - Jun 2022
    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.
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  • Mariner Finance
    Business Intelligence Architect 2
    Mariner Finance May 2021 - Mar 2022
    Baltimore, Maryland, Us
    Automating various BI processes using both on-prem and cloud based technologies.
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  • Targit
    Senior Business Intelligence Consultant
    Targit Nov 2020 - Apr 2021
    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.
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  • Bst Global
    Software Engineer - Business Intelligence
    Bst Global Nov 2019 - Nov 2020
    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.
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  • Baycare Health System
    Database Application Developer
    Baycare Health System Feb 2018 - Nov 2019
    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
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  • Modern Business Associates (Mba)
    Database Developer And Dba
    Modern Business Associates (Mba) Dec 2016 - Aug 2017
    ● 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.
  • Cse Insurance Group
    Director Of Business Intelligence
    Cse Insurance Group Sep 2014 - Oct 2015
    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.
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  • Wells Fargo
    Program Management Consultant
    Wells Fargo Feb 2014 - Sep 2014
    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
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  • Federal Reserve Bank Of San Francisco
    Business Intelligence Consultant
    Federal Reserve Bank Of San Francisco Sep 2013 - Feb 2014
    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.
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  • Wells Fargo
    Risk Management Consultant
    Wells Fargo Jul 2013 - Sep 2013
    San Francisco, California, Us
    Supported IT audit activities related to off balance sheet derivative liabilities in response to Federal Reserve audit findings
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  • Esurance
    Senior Manager Of Business Intelligence
    Esurance Feb 2012 - Nov 2012
    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.
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  • Wells Fargo
    Vp, Marketing Database Reporting And Analytics
    Wells Fargo Sep 2006 - Jan 2012
    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.
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  • Wells Fargo
    Project Manager (Contractor)
    Wells Fargo 2004 - 2005
    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.
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  • Chevron
    Pmo Consultant (Contractor)
    Chevron 2004 - 2004
    San Ramon, Ca, Us
    Built IT resource allocation process and supporting tool for IT PMO organization.
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  • Csaa
    Pmo Consultant
    Csaa 2002 - 2004
    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.
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  • Deloitte Consulting
    Manager
    Deloitte Consulting 2000 - 2002
    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.
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  • Lante
    Senior Consultant
    Lante 1997 - 2000
    Us
    Delivered numerous greenfield application development projects for various Bay Area clients.
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Jim Barnes Skills

Business Intelligence Data Warehousing Program Management Analytics Sdlc Crm Business Analysis Vendor Management Strategy Management Enterprise Software Databases Business Process Improvement Sql Sharepoint Integration Leadership Project Management Process Improvement Analysis Data Analysis Microsoft Sql Server Information Management Software Project Management Consulting Data Integration Solution Development Data Modeling Project Portfolio Management Amazon Web Services Accounting Pmo Customer Relationship Management C#

Jim Barnes Education Details

  • San Francisco State University
    San Francisco State University
    Strategy
  • Uc Santa Barbara
    Uc Santa Barbara
    Business Economics
  • California Polytechnic State University-San Luis Obispo
    California Polytechnic State University-San Luis Obispo
    Engineering
  • Golden Gate University
    Golden Gate University
    Software Engineering
  • Uc Berkeley Extension
    Uc Berkeley Extension
    And Management

Frequently Asked Questions about Jim Barnes

What company does Jim Barnes work for?

Jim Barnes works for Fisher Investments

What is Jim Barnes's role at the current company?

Jim Barnes's current role is CPA and MCSD Data Engineer driving BI innovation.

What is Jim Barnes's email address?

Jim Barnes's email address is j.****@****nts.com

What is Jim Barnes's direct phone number?

Jim Barnes's direct phone number is +161231*****

What schools did Jim Barnes attend?

Jim Barnes attended San Francisco State University, Uc Santa Barbara, California Polytechnic State University-San Luis Obispo, Golden Gate University, Uc Berkeley Extension.

What are some of Jim Barnes's interests?

Jim Barnes has interest in Children, Cooking, Backpacking, Rock Climbing, Civil Rights And Social Action, Education, Environment, Hiking, Camping, Disaster And Humanitarian Relief.

What skills is Jim Barnes known for?

Jim Barnes has skills like Business Intelligence, Data Warehousing, Program Management, Analytics, Sdlc, Crm, Business Analysis, Vendor Management, Strategy, Management, Enterprise Software, Databases.

Who are Jim Barnes's colleagues?

Jim Barnes's colleagues are Sree Charan, Taylor Richards, Derek Grissett, Shaun K. Frimpong, Mckenzie Bluhm, Robert Schuse, Colette Oboy.

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