Jim Kelley

Jim Kelley’s professional career spans more than 25 years and includes all aspects of financial planning, reporting and data analyses. Over his career he’s gone from analyst roles in the banking and finance industry to the role of manager of market risk in the oil and gas industry to director of finance in corporate property management. His experience and depth with spreadsheets and relational database systems eventually led him to Power Pivot and PowerBI, recognizing that the evolution of today’s data modeling tools is so revolutionary that he’s committed full time to helping others embrace a new generation of data analysis and business intelligence.

Experience

Manager, Business Intelligence and Analytics

• Company Name JLL
• Dates EmployedAug 2018 – Present
• Employment Duration10 mos
• LocationGreater Seattle Area
• Microsoft Power BI Developer, JLL Healthcare

Principal Consultant

• Company Name PowerPivotPro
• Dates EmployedJan 2018 – Aug 2018
• Employment Duration8 mos
• LocationSeattle, WA

Director, Finance

• Company Name JLL
• Dates EmployedApr 2015 – Dec 2017
• Employment Duration2 yrs 9 mos
• LocationGreater Seattle Area

Middle Office Operations Manager

• Company Name US Oil & Refining
• Dates EmployedNov 2009 – Apr 2015
• Employment Duration5 yrs 6 mos
• LocationTacoma, WA

Monitored energy trading transaction activity, analyzed mark-to-market valuation of physical commodities and derivatives, and helped implement hedging strategies in an effort to ensure the company's risk policy and guidelines.

Lead Strategy Analyst

• Company Name WaMu
• Dates Employed2006 – Oct 2009
• Employment Duration3 yrs

Sr. Treasury Risk Analyst

• Company NameHomeStreet Bank
• Dates Employed2005 – 2007
• Employment Duration2 yrs

Sr. Treasury Risk Analyst

• Company Name Washington Mutual
• Dates Employed2001 – 2005
• Employment Duration4 yrs

Sr. Financial Analyst

• Company Name First Security Bank
• Dates Employed1996 – 2001
• Employment Duration5 yrs
• LocationSalt Lake City

Commercial Credit Analyst

• Company NameFirst National Bank of Commerce
• Dates Employed1995 – 1996
• Employment Duration1 yr

Research Analyst

• Company Name Federal Reserve Bank of St. Louis
• Dates Employed1991 – 1993
• Employment Duration2 yrs

Education

Texas A&M University Degree NameMS Field Of StudyFinance Dates attended or expected graduation 1993 – 1995

University of Wisconsin-Eau Claire Degree NameBS Field Of StudyMath and Economics Dates attended or expected graduation 1987 – 1991