James Phillips
McKinney,TX
Summary
Seasoned Chief Information Officer with 26+ years of industry experience. Committed to keeping abreast of cutting-edge IT systems and devising technology strategies in line with organizational goals. Boasts considerable proficiency in Digital Transformation, Data, Analytics, AI, Compliance Frameworks, Cloud Adoption, and DevOps. Demonstrates a proven history of achievements across diverse sectors, notably FinTech, SaaS, Banking, and Healthcare.
Overview
14
14
years of professional experience
4
4
years of post-secondary education
Work History
Chief Information Officer (CIO)
REV.IO
Atlanta, GA
01.2021 - 7 2024
- Directed strategic initiatives for Security, Data Technology, Cloud Modernization, Data Analytics, and Compliance
- Oversaw Engineering, QA, and Application Architecture as CTO
- Implemented job expectations, activity models, progression models, and management inspection across all teams
- Ensured compliance with regulatory standards such as PCI, ISO27001, and SOC2 across all systems
- Led reduction of bug rates from over 40% to average of under 3% in first 9 months
- Successfully expanded technology team, filling over 40 positions during challenging job market of 2021-2022 with less than 5% voluntary turnover
- Implemented Organizational SDLC and technology vertical specialization
- Launched rev.io Analytics in 3 months providing customers with insight to their AP/AR, Payments and SLA’s previous not available
- Implemented ITIL Incident Management process and workflows for entire organization
- Migrated all applications and infrastructure from on-premise to Azure in 6 months
- Established new departments including Quality Assurance, Analytics, Data Engineering, Application Architecture, Cloud/Infrastructure, DevOps and Database Management that resulted in high quality releases, faster time to market and uptime over 99.999%
- Spearheaded cloud migration initiatives, resulting in increased scalability, flexibility, and cloud cost reduction of 37%.
- Evaluated emerging technologies to identify potential competitive advantages for adoption within company's strategic roadmap.
Vice President Corporate IT / Solutions Architect
MIZUHO SECURITIES
New York City, New York
12.2016 - 12.2020
- Set corporate direction for Data Platform modernization, including the implementation of Azure Data Lake, Snowflake on Azure, adoption of Azure SQL Managed Instance, and replacement of SSIS with Azure Data Factory with standardized Python scripting
- Architected Data Acquisition solution using SQL 2019 Big Data Clusters
- Set company direction for Cloud Data Platform
- Acted as Cloud Architect from 07/2017 – 12/2020
- Designed On-Prem to Cloud Disaster recovery using Azure Site Recovery
- Oversaw teams including Database Performance, Continuous Integration/Continuous Delivery (CI/CD) for all application development pipelines, Cloud Data Migration, Cloud Data Archive, Secure Coding, and Snowflake Migration
- Managed multiple teams and concurrent projects with an annual budget of over $25 Million USD.
Data Practice Lead
SOHO DRAGON
New York City, New York
09.2016 - 12.2016
- Collaborated with CEO to set direction for the Data Practice
- Coordinated and led client calls, architecting solutions for potential customers
- Created Statements of Work that included full proposals, solution, timelines, resources, and costs
- Delivered CI/CD solution for SQL Server and SSIS for large financial client.
VP Technology / Acting CTO
I.PREDICTUS
Cedar Knolls, New Jersey
06.2015 - 08.2016
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Managed all technical staff (6 in-house, 6 offshore)
- Managed all aspects of offshore development partner relationship, including task prioritization, system architecture, and contract
- Oversaw all technical innovations (Application, Database, Infrastructure)
- Implemented and architected new product for Data Warehousing solutions
- Implemented and architected data visualization platform and integration with Power BI
- Implemented Agile Scrum and centralized management in JIRA (reduced bug release rate from 54% to 7%)
- Implemented Source control and continuous development integration
- Implemented database development standards
- Architected solution that resulted in 70% improvement in daily ETL operations
- Implemented SOX and PII compliance testing
- Implemented technology plan and standardized processes and controls for Marketsmith
- Negotiated contract with outside IT vendors, reducing costs by 37%.
Sr. Consultant / Client Team Lead
PRAGMATICWORKS
Jacksonville, FL
12.2014 - 06.2015
- Technically managed multimillion-dollar account with over 5 consultants
- Provided technical leadership for all Database and Business Intelligence projects
- Taught SQL Server Performance Tuning Workshop
- Liaised with Microsoft for Power BI training and client demonstrations.
- Mentored junior consultants, helping them enhance their skills and contribute more effectively to projects.
- Exceeded customer requirements with accurate and deliverable solutions.
Database Consultant
KPMG
Montvale, New Jersey
09.2014 - 12.2014
- Responsible for performance tuning and database Design for all database objects for strategic tax application that saw over 50x improvement in performance for database stored procedures.
- Performed POC on Big Data solution that included APS and Hadoop
- Taught classes to developers on T-SQL best practices and Database Design Patterns.
Sr. Bi Consultant
PRAGMATICWORKS
Jacksonville, FL
02.2013 - 09.2014
- Responsible for teaching several different online and in-person classes: SSIS, Self Service BI, Tabular, and Power Pivot
- Delivered complete end-to-end BI solutions to clients, including Data Warehouse design, ETL, Analytics, Reporting, and Dashboards using Microsoft Technologies (RDBMS, T-SQL, SSIS, SSAS, SSRS, and SharePoint) for over 30 clients
- Source data came from many different sources i.e. (SQL, DB2, Oracle, Mainframe, flat files, PDW, Mongo, Hadoop, etc.).
- Enhanced data-driven decision making by developing and implementing BI strategies and solutions for clients
- Managed multiple concurrent BI projects, ensuring timely delivery within budget constraints.
Lead Consultant
MAGENIC TECHNOLOGIES
Boston, Massachusetts
11.2011 - 02.2013
- Completed 6 Month SSIS upgrade project from SQL 2005 to SQL 2008 R2 for the healthcare industry
- Completed a project that required Architecting a Data Warehouse, Analysis Services Cubes, and Dashboards for ongoing engagement with Financial Services Client
- Upgraded SSIS from SQL 2008R2 to SQL 2012 for ongoing Financial Services Client
- Architect and interim manager for a large BI SQL 2012 based project to encompass reporting, Data Warehouse, and Analysis Services for a large Education Client.
- Developed custom solutions based upon clients' strict requirements.
- Mentored junior consultants, improving their skills and knowledge through hands-on coaching and guidance.
Sr. BI Developer
WB MASON
Brockton, MA
07.2011 - 11.2011
- Architected new Data Warehouse, using Kimball methodology, for Sales, Warehouse/Fulfillment, Financial, and Margin Management Needs
- Developed SSIS packages to load Data Warehouse from Dynamics AX together with other SQL and file sources
- Created POC using SQL 2008 R2 SSAS, SSRS, and SharePoint with Performance point, Excel Services, and Reporting Services in SharePoint Integrated mode
- The purpose of the goal was to show sales management dashboards and reports with security at the sales hierarchy level.
- Improved overall efficiency by mentoring junior developers in best practices for BI development and report writing.
BI Consultant (Contract)
PEARSON PUBLISHING
Boston, MA
01.2011 - 07.2011
- Developed SSIS ETL’s for Staging and Data warehouse pulling from Sybase, Oracle, SQL Server, and various flat files
- Developed Analytical Cubes using SQL 2008R2 Analysis Services to support order and delivery analysis for customized products
- Developed Reporting Services Report Models for use with both data warehouse and Cubes for Ad-Hoc reporting.
Development Manager
FIS
Maitland, FL
01.2007 - 01.2011
- Managed a Staff of 25+ Developers for 6 Applications with regular quarterly releases
- Insured Policies and Procedures are followed and handle Internal and External Audits for SDLC
- Developed BI Solution for General Ledger Analytics utilizing SQL 2005 Analysis Services, Integration Services, and RDBMS
- This solution was released and is now in production with almost 50 customers
- Developed BI Solution for Lending Risk, which took in several sources of data and created KPI’s and dashboards to give financial institutions the ability to properly analyze cause and effect of failed loans and bank policies
- This solution utilized SQL 2005 Analysis Services, Integration Services, and RDBMS with dashboards being done in MOSS
- Architected new Offline Teller Solution to supplement current Teller which is iSeries based
- New solution is utilizing a distributed architecture with a .NET Request Broker Data Service for Communication with iSeries, C#.NET Windows Application, and SQL Server 2005 Backend
- New solution provides streamlined communication to iSeries with over 400% performance increase to previous application.
Education
High School Diploma -
Wallkill Valley Regional High School
Hamburg, NJ 09.1993 - 06.1997
Skills
Executive Leadership
Technology Vision
IT Compliance
Data Analytics
Data Analysis
Digital Transformation
Data Security
Information Security
Infrastructure Planning
Budget Administration
Disaster Recovery
Artificial Intelligence
Timeline
Chief Information Officer (CIO)
REV.IO
01.2021 - 7 2024
Vice President Corporate IT / Solutions Architect
MIZUHO SECURITIES
12.2016 - 12.2020
Data Practice Lead
SOHO DRAGON
09.2016 - 12.2016
VP Technology / Acting CTO
I.PREDICTUS
06.2015 - 08.2016
Sr. Consultant / Client Team Lead
PRAGMATICWORKS
12.2014 - 06.2015
Database Consultant
KPMG
09.2014 - 12.2014
Sr. Bi Consultant
PRAGMATICWORKS
02.2013 - 09.2014
Lead Consultant
MAGENIC TECHNOLOGIES
11.2011 - 02.2013
Sr. BI Developer
WB MASON
07.2011 - 11.2011
BI Consultant (Contract)
PEARSON PUBLISHING
01.2011 - 07.2011
Development Manager
FIS
01.2007 - 01.2011
High School Diploma -
Wallkill Valley Regional High School
09.1993 - 06.1997
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