John M. Purves, MBA, CPO, CSM, SCSM

LinkedIn https://www.linkedin.com/in/john-purves-b6723a1/

Email: adwpbx@r.postjobfree.com

Summary of qualifications

Proven abilities in strategic planning, managing projects, improving efficiency of operations and team building. Quickly grasps complex concepts, analyzes, and interprets ideas into logical strategy. Able to identify areas of strength and weakness and implement company policies, standards, changes in operation, and systems that optimize productivity and the bottom line.

Professional experience

October 2022 – February 2023- FINRA (Remote- Rockville, MD)

Technical Program Manager-Workforce Planning & Job Architecture (Contractor)

Job Scope – Program Manager for two workstream teams launching a new Workforce Planning Optimization program in Workday, integrated with Adaptive and FINRA’s Job Architecture initiative. Manage the programs activities, as assigned and within the parameters of cost, quality, schedule, and objectives. Work independently and with third party vendors to survey and deliver “best in class” programs. Responsible for project communications leveraging and guiding COM and Change Management team’s efforts announcing product roadmap, milestones/ dates. Assist in developing business case justification for new features in upcoming releases and present the same to senior leadership. Assist Senior Director in requested daily, weekly, and monthly reporting and updates to Portfolio leadership and stakeholders.

Obtained executive approvals to submit the business case and deliver the Workday features and dashboards.

Working with Senior Leadership and Product Manger completed product RACI to manage the effort.

Created RAID logs for the team to manage the programs.

January 2022 – October 2022- Equinix (Remote- Redwood Shores, CA)

Technical Product Manager-Digital Experience III (Contractor)

Job Scope - Product Manager for SAFe team launching a new HR Service Now onboarding module for Equinix’s global team and contingent workers. Sunset key features and reporting from Workday client to Service Npw.

Manage the project, initiation through closeout, as assigned and within the parameters of cost, quality, schedule, and objectives. Work independently, and mentor other product owners. Responsible for project communications including the maintenance of the product roadmap, milestones/ dates. Manage development efforts via Jira. Create user stories. Lead and participate in Agile ceremonies. Provide daily guidance and Scrum support to third party vendor to deliver MVP of global onboarding platform. Develop business case justification for new features in upcoming releases and present the same to senior leadership. Responsible for daily, weekly, and monthly reporting to Portfolio leadership and stakeholders. Build HR personas to enable activity set creation for onboarding enablement.

Organized and directed global UAT efforts to enable go-live of our software, including writing test scripts, daily reporting of pass/fails and defects through two sponsored daily working sessions for our teams.

July 2021 – January 2022- Ernst & Young (Remote- London, UK)

Scaled Agile Product Owner – PAAS Mobility Pathway -Tax (Contractor)

Job Scope - Product Owner for SAFe team bringing new product functionality to global customers of Ernst & Young. Manage IT projects, initiation through closeout, as assigned and within the parameters of cost, quality, schedule, and objectives. Work independently, and mentor other project managers. Responsible for project communications including the maintenance of the product roadmap, milestones/ dates. Manage development efforts via Azure Dev Ops. Create user stories, lead and participate in Agile ceremonies, develop business case justification for new features and present the same to senior leadership. Responsible for daily, weekly, and monthly reporting to Portfolio leadership and stakeholders.

February 2021 – July 2021- Humana (Remote- Lexington, KY)

Agile Product Owner – FP&A (Contractor)

Job Scope - Product Owner for financial software for the FP&A group. Focused on enhancement and modernization of current platforms, while moving Oracle on-prem solutions to the Cloud (i.e. FDMEE, EPM, OIC, Essbase, Smartview etc.) Manage IT projects, initiation through closeout, as assigned and within the parameters of cost, quality, schedule, and objectives. Work independently, and mentor other project managers. Responsible for the pursuit of cost reductions and maximizing value on all assigned projects. Responsible for project communications and required negotiations with internal and external organizations. Directly accountable for the management of projects with an aggregate annual cash flow of over $500K. Manage development efforts via Azure Dev Ops, BI and Service Now (SNOW). Create user stories, lead and participate in Agile ceremonies, develop business case justification for new features and present the same to senior leadership. Responsible for monthly reporting to Portfolio leadership and stakeholders.

April 2020- December 2020- Exelon (Remote- Baltimore, MD)

Agile Product Owner- eChannels, (Contractor)

Job Scope - Product owner of customer-facing self-service platforms. Focused on enhancement of current platforms.

Manage IT projects, initiation through closeout, as assigned and within the parameters of cost, quality, schedule, and objectives. Provide leadership for IT project team members and the Project Management process on projects requiring integration of multiple functional organizations. Work independently, and mentor other project managers. Responsible for the pursuit of cost reductions and maximizing value on all assigned projects. Responsible for project communications and required negotiations with internal and external organizations. Directly accountable for the management of projects with an aggregate annual cash flow of over $3 million. Manage development efforts via Azure Dev Ops. Provide daily guidance and Scrum support to third party vendor to deliver MVP of customer facing portal and Chatbot. Create user stories, lead and participate in Agile ceremonies, develop business case justification for new features and present the same to senior leadership.

Working with both domestic and off- shore teams. managed the ideation, user story creation, cadence, and release of the BGE AI chat bot for BGE’s web portal.

December 2019- April 2020 – Bentley Engineering Software (Exton, PA)

Senior Reporting Accountant (Contractor)

Job Scope – Provide reporting guidance to senior leadership and staff in internal and external reporting. Mentor client’s staff and present new processes to client’s team. Using the WDesk (Workiva) software solution, build SEC reporting documents from start to finish. Create XBRL extended taxonomies, mapping documents and a complete tagging solution for SEC reporting. Edit Financial Notes Disclosures in 10Qs and 10Ks for changes. Where appropriate assist in the timely filing of the same.

July 2014- March 2019 Oracle Software (Remote- Stamford, CT)

Principal Product Manager – Hyperion EPM / Narrative Reporting

Job Scope – Lead a team that acts as the central resource and driving force for the design, process, test, quality and

marketing of Cloud product(s) as they move from conception to distribution. Organize interdepartmental activities ensuring completion of the project/product on schedule and within budget. Specify, design and implement moderate changes to existing software architecture. Write Epics and user Stories for new projects. Deconstruct Epics into user Stories to facilitate SaaS product(s) evolution. Track product feature development and feature release schedules in Jira and Confluence. Review integration and regression test plans created by QA. Communicate with UX, QA and porting engineering to discuss major changes to functionality and drive product delivery. Ensure XBRL development and functionality keeps pace with current and evolving global requirements and opportunities. Act as a resource for sales teams, partners, management and customers to showcase and demonstrate the SaaS product(s) as well as provide training and education to stake holders. Serve as a resource for new EPM / EPRCS implementations. Opened new markets with regulatory software for Colombia, India, Netherlands, UK, South Africa and EMEA

Participated as the Product Owner in daily, weekly and monthly Scrums as well as customer and SOS meetings.

Mentored Development team members to leverage knowledgebase and AI to create and submit new software, currently Patent Pending, as a patent contributor

Formalized Machine Learning, Natural Language and Rules automation approach with Dev team to automate DM

Created POCs to feature integration with other Oracle Cloud EPM products and EPRCS.

September 2013- July 2014 UniTek Global Services (Norristown, PA)

SEC Consultant- UniTek (Contractor)

Job Scope – Provide guidance to senior leadership in SEC reporting focused on XBRL, taxonomy development and tagging methodology. Create Oracle and Excel financial models. Using WDesk (Workiva) Cloud software, complete roll-forwards, filings of 8K,s 10Ks, 10Qs and Press Releases. Utilizing Merrill SEC software create and file Form 3s, 4s, and 5s. Create/ modify mapping documents and a complete tagging solution for SEC reporting. Administer Share Based Compensation awards via Solium Shareworks. Create technical accounting memos. Engage with internal and external auditors for SOX controls and compliance measurement. Assist in developing the Company’s footnote disclosures as well as the MD&A.

Created, updated and maintained workbooks and pivot tables to capture data from the Oracle ERP system into WDesk data sheets for Regulatory filings, including 10Q, 10Ks, 8Ks, and earnings releases.

Created relational data models to retrieve depreciation information, AR, AP for Loan and Depreciation activities from the Oracle ERP system for reporting.

April 2012— July 2013 Vena Solutions (Remote, Toronto, CA)

Manager Professional Services – CPM Software & FSR / XBRL Services & Implementations

Job Scope – Lead onsite implementation of FSR SEC reporting software. Build customer specific, extended taxonomies. Provide training to management and employee groups of corporate clients in the use of IBM’s Cognos FSR and XBRL software. Train corporate clients in the use of Best Practices to complete XBRL Detail and Block Tagging. Provide support to Sales team as needed for demos and SOW creation. Participate in implementation of Vena software at client site. Provide SEC support and guidance to clients. Provide full service, XBRL model creation, tagging and SEC filings as requested.

Created Vena’s 165-page training manual for XBRL implementations.

Generated additional $250K in Sales Revenue from new customer implementations.

Provided full service XBRL executions as a sole contributor, including mapping, taxonomy extension and tagging.

Education

Northeastern University -MBA, Business Administration / Information Management (Boston, MA)

Study Abroad, Far East, Summer

Accounting, Graduate Teaching Assistant (80 students), Northeastern University

Skidmore College - BS Finance - Alpha Sigma Lambda (Saratoga, NY)

Executive Education Certificate- Mergers & Acquisitions- University of Chicago (Chicago, IL)

Scrum Fundamentals certified 2019

Certified Product Owner 2023

Certified Scrum Master 2023 (renewal)

Certified Scaled Scrum Master 2023

Board of Director Member, XBRL.US 2014-2019 (NY, NY)

Other Employment

Database Consultant- Partners First Visa- MasterCard, Boston, MA - part time intern

Run SQL queries for targeted marketing campaigns.

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