Jonathan Pitman Email & Phone Number

California, United States

California, United States

Responsible for coordinating and overseeing the SOX compliance activities for six LOBs, including control testing, control test review, deficiency remediation, control and testing process improvement, annual documentation review, and providing compliance consultation. Also responsible for managing application administration, end user administration, program development, user training, data management and reporting, and data maintenance for PG&E’s SOX compliance testing and data repository, Wdesk.Accomplishments include:• Developed and piloted new testing process to reduce work time and effort for testing of low risk controls• Management of quarterly reporting program for all LOBs• Coordination of quarterly data validation and annual documentation review for all LOBs• Creation of training materials and delivery of training for all Wdesk related processes (control testing, testing review, quarterly certification by management, annual documentation review, remediation forms creation and management, document creation and maintenance)• Updated and standardized user access set up, and created the user profile/permissions management process• Complete revision of standards documents for publishment in GDM library• Delivered new reports and dashboards to streamline processes and enhance work management for the team

San Francisco Bay Area

• SOX control compliance testing and assessment• Managing contract payment terms compliance and claim investigation/resolution• Contract compliance auditing, performance and facilitation • Small project management, root cause analysis, reporting, and customer support

San Ramon, Ca

Finance Compliance for Chevron’s Environmental Management operating company, managing export compliance, Sarbanes-Oxley control testing, international and domestic regulation compliance, purchase card and travel card compliance, monetary authority review, and training.• Helped the organization identify compliance problem areas, designing and delivering targeted training to over 400 people to close knowledge gaps• Administered and maintained compliance training program for all personnel in the operating company, including providing technical support for the training application• Modified the training assignment process for new hires and transfers, eliminating late and excess training assignment and reducing training assignment effort by over 50%• Revised SOX control performance and testing procedures, reducing the total number of controls performed and tested by 10%• Designed and implemented policy changes and training programs that reduced the time spent auditing internal card charges by 75%• Facilitated quarterly Leadership Team / Compliance Committee meetings, delivering project updates and discussing effects of new or changing regulatory requirements• Provided quarterly reports to Corporate Finance on Ribicoff-Anti-boycott, Iranian transaction and sanctioned party transaction statuses• Spearheaded changes to the role of Compliance and Compliance personnel within the organization, moving from a performance model to an advisory position, allowing the organization to reduce headcount

San Ramon, Ca

Oversaw all Compliance-related activity for Chevron’s global eProcurement application (Ariba) and the application support team. Acted as the group’s main representative for enterprise IT projects. Extensive involvement with application code change testing, SOX control testing, incident root cause investigation, and internal / external audit. Provided application end user support for 50,000+ users including external vendors and international personnel.• Developed and implemented the application compliance program for Chevron’s Ariba Support Team, coordinating alignment with internal, Federal, and international regulations, information risk management policies, and data privacy requirements• Facilitated dozens of root cause analysis investigations for application failures and incidents, managing the investigation team, determining technical and behavioral causes, and implementing necessary changes• Coordinated semi-annual application compliance audits by internal and external auditing teams with no major findings during my tenure • Transitioned global semi-annual user access and segregation of duty reviews involving over 50,000 users from manual to automated process used as a model for other major applications within the company• Tested 14 Sarbanes Oxley controls and over 60 General and Application IT controls annually, redesigning performance and testing procedures to align with control language and intent• Managed the training program for offshore teams

San Ramon, Ca

• Coordinated eProcurement engagement efforts with suppliers and internal personnel, performing demonstrations of Ariba Buyer, managing supplier relationships, and assisting with setup and enrollment• Provided end user support and expertise, fixing application issues, user problems, and resolving complications arising from interstate transactions and tax variances• Developed training materials and provided training for Chevron and supplier personnel across the country• Attended multiple conferences as presenter and as Chevron representative for professional development

Emeryville, Ca

Transition and close out eProcurement operations for Siebel Systems after company acquisition.

Emeryville, Ca

Manage, review, approve, and maintain electronic purchase requests. Provide support and training for internal Procurement, Finance, and HR application users.

San Francisco, Ca

Time Entry, Document Processing, Client/Matter, and Personnel systems support and records management,