Jonathan Walch, Cisa Email & Phone Number

Greater Phoenix Area

Phoenix, Arizona Area

• World’s fourth-largest, global financial services company with $1.9 trillion in assets, $101 billion in revenue, and 260,000+ team members. Enterprise Controls & Oversight accountable leader for strategy and operations.
• Advanced and promoted new target operating model and organizational re-alignment for strategy, operations, and innovation team
• Developed, executed, and delivered on international co-sourcing strategy to migrate a portfolio of work from third-party to in-house service providers in India representing approximately 30 resources and 65,000 hours.
• Re-engineered and implemented semi-automated planning, forecasting, resource allocation, time tracking, and reporting processes and tools impacting 96 onshore and offshore team members

Phoenix, Arizona Area

• Enterprise Technology Audit Group accountable owner for audit strategy development, risk assessment, annual audit planning, audit execution, issue validation, continuous monitoring, and reporting for technology and.
• Developed, executed, and delivered on annual/dynamic audit plans consisting of over 20,000 hours per year
• Influenced strategic direction and tactical implementation of enterprise risk management programs in first and second lines of defense (LODs) through identification and enforcement of 50+ audit corrective actions
• Successfully validated regulatory-sourced, enterprise-wide, multi-year issues
• Implemented over ten (10) audit coverage strategies and methodologies
• Promoted twice through progressive roles with increased ownership and accountability

Portland, Oregon Area

CAREER NOTE: Voluntarily returned to Wells Fargo — relocating to Phoenix.Big 4, global, professional services firm with $43 billion in revenue and 245,000+ professionals. Provided financial statement IT audit and internal audit transformation services to over ten clients as a member of the Enterprise Risk Services Group. Led high-performance teams of two.

Portland, Oregon Area

• CAREER NOTE: Wells Fargo Audit Services Portland office closed May 2012; continued short-term service as Operational Risk Consultant 4 during July-August 2012.Directed and supported Enterprise Technology Audit Group.
• Implemented new audit strategies and processes impacting six (6), enterprise-wide corporate risk management programs
• Developed and maintained over ten (10) standard audit programs in accordance with COBIT, NIST, ISO, and FFIEC
• Earned 40 performance excellence awards over a six-year period

Portland, Oregon Area

• Energy production and delivery company serving six Western states with $22 billion in assets, $5 billion in revenue, and 5,400+ employees. Led and supported Internal Audit operational, compliance, and IT assurance.
• Influenced the enterprise-wide development and implementation of year-one compliance with SOX through pre-implementation audits and credible challenge of company SOX methodology aligned with COSO and PCAOB frameworks

Portland, Oregon Area

Big 4, global, professional services firm with $26 billion in revenue and 197,000+ professionals. Provided risk management, managerial/technical accounting, and other consulting services to four clients as a member of the Risk and Advisory Services Team. Led high-performance teams of two to four professionals in a dynamic environment to develop and execute.

Portland, Oregon Area

• Big 4, global, professional services firm. Provided managerial/technical accounting, controllership, and business process outsourcing services to multiple clients as a member of the Audit and Advisory Group. Led.
• Re-engineered and implemented six financial and accounting processes and systems

Springville, Utah

• Behavioral health services company. Directed finance and accounting for multi-million dollar private enterprise. Managed budgeting, forecasting, and financial statement reporting processes. Accomplishments include:
• Established and enforced eight new financial policies and procedures