Protiviti Contact

Protiviti Contact

Edna Lopez

Managing Director

Professional Experience

Edna is a Managing Director in Protiviti’s Houston office, focusing on Internal Audit and Financial Advisory solutions. She has over 20 years of consulting experience working with a variety of organizations to enhance their business performance through risk management, operational effectiveness and enhanced governance.

Considering the skills she has developed at Protiviti and previously working for a public company and in public accounting, Edna is versatile and effective across multiple solution offerings.

Major Projects

Internal Audit Solutions, Domestic and International Companies – Led both outsourcing and co-sourcing engagements for public and private organizations. Assisted with the development of the annual audit plan, planning audits, developing work programs, and reporting results. Executed and directed process, risk and compliance reviews and reported results to the Audit Committee. Considering extensive experience with internal audit efforts, Edna serves as an IA Training Champion, helping to train and develop personnel executing audits.

Sarbanes-Oxley Compliance (year 1 and beyond), Domestic and International Companies – Managed multiple consulting engagements with public and private organizations to prepare them for compliance with the various sections of the Sarbanes-Oxley Act and reporting results to executive management. Serves as a SOX Champion, sharing local market trends on national monthly calls and communicating with the local teams so that they are aware of current trends, training requirements, and requests for deliverables.

Public Company Readiness, Domestic and International Companies (Privately-held) – Executed diagnostic reviews to assess the current state of organizational readiness against benchmarks and to identify the readiness of core capability requirements. Assessed the urgency of solutions needed to close identified gaps based on analysis of cost and benefits along with consideration of the required road map and developed work plans, timeline and resource requirements to implement the appropriate solutions identified in the road map.

Financial Reporting and Accounting Assistance, Domestic and International Companies (Public) – Assisted with the reconstructing of account balances, identifying root cause factors and quantifying the impact. Helped multiple organizations develop and implement policies and procedures, desktop procedures, templates, checklists and reporting calendars to ensure an accurate and efficient month-end close process. Assisted with the preparation of audit support as well as the review of Proxy Statements and Forms 10-Q and 10-K and the related XBRL taxonomy and tagging. Augmented accounting staff, preparing or reviewing filing documents for consistency and SEC and GAAP compliance checklists, identifying required disclosures. More recently, led internal and external trainings/webinars related to the implementation of the new lease accounting standard (lessee requirements) and assisted companies with adoption and transition efforts.

Areas of Expertise

  • Internal Audit
  • Sarbanes-Oxley Compliance
  • Public Company Transformation
  • Finance and Accounting

Industry Expertise

  • Energy (Oil & Gas)
  • Chemicals
  • Manufacturing

Education

  • B.B.A. – Accounting, University of Houston

Professional Memberships and Certifications

  • Certified Public Accountant
  • Member, American Institute of CPAs
  • Member, Texas Society of CPAs (Houston Chapter)
  • Member, Institute of Internal Auditors
  • Member, Young Professionals in Energy