Ben Lozano is a partner in Baker Tilly’s risk, internal audit and cybersecurity practice.
Ben has more than 30 years of experience with primary focus on risk assurance, internal audit, SOX compliance, attestation engagements and special procedures engagements. His areas of experience include: audits, reviews, compilations, agreed upon procedures, SSAE16, SOC1/SAS 70s, SOC2, project management, risk assessments, business process reviews, control testing, system implementation assistance, IT risk assessments and cost/benefit analyses. Ben leads teams conducting financial audits, reviews, SSAE 18 SOC1/SAS70 audits, SOC2 audits, attestation engagements and assistance with management assessments of the effectiveness of internal control over financial reporting using the COSO framework, business process reviews, control design effectiveness evaluations, controls testing, policy/procedures reviews and evaluation of control deficiencies.
Prior to joining the firm, Ben held positions as a consultant, vice president-director of information systems, controller, and chief financial officer for companies ranging between real estate, banking, services, agriculture, oil and gas, and manufacturing. In addition, he previously worked for an international accounting firm.
- Delivers all System and Organization Controls (SOC1, SOC2 or SOC3) services for Dallas office clients in the SaaS, technology, data center, payroll, healthcare, airline reservations, relocation, accounting services and tollway industries
- Leads the Dallas office’s SOX and internal control practice, as well as leading delivery of and assessment services to clients requiring assistance in achieving SOX 404 compliance.
- Developed and executed programs for providing the client with an overall assessment of controls implemented, gaps identified and actionable recommendations for resolving identified gaps relevant to the client organization’s size and business objectives under AICPA’S COSO framework for clients in the retail electricity, REIT, restaurant, manufacturing and real estate industries
- American Institute of Certified Public Accountants
- American Institute of Certified Public Accountants Information Technology Section
- Institute of Internal Auditors (IIA)
- Information Systems Audit and Control Association (ISACA)
Location
Texas
Education
The University of Texas at Austin
Bachelor of Science in accounting
Languages
English
Spanish
Certified Public Accountant (CPA), Texas
Certified Information Systems Auditor (CISA)
Advanced SOC for Service Organizations (AICPA)
Cybersecurity Advisory Services and SOC for Cybersecurity (AICPA)
