Michael Borzi

Experience

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  Sentinel Benefits & Financial Group

  May 2014 - Aug 2014

  Summer Intern

  - Recorded debit and credit memos into their accounting system- Submitted additional bills- Entered pertinent data into excel files and confirmed data was accurate and up to date- Assisted with transition from paper to online storage of corporate records and client files

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  RSM US LLP

  Jun 2015 - Aug 2015

  Assurance Intern

  -Participate in select engagements; demonstrating creative thinking and strong problem solving skills- Develop an understanding of the RSM audit approach and tools- Work in a mutually respectful team environment, conveying strong communication skills- Serve clients by understanding their business, industry, company values, and control systems

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  RSM US LLP

  Oct 2016 - May 2019

  - Provide client services that exceeds client expectations including coordinating the auditing of all required financial statements, related disclosures, and other client deliverables- Supervise Audit Associates on engagement teams and serve as an in-charge facilitating field work by monitoring productivity and adherence to work plan schedules on each assignment - Develop an understanding of the client's business and understand client specific needs- Perform substantive tests to identify and resolve accounting or reporting issues- Assessing risk and evaluating the client's internal control structure- Drafting financial statements under prescribed formats

  • Senior Associate

    Aug 2018 - May 2019

  • Assurance Associate

    Oct 2016 - Aug 2018
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  KPMG

  May 2019 - Mar 2021

  Senior Associate, Deal Advisory

  - Lead buy-side M&A transactions for corporate and private equity clients that focus on the identification of key risks, quality of earnings, net working capital and assessment of potential debt-like exposures- Performed due diligence on target companies primarily within the software and technology industry ranging from $7 million to $80 million in purchase price- Conducted meetings with target Company's leadership team to discuss financial statement trends and analyses

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  OpenText

  Mar 2021 - Jun 2024

  - Managing and enhancing the Annual Recurring Revenue (ARR) Planning process working closely with all Business stakeholders, including review and rationalization of financial inputs for annual operating plan and quarterly forecasts, ensuring financial plans are linked with Corporate objectives- Analyze SaaS metrics and provide insights and recommendations to appropriate business partners and leadership- Partner with appropriate business teams and drive systemic improvements in business and data processes to expedite data processing and increase accuracy Show less

  • Manager

    Jan 2022 - Jun 2024

  • Senior Financial Analyst

    Mar 2021 - Jan 2022
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  Focus Partners Wealth

  Jun 2024 - now

  Associate Wealth Advisor

  GW&Wade merged with The Colony Group in March of 2024, which later rebranded to Focus Partners Wealth in January 2025.Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice. Show less