Michael Balboni Email & Phone Number

New York, Ny, Us

Philadelphia, Pa, Us

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

• Performed substantive audit procedures, risk assessments, and data analytics in accordance with US GAAP, IFRS, and KPMG’s Audit Methodology to document audit conclusions, with a particular emphasis on cash, inventory, and fixed assets• Coordinated with the engagement team, client, and third parties to clarify possible misstatements and to ensure the integrity and transparency of financial information for the company’s SEC filing• Prepared engagement team status reports to determine areas of need and to ensure the progress of the audit is on schedule for senior management on a daily basis

Sydney, Nsw, Au

The KPMG Global Internship program has allowed me the opportunity to spend a month in Sydney, Australia working for KPMG’s Audit, Assurance, and Risk Consulting practice. Furthering my network abroad and working alongside my Australian colleagues offered me a new perspective on business and the world.

Toronto, On, Ca

Privileged to be selected for KPMG’s two day pre-internship program which provided positive experiences which included speaking with numerous audit and tax professionals and networking with other students from numerous colleges. The experience provided insight to aspects of audit, tax, and advisory functions and attributes of each discipline.

Valley Forge, Pa, Us

• Contracted with Randstad to work at Vanguard on the Fund Tax team.• Recommended tax opinions to management and business partners to determine fund impact by researching and analyzing corporate actions while utilizing Bloomberg Terminal, SEC filings, and the Internal Revenue Code• Played a key role in supporting European Court of Justice (ECJ) reclaim filings for 15 mutual funds across multiple jurisdictions by reconciling and analyzing the data while maintaining accuracy, timeliness and consistency• Reconciled and analyzed international tax reclaims for 20+ countries and effectively communicated the findings to both internal and external business partners while serving as the key point of contact during a multi-month reclaim cleanup project• Prepared and ensured timely filing of complex book-tax difference computations, federal excise tax returns, international treaty filings, and ad-hoc projects

New York, Ny, Us

•Assist with the preparation of SEC financial statements for a prominent Wall Street value-based investment advisory firm and FINRA reporting for a broker dealer subsidiary•Coordinated with independent public accountants to provide support and workpapers to assist with the annual audit processes of the public holding company and certain subsidiaries•Reviewed XBRL tagging, taxonomy and rendering to ensure accurate disclosures•Prepared competitor analysis for upper management to assist with understanding peers •Designed and maintain Finance Policy Manual•Collaborate with various departments and process expenses according to Travel & Expense reimbursement protocol•Implemented automated Travel & Expense reimbursement process as well as created and led a company wide training demonstration•Found opportunities for the firm to save money which led to a company wide policy change

New York, Ny, Us

•Worked closely with team of 15 interns and Senior Management in all aspects of company's day to day operations•Researched asset allocation strategies designed to help manage risk while pursuing various long-term financial goals via upside participation and downside protection•Prospected for high net-worth individuals and determined their eligibility for the firm's investment strategies•Trained by Vice-President and trading staff in technical analysis•Attended and actively participated in daily meetings to discuss global macroeconomic events dealing with financial markets and the economy

Master'S Degree, Accounting And Data Analytics

Bachelor Of Science In Business Administration, Accounting And Legal Studies

Study Abroad Program

Study Abroad Program