Michael Borzi Email & Phone Number

Boston, MA, US

Wellesley, Massachusetts, United States

Boston, Massachusetts, United States

- Managing and enhancing Annual Recurring Revenue and subscription metric reporting for the $650M SMB/C organization- Facilitated SMB/C system integration from Oracle and NetSuite to SAP by performing quality assurance testing across various data sources and systems to ensure completeness and accuracy post integration- Collaborated with the Business.

Boston, Massachusetts, United States

- 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.

- 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.

- 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.

- 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

Greater Boston Area

-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

Reading, MA

- 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

Master’S Degree, Accounting

Bachelor’S Degree, Accounting

Financial Planning Certificate

Education record