Michael Soza, Cpa Email & Phone Number

United States, Us

Walnut Creek, California, Us

Global Recruiters of Walnut Creek is part of a rapidly growing network of search professionals assisting with client needs in virtually every industry, profession, and geography.

San Francisco , California, Us

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Rancho Cucamonga, California, Us

Chicago, Il, Us

Served as a FI&SF Industry Practice Leader for the West area. Established cohesive teams, mentored personnel, and communicated strategies to boards and senior management. Delivered quality services to multi-industry organizations, including banking, insurance, real estate, and marketplace lending (Fintech) industries. Coordinated GTM (go to market) strategy and utilized strategies to attain optimal profitability. Reviewed extensive financial statements and disclosures. Demonstrated leadership abilities by overseeing a $3M+ client portfolio, directing multiple proposal initiatives, and driving volunteer/philanthropic efforts across 60+ offices nationwide. Functioned in a leadership capacity for BDO participation at industry conferences and acted as the lead recruiting partner for a San Francisco practice with responsibility for campus recruiting teams. Exemplified communication skills by serving as a frequent speaker at Fintech and banking conferences and delivering insightful oral presentations to educate audiences about relevant topics. Achievements included:▪ 200% increase in FinTech clients across a three year period.▪ Managing outstanding receivables in the lower 25% of practice.

Us

Provided services to a client base comprised of 20+ renowned financial services clients. Drove recruiting initiatives and directed multiple teams. Proactively sourced opportunities for business development and advanced them to proposal and closing stages.Successfully expanded a San Francisco assurance practice from a staff of three to 25+ professionals over four years. Served as lead partner for financial services entity engagements, as well as a lead partner for Bay Area business development measures. Established a robust presence in the Bay Area’s business community by serving on numerous organization boards.Accomplishments included:▪ Protected client board from personal exposure by educating them about the exposure related to failure to disclose a lack of liquidity in filings with the SEC.▪ 300% increase in regional audit practice achieved within three years

New York, Ny, Us

Functioned as a West Area Partner responsible for all aspects of recruitment, which included providing oversight to offices across 12 states and engaging with the national recruiting team. Oversaw a $4M+ client portfolio. Additionally served as a Manager/Senior Manager (1990-1998) and Staff Member (1986-1990) during tenure.Excelled as a lead staff management partner responsible for personnel evaluations and headcount management. Functioned as a lead partner on four multi-national engagements requiring harmonization between global resources. Demonstrated subject matter expertise by serving as an instructor for industry training and global firm initiative rollouts.Achievements included:▪ Successfully handled global company accounts.▪ 40% of previously written off accounts recuperated.

Mba, Finance

Bachelor'S Degree, Business Administration - Accounting