“Always do the right thing.”
Michael W. Soza is a distinguished financial executive and board advisor whose career spans more than four decades of leadership across the financial services landscape. Known for his unwavering integrity and deep technical expertise, Michael has built a reputation as a trusted partner to boards, executives, and investors navigating complex financial, regulatory, and strategic challenges. His career reflects a consistent commitment to excellence, growth, and mentorship, shaped by a philosophy grounded in doing what is right—always.
Michael’s professional journey began at KPMG, where he spent over two decades developing a strong foundation in audit, accounting, and global client service. Rising through the ranks to partner, he led multinational engagements and was involved in the rollout of a new audit process, harmonizing audit practices across the Asia-Pacific region with the United States. This early exposure to global markets and diverse business environments not only sharpened his technical capabilities but also cultivated a broader perspective on risk, governance, and cultural nuance in business.
Building on this foundation, Michael transitioned into leadership roles that emphasized growth and transformation. At Perry-Smith LLP, he demonstrated his ability to scale operations by expanding the firm’s San Francisco assurance practice from a small team into a thriving group of over 25 professionals. His efforts in business development and client engagement significantly enhanced the firm’s presence in the financial services sector, reinforcing his reputation as both a strategist and a builder of high-performing teams.
Michael’s tenure at BDO USA LLP further solidified his standing as an industry leader. As the West Area Financial Institutions and Specialty Finance Practice Leader, he oversaw a diverse portfolio of clients spanning banking, insurance, and fintech. Under his leadership, the firm experienced significant growth in fintech revenues over a three-year period. His ability to align technical excellence with market opportunity positioned him as a key driver of innovation and profitability within the organization.
At Eide Bailly LLP, Michael served as a senior financial services partner and member of the Financial Services Executive Committee, advising public and private institutions on critical matters such as SEC reporting, SOX compliance, and corporate governance. His work with community banks, ranging from $1 billion to $11 billion in assets, highlighted his ability to provide strategic insight while ensuring rigorous financial oversight. His guidance has been instrumental in helping organizations strengthen internal controls, enhance transparency, and navigate regulatory complexities.
In addition to his firm leadership roles, Michael currently serves as President of Global Recruiters of Walnut Creek, where he leverages his extensive network and industry expertise to connect top-tier finance and accounting talent with organizations in need of strong leadership. This entrepreneurial chapter reflects his continued passion for building relationships and contributing to organizational success from a different vantage point.
Throughout his career, Michael has been deeply engaged at the board level, bringing a wealth of governance experience to nonprofit and advisory organizations. He has served as Board Chair of the St. Francis Foundation, a board member and treasurer of The Olympic Club, a board member of the San Francisco Chamber of Commerce, and the California Symphony, and as an advisory board member for the USC Leventhal School of Accounting. These roles underscore his commitment to community, education, and the responsible stewardship of organizations.
Michael’s expertise spans a broad range of disciplines, including financial reporting, SEC filings, mergers and acquisitions, risk management, and internal controls. He is qualified as an audit committee financial expert, capable of translating complex financial concepts into clear, actionable insights for board members and executives alike. His experience advising on IPOs, due diligence, and strategic transactions has made him a valuable resource for companies at various stages of growth.
Internationally, Michael has worked across the United States, the United Kingdom, and Asia, gaining firsthand experience in global business practices and regulatory environments. This exposure has enhanced his ability to operate effectively in diverse settings and to guide organizations with a global footprint. His cultural awareness and adaptability have been key differentiators throughout his career.
Beyond his professional accomplishments, Michael is known for his dedication to mentorship and giving back. He attributes much of his success to the guidance he received early in his career and is committed to supporting the next generation of leaders. Whether through formal advisory roles or informal mentorship, he invests time in developing others and fostering long-term relationships built on trust and respect.
Outside of work, Michael enjoys golf, college football, and travel, pursuits that reflect his appreciation for both competition and exploration. These interests complement his professional life, providing balance and opportunities to connect with others in meaningful ways. His global travels have further enriched his perspective, reinforcing his belief in the value of diverse viewpoints.
Today, Michael is actively seeking board opportunities where he can continue to share his extensive knowledge and contribute to organizational success. He brings a rare combination of technical expertise, strategic vision, and interpersonal skill, making him an exceptional candidate for boards seeking strong financial oversight and thoughtful governance. With a career defined by growth, integrity, and impact, Michael remains driven to make a meaningful difference in every organization he serves.
Character:
Michael consistently demonstrates integrity by adhering to a personal and professional standard rooted in doing what is right, even in complex or high-pressure situations. His career reflects a deep sense of responsibility to clients, colleagues, and communities, reinforced by decades of ethical leadership. He builds trust through transparency, reliability, and a genuine commitment to the success and well-being of others.
Knowledge:
He possesses an exceptional depth of expertise in financial reporting, SEC compliance, and corporate governance developed over more than 40 years in the industry. His experience across banking, fintech, insurance, and investment sectors allows him to bring informed, multifaceted perspectives to every engagement. He continuously applies this knowledge to guide organizations through evolving regulatory and financial landscapes.
Strategic:
Michael excels at aligning financial insight with broader business objectives, enabling organizations to achieve sustainable growth and operational excellence. His leadership in expanding practices, driving revenue growth, and advising on mergers and acquisitions demonstrates a strong strategic mindset. He approaches challenges with a forward-thinking perspective, identifying opportunities while mitigating risks.
Communication:
An articulate and effective communicator who translates complex financial concepts into clear, actionable guidance for boards and executive teams. His experience speaking at industry conferences and engaging with stakeholders at all levels highlights his ability to connect and influence. He fosters collaboration through open dialogue, ensuring alignment and informed decision-making across organizations.
