Brandon Morris
857-***-****• *******.***********@*****.*** • Boston, MA • https://www.linkedin.com/in/brandon-morris-707031a3/
SKILLS & CERTIFICATIONS
Financial Operations Skills: Interpreting financial statements and capital structures; stocks and bonds; reconcile cash activity; log cash entries, and process transactions; managing/manipulating large data sets via tables/charts, pivot tables and vlookup; dispatching important emails to vendors; sales tax/income tax
Professional Communication: Summary and analysis, customer service, teamwork, email etiquette, Slack, Google Meets/Zoom
Software: MS Office 2016 (Excel, Word, PowerPoint, Outlook), Google (Meets, Spreadsheet, Drive)
Certifications: Microsoft Excel certification, January 2020
PROFESSIONAL EXPERIENCE
Tax Internship Co-Op Boston, MA
Wayfair LLC. January 2020 – July 2020
Resolved over a million dollars in state taxes owed to Wayfair by analyzing hundreds of vendors invoices each week using Wayfair’s purchase order system, Microsoft Excel, and Microsoft Access in order to keep track of company’s credits during state audits
Compiled tax except forms and sales certificates for Wayfair specific to each state using Microsoft Excel, Microsoft Access, Wayfair’s purchase order system, and Google spreadsheets, as company dealt with state audits in all 50 states and all Canadian provinces to eliminate non-active accounts and ensure 100% compliance with state regulations
Processed notices, bills, important documents and mail specific to Wayfair, including delivery of checks for hundreds of thousands of dollars, and documented in Excel spreadsheets
Communicated with hundreds of vendors in the state of California, giving specific guidance on completion of tax except forms and sales certificates, ensuring an easy lane of communication during state audit
Special Event Officer Boston, MA
Securitas Security Service USA April 2017 – January 2020
Conducted bag searches on over 500 patrons in a day, confiscating items prohibited in state property
Oversaw millions of dollars in electronic equipment during major conferences/events, resulting in 100% equipment retention
Reported and logged dozens of suspicious activities and observations per week to direct supervisor
Retail Sales Assistant Boston, MA
Target April 2016 – August 2017
Administrated and balanced safe with more than $15,000 on a nightly basis, ensuring no capital loss
Supported 20+ customers daily by retrieving requested items from the backroom, along with assisting customers with any service that they required
Reconciled drawers with amounts over $1000
Recorded hundreds of items of inventory on Target’s purchase order system to keep track of daily sales
EDUCATION
Year Up Boston, MA
Investment Operations Student Graduation: July 2020
Completing a one-year, career-development program comprised of college-level courses (ACE accredited), professional training, and a six-month internship in Investment Operations
Relevant coursework: Business Communications, Personal Finance
University of Massachusetts Boston Boston, MA
Communications Major
Relevant coursework: Economics, Excel, Communications 101, 201, 301