Brandon Morin Email & Phone Number

Bellingham, Ma, Us

Boston, Massachusetts, Us

Boston, Massachusetts, Us

• Finance support for Corporate Teams (HR, Legal, Compliance) as well as Product, IT, and Engineering Departments• Perform monthly analysis of compensation and non-compensation expenses, analyzing actuals and full-year variances• Create rolling 12 month forecasts across teams to support OpPlan and Multi-Year Planning processes • Lead monthly compensation and non-compensation calls with Senior Executives to review their teams current tracking to multiple key metrics• Monthly partnership with accounting to review status of accrual's and reclasses as well as other Journal Entry's

Milford, Ma, Us

• Finance partner for both Commercial Operations and Strategic Accounts team, a $30M total budget• Developed budget and 5-year forecast for Salesforce program expense, itemizing for sales vs. service deployment• Prepare quarterly incentive model for Leasing Team and yearly incentive calculation for Strategic Account Managers• Analyzed pricing impact for our largest customers, modeling out various pricing options to maximize profitability for Waters• Finance Lead for Contract. Org analytics, which included building unique dashboard to track orders across four geographies• Lead Analyst for Mass Spec. Strategy initiative, working to achieve desired CAGR goals• Prepare Tier-2 Diversity Spend reporting by analyzing Waters minority spending and allocating to respective customers• Lead finance support for all ad-hoc requests from strategic accounts team including sales growth requests for customer targets• Headcount analysis for Commercial Operations team, forecasting headcount and labor costs for roughly 75 people• Responsible for all elements of the month end close process, including reclassing and accruing journal entries as appropriate

Milford, Ma, Us

• Business support leader for 2 Senior Directors encompassing over 25 cost centers in 3 different countries • Partner with business owners to address needs of their groups, working to re-allocate funds to critical business projects/efforts• Monthly Opex analysis for various cost centers, including forecast analysis and Qtr. over Qtr., Yr. over Yr. commentary• Lead analyst for monthly project expense analysis, a $5 million budget aspect of the R&D efforts of Waters• Built budget for 2021 project expense, working together with project managers to assess project timelines and costs• Built budget for all Opex expenses for directors, including Operating Supplies, Facilities, Depreciation, and Travel • Manage Blackline Accounting software to improve reconciliation process of roughly 20 Balance Sheet accounts

Milford, Ma, Us

• Financial support for Nonlinear Dynamics (NLD), A Waters Company. This includes weekly analysis of dashboards which are distributed to various levels of management, as well as analysis of all aspects of the team's operating expenses.• Cost of sales analysis for Oracle license consumption, including monthly data pull and routine audits of data• Prepare quarterly SOX documents for Oracle license tracking in Waters’ Empower, NuGenesis, and Unifi software• Forecast, Actual, and Budget analysis of all COS accounts, including Royalties, from our various business partners• Adjust and reconcile data from SAP into Waters Business Warehouse, making sure proper adjustment calculation is made • Build and distribute monthly Informatics dashboard, which details sales by product line and geography • Leverage SAP and Analysis for Excel to perform various ad-hoc analyses

Worcester, Massachusetts, Us

• Maintain and update capital tracking model, giving finance a more clear view of capital balance• Monthly update of internal databases for Internal Volume highlights using Microsoft SQL Server and reconciling data in Microsoft Access• Perform cost analysis of housekeeping for new clinical sites, frequently collaborating with 3rd party vendor • Build quarterly spend report for operations, detailing YTD spending on all capital requests • Forecast depreciation and amortization for Reliant Medical Group and its subsidiaries through Oracle R12 Production System • Implemented a new methodology for budgeting Sublease accounts for Reliant and it’s subsidiaries

Round Rock, Texas, Us

As a member of the Finance Training Internship Program, I spent a summer in the Corporate Treasury department. I was required to do a summer project that addressed an immediate business need. For my project, I created a Hedge Schedule for our Option and Forward trading program. This schedule was fully automated and referenced a variety of complex formulas from the FX desk's Bloomberg Terminal. My daily tasks included managing and updating advanced Excel models to track EMC's current hedge position. I was also responsible for reconciling EMC's daily foreign exchange rates and comparing the rates through different systems. Lastly, I handled back-office operations for the FX group, which included pulling detailed reports on both SAP and REVAL.

Boston, Massachusetts, Us

As an Operations Processing Analyst, my main job was to screen trades that came in from State Street's clients. A high-level of accuracy was needed to ensure each type of trade is forwarded to the correct processing team. I used a variety of software to help verify what type of trade I received, what Investment Manager or Organization sent the trade, and where/when a given trade settled. I also performed callbacks on high-risk transactions with clients to assure their legitimacy and accuracy. Lastly, I researched inquiries to assist other employees when questions arose on complex transactions.

Bachelor Of Business Administration - Bba, Corporate Finance

Education record