1. Dylan Perdomo Taft
taftdylan@gmail.com 20 Wells Street
(413) 204-1072 Deerfield, MA 01342
WORK & MANAGEMENT EXPERIENCE
TIAA-CREF, Boston, MA 2014-Present
Business Analyst, Executive Planning Team
 Coordinated 150 team meetings between the institutional business and individual advisory services to promote adoption
of an initiative to target influential individuals at institutional clients.
 Analyzed a pricing change of a single share class product to a multiclass product which affected 300,000 clients and
$100 billion in assets.
 Provided monthly analytical reporting to executives and field teams on advisor performance.
 Collaborated with partners across the business to create a comprehensive database and ensure information continuity.
 Developed training materials on how to use multiple new resources and applications.
 Worked with top performing advisors and directors to develop training for field teams on how to outreach and engage
important, decision making individuals at institutional clients in order to win their business.
C&S Wholesale Grocers, Keene, NH February - October 2013
Internal Auditor June – October 2013
 Performed three, two week audits of warehouse facilities to determine the root cause of distressed inventory and
compliance with standard operating procedures.
 Analyzed six months of transportation invoices by evaluating fixed cost calculations, identifying $585,000 in
overcharges.
 Developed a comprehensive treasury department audit to assess the management of all cash flows, including the
forecasting of cash needs, and the procedures surrounding borrowing, receivables and payments.
 Conducted a vendor bill-back audit of the merchandizing department to improve the billing process by tracking
transactions from the contract to the invoicing of payments.
 Audited four retail grocery locations performing price checks on items, checking compliance to standard operating
procedures, and reconciling all cash activities of the stores.
Corporate Tax March-June 2013
 Filed annual reports for entities operated by C&S, maintained the due date schedule, and integrated the schedule and
records into the online database hCue.
 Coordinated the application for ReCharge New York, a program that is projected to save the company between $50,000-
$100,000 per year through low-cost power.
 Prepared sixty tobacco and cigarette inventory reconciliations and tax returns in order to remain compliant with thirty
state and local agencies while meeting five deadlines each month.
 Filed monthly and quarterly sales and use tax returns.
Finance Intern February-March 2013
 Audited the fixed asset register, creating new asset sub-classes and reclassifying assets.
 Prepared journal entries and allocated the cost of capital expenditures to individual assets in order to capitalize the costs
of those assets.
 Performed balance sheet reconciliations of fixed asset and cash accounts.
EDUCATION
HBX | Harvard Business School April 2014
CORe: Credential of Readiness, in progress
Lafayette College, Easton, PA 2012
Economics and Business Major, concentration in finance
Omicron Delta Epsilon, International Economics Honors Society
Relevant course work: Corporate Finance, Financial Accounting, Financial Theory, Investments, Options and
Futures(capstone Mathematics and Economics course).
Deerfield Academy, Deerfield, MA 2008
LEADERSHIP & ATHLETIC ACTIVITIES
Zeta Psi Fraternity, Lafayette College, Easton, PA 2009-2012
Inter-fraternity Council Representative: Organized events and managed the budget for fraternity events. Served as an
intermediary between administrators and students and worked to improve the image of fraternities on campus.
Lafayette College Men’s Rugby Team, Easton, PA 2008-2012
Two-year forwards captain. Led team to first Division II playoff victory and regional tournament birth.
SKILLS
Computer: Microsoft Office, STATA, Oracle: Siebel CRM, Oracle: Business Intelligence Enterprise Edition