Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jose Acosta

DesMoines

Summary

Finance and Actuarial Science student with experience in market research, financial reconciliations, and data analysis. Strong in Excel and quantitative problem-solving, with the ability to translate data into clear, actionable insights. Organized and collaborative, with an interest in supporting business initiatives that create measurable impact.

Overview

6
6
years of professional experience
1
1
Certification

Work History

IT Technician

Drake University
Des Moines, IA
08.2025 - Current
  • Analyze and resolve technical issues by identifying root causes and implementing structured, step-by-step solutions.
  • Accurately document cases and resolutions in a ticketing system, ensuring reliable records and process consistency.
  • Manage multiple requests simultaneously while prioritizing issues based on urgency and impact.
  • Collaborate with team members to resolve complex cases efficiently and maintain service quality standards.

Personal Project: Market Research

Des Moines, IA
03.2020 - Current
  • Manage a self-directed portfolio analyzing equities, commodities, and macroeconomic trends.
  • Analyze market data, trends, and news to evaluate potential risks and opportunities across asset classes.
  • Summarize research insights to strengthen understanding of market behavior and risk dynamics.
  • Conduct fundamental and technical analysis to inform entry/exit decisions and capital allocation.

Front Desk Agent

Comfort Inn Hotel
Altoona, IA
07.2025 - Current
  • Perform daily financial reconciliations by comparing cash, credit card transactions, and system reports to ensure accuracy.
  • Conduct nightly close-out procedures, balancing revenue reports and identifying discrepancies for correction.
  • Prepare and verify end-of-day financial reports used for internal audits and recordkeeping.
  • Process payments and maintain accurate transaction records while adhering to internal controls.

Volunteer

Math Motivators
Des Moines, IA
08.2024 - Current
  • Tutor elementary and middle school students in math by explaining concepts clearly and working through practice problems with them.
  • Help students build confidence in problem-solving by breaking down questions into simple, logical steps.
  • Adapt explanations to different learning styles and skill levels while keeping students engaged.
  • Work with teachers and other volunteers to support students’ academic progress during school visits.

Education

Bachelor of Science - Finance & Actuarial Science

Drake University
Des Moines, IA
05-2027

Skills

  • Financial Analysis: Financial reporting, transaction reconciliation, basic accounting, audit support
  • Data & Analytics: Excel, VBA, Python, R, SAS
  • Market Knowledge: Equity, commodity, and cryptocurrency market analysis
  • Tools: Microsoft Excel, Word, PowerPoint, Bloomberg Market Concepts

Certification

Securities Industry Essentials (SIE) Exam — Passed, July 2025

Timeline

IT Technician

Drake University
08.2025 - Current

Front Desk Agent

Comfort Inn Hotel
07.2025 - Current

Volunteer

Math Motivators
08.2024 - Current

Personal Project: Market Research

03.2020 - Current

Bachelor of Science - Finance & Actuarial Science

Drake University