Summary
Overview
Work History
Education
Skills
Awards and Accomplishments
Certification
Languages
Timeline
Generic

Morenia Acosta

Paterson,NJ

Summary

Financial services professional with extensive experience in financial analysis and data interpretation at Frantz Gaston Jr. State Farm Agency. Achieved consistent sales targets while ensuring regulatory compliance through meticulous attention to detail. Proven ability to collaborate effectively and communicate strategies that drive success.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Financial Services Accounts Representative

Frantz Gaston Jr. State Farm Agency
Peterson, NJ
04.2024 - 06.2025
  • Analyzed and interpreted data to optimize sales strategies for insurance and bank products, driving informed decision-making.
  • Led data-driven prospecting efforts, achieving sales targets through successful client conversions and meetings.
  • Ensured compliance with applicable laws, regulations, and industry standards.

School Bus Driver

We Care School Trans
Paterson, NJ
03.2019 - 08.2023
  • Adhered to scheduled routes and accomplished timely drop-offs and pickups to comply with preset route criteria.
  • Followed all safety protocols when transporting students with special needs or disabilities.
  • Trained new bus drivers to familiarize them with bus equipment and protocol.

Tax Return Preparer

Morenia Acosta Tax Services
Paterson, NJ
01.2022 - 05.2022
  • Prepared and filed individual tax returns for 20+ clients, ensuring compliance with all tax laws and regulations, and achieving a 99% accuracy rate.
  • Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.

Financial Planning Assistant Internship

National Treasury Of The Dominican Republic
Distrito Nacional, SD
08.2015 - 11.2015
  • Assisted in preparing financial reports and budget proposals for government projects.
  • Collaborated with team members to analyze spending patterns and resource allocation.
  • Facilitated communication between departments for effective budget management processes.

Education

MBA - Finance

William Paterson University of New Jersey
Wayne, NJ
05.2024

Bachelor of Science - Finance And Economic

William Paterson University of New Jersey
Wayne, NJ
05.2023

Associate of Science - Business Administration

Passaic County Community College
Paterson, NJ
06.2021

Bachelor of Science - Business Administration

Technological University of Santiago
Dominican Republic
06.2016

Skills

  • Financial analysis and reporting
  • Budget and resource management
  • Knowledge of financial regulations
  • PowerPoint and RStudio proficiency
  • Data interpretation skills
  • Reliability and consistency
  • Mathematical proficiency
  • Collaborative teamwork
  • Verbal and written communication
  • Time management skills
  • Problem-solving abilities
  • Attention to detail

Awards and Accomplishments

  • Award for Outstanding Senior in Economics, Department of Economics, Finance and Global Business at William Paterson University, Spring 2023
  • 'It's a big dream': Paterson mom balances life and class schedules with eye on Wall Street
  • An Immigrant, Wife, Mom of 2, School Bus Driver and Standout Student with a Double Major in an Accelerated Master's Program: Morenia Acosta '23, MBA '24

Certification

· Insurance Producer:

Accident & Health; Life; Property & Casualty.

Languages

Spanish
Native/ Bilingual

Timeline

Financial Services Accounts Representative

Frantz Gaston Jr. State Farm Agency
04.2024 - 06.2025

Tax Return Preparer

Morenia Acosta Tax Services
01.2022 - 05.2022

School Bus Driver

We Care School Trans
03.2019 - 08.2023

Financial Planning Assistant Internship

National Treasury Of The Dominican Republic
08.2015 - 11.2015

MBA - Finance

William Paterson University of New Jersey

Bachelor of Science - Finance And Economic

William Paterson University of New Jersey

Associate of Science - Business Administration

Passaic County Community College

Bachelor of Science - Business Administration

Technological University of Santiago

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