Hi, I’m
Moses Costa
Stratford,CT
If you really look closely, most overnight successes took a long time.
Steve Jobs
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Responsible and motivated student ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills.
Overview
4
years of professional experience
Work History
Quadient, Inc.Milford, CT
Cash Application Specialist
05.2023 - Current
Job overview
- Input statement information, reconciled accounts and resolved discrepancies.
- Investigated past due invoices and delinquent accounts to generate revenues and reduce number of unpaid and outstanding accounts.
- Executed account updates and noted account information in company data systems.
- Generated various financial reports for supervisors and managers for review and forecasting.
- Enforced compliance with organizational policies and federal requirements regarding confidentiality.
- Completed efficient drop and bulk filing to maintain well-organized and easily accessed systems
Block AdvisorsWest Haven, CT
Tax Professional Assistant
11.2022 - 04.2023
Job overview
- Finalized and processed paperwork with local, state and federal government authorities.
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
Tallento Corp.Bridgeport, CT
Assistant Energy Auditor
06.2021 - 04.2022
Job overview
- Inspected and monitored energy systems and daylighting systems to determine energy use or potential energy savings.
- Researched market trends and customer needs.
- Managed energy efficiency program operations.
- Explained marketing and environmental benefits of purchasing renewable energy and differentiated products against traditional energy offerings.
- Researched and analyzed industry topics using spreadsheets and databases to support energy experts and company goals across multiple projects.
- Implemented technical consulting and advisory services for power project developers to support new utility-scale solar, wind, gas and battery energy storage.
Jackson HewittDefiance, OH
Tax Preparer
12.2020 - 06.2021
Job overview
- Calculated form preparation fees according to return complexity and processing time required.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
- Represented clients under audit before IRS to prove compliance with federal tax laws.
American Income Life Insurance CompanyTrumbull, CT
Life Insurance Agent
03.2020 - 07.2020
Job overview
- Communicated with clients to understand needs and identify best policies for each case.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Sought out new clients and developed clientele by networking to find new customers.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Education
Western Governors UniversitySalt Lake City, UT
BBA from Finance
05.2024
MasterschoolNew York, NY
Diploma from Data Analysis
03.2024
Yale UniversityNew Haven, CT
Diploma from Financial Markets
01.2024
Skills
- Business Analytics
- GAAP Accounting
- MS Office Suite
- Structured Query Language (SQL)
- Problem-Solving
- Decision-Making
- Project Management
- Professional Communication
Languages
English
Native/ Bilingual
Portuguese
Native/ Bilingual
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Cash Application Specialist
Quadient, Inc.
05.2023 - Current
Tax Professional Assistant
Block Advisors
11.2022 - 04.2023
Assistant Energy Auditor
Tallento Corp.
06.2021 - 04.2022
Tax Preparer
Jackson Hewitt
12.2020 - 06.2021
Life Insurance Agent
American Income Life Insurance Company
03.2020 - 07.2020
Western Governors University
BBA from Finance
Masterschool
Diploma from Data Analysis
Yale University
Diploma from Financial Markets