Cody Malave
@codymalave
Detail-oriented finance professional with 7+ years of experience.
What I'm looking for
I am a finance and client management professional with over 7 years of experience in financial analysis, budget management, and customer-focused solutions. My expertise lies in reconciling financial records, processing payments, and generating data-driven reports that optimize organizational growth and compliance. I have a proven track record of leveraging analytical skills and effective communication to meet and exceed revenue goals in both remote and hybrid environments.
Currently, I work as a Finance Associate at Healthy Communities of the Capital Area, where I assist in creating financial and narrative budgets for grants totaling over $2 million. I have successfully designed and managed budget tracking spreadsheets for more than 25 projects, significantly reducing the month-end closing process by over 50% through automation. My previous roles, including Insurance Producer at State Farm and Admin II Clinical Reviewer at Maximus Inc., have further honed my ability to assess financial situations and ensure compliance with state regulations.
Experience
Work history, roles, and key accomplishments
Finance Associate
Healthy Communities of the Capital Area
Apr 2024 - Present (1 year 3 months)
Assisted in the creation of financial and narrative budgets for philanthropic, federal, and state-funded grants totaling over $2M. Designed and managed monthly and quarterly budget tracking spreadsheets to ensure accurate spend-down projections for 25+ projects across multiple fiscal years.
Insurance Producer
State Farm
Aug 2022 - Present (2 years 11 months)
Monitored and maintained clients’ financial accounts, processing payments via credit sources and financial institutions. Reconciled discrepancies in customer accounts through peer collaboration and cross-referencing ECRM records.
Admin II Clinical Reviewer
Maximus Inc.
Aug 2021 - Present (3 years 11 months)
Evaluated medical criteria for individuals seeking Medicaid-funded nursing facility placement to determine appropriate documentation for current and future assessment needs. Assessed individuals to document and determine program eligibility according to state level of care obligations.
Branch Manager Trainee
Hertz Inc.
Feb 2016 - Present (9 years 5 months)
Analyzed financial reports to optimize fleet utilization based on daily depreciation costs. Managed rotating physical inventory of $3M-$6M, which included conducting audits of fleet to ensure reconciliation with accounting records.
Education
Degrees, certifications, and relevant coursework
Western Governors University
Bachelor of Science, Business Administration, Accounting
Currently pursuing a Bachelor of Science in Business Administration with a focus on Accounting. This program is designed to provide a comprehensive understanding of business principles and accounting practices.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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