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Cody Woodard

@codywoodard

I support accurate financial accounts, reporting, reconciliations, and operational analysis in regulated, deadline-driven environments.

United States

Message

What I'm looking for

I'm seeking an accounting or financial analysis role where I can apply reconciliations, reporting, Excel analysis, and process improvement in a regulated, deadline-driven environment.

At Morgan Stanley, I service client investment accounts in a regulated environment, resolve transaction inquiries, and identify discrepancies in account records while coordinating accurate, timely requests across internal teams.

Previously, I managed transportation accounts at Freedom Trans USA, analyzing freight rates, expenses, pricing, and profitability. I built Excel tracking tools for invoicing and operational reporting and bring an accounting foundation in GAAP, reconciliations, variance analysis, auditing, and internal controls.

Experience

Work history, roles, and key accomplishments

Current

Financial Services Representative

Current

Morgan Stanley

Feb 2026 - Present (7 months)

Service client investment accounts in a regulated environment, solving transaction-related inquiries and coordinating with internal teams to complete requests accurately and on time. Identify and resolve discrepancies in client account records, applying strong attention to detail comparable to account reconciliation and variance-review work.

Client Relations Account Reconciliation Variance Analysis Regulated Environments

Education

Degrees, certifications, and relevant coursework

University of North Georgia

Bachelor of Business Administration, Accounting

Activities and societies: Dean's List; Beta Alpha Psi, CPD Member

Pursuing a Bachelor of Business Administration in Accounting at the University of North Georgia, with expected graduation in December 2025. Recognized on the Dean's List and active in Beta Alpha Psi.