Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Cody Connors

Pleasanton,CA

Summary

Driven investment banking professional successful gathering, modeling and utilizing key data for diverse projects. Technologically savvy and keen to learn new programs quickly. Top-notch administrator, leader and project manager. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

8
8
years of professional experience

Work History

Senior Associate

Standish Management
06.2024 - 09.2025
  • Trained and supported new team members, maintaining culture of collaboration.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Performed wide-ranging administrative, financial and service-related functions.
  • Proofread and edited documents for accuracy and grammar.
  • Reconciled accounts and reviewed expense data, net worth, and assets.

Associate

Standish Management
06.2023 - 06.2024
  • Input transfer data into system and manually updated accounting and certificate records.
  • Strengthened communication skills through regular interactions with others.
  • Gathered financial information, prepared documents, and closed books.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.

Client Associate

Standish Management
06.2022 - 06.2023
  • Facilitated new client onboarding process and investment account setup.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Handled day-to-day accounting processes to drive financial accuracy.

Manager on Duty

The Bay Club
02.2020 - 12.2020
  • As manager I would oversee daily operations ensuring efficient workflow and worker performance
  • Prepared daily updated operations reports for all managing staff
  • Active problem solving of issues and concerns for both members and employees
  • Provided new and prospective members with tours

Front Desk

The Bay Club
04.2017 - 12.2020
  • Welcomed members and guest to the club
  • Provided customer services with general information, billing, and events
  • Assisted new members with the onboarding process

Education

Bachelor of Science - Economics

Cal State East Bay at Hayward
12.2021

Associate - Economics and Mathematics

Las Positas College
12.2018

Skills

  • Effective communication in writing and speech
  • Financial account reconciliation
  • Project timeline estimation
  • Able to work independently with efficient time management skills
  • Flexible and adaptable
  • Foster positive workplace relationships
  • Advanced Excel and Google Sheets skills
  • Project management
  • Proficient in time management

Accomplishments

  • Covid-19 analytical regression project
  • Future technological economies project
  • Alameda beach cleanup crew
  • 2016 and 2017 Varsity Swimming West Coast Conference champion

Timeline

Senior Associate

Standish Management
06.2024 - 09.2025

Associate

Standish Management
06.2023 - 06.2024

Client Associate

Standish Management
06.2022 - 06.2023

Manager on Duty

The Bay Club
02.2020 - 12.2020

Front Desk

The Bay Club
04.2017 - 12.2020

Associate - Economics and Mathematics

Las Positas College

Bachelor of Science - Economics

Cal State East Bay at Hayward

Similar Profiles

CREATE PROFILE