Summary
Overview
Work History
Education
Skills
Leadership Experience
References
Timeline
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Kyle Cody

Lansdale,PA

Summary

Finance and accounting professional with over 4+ years of experience in financial accounting and reporting within the property management and business sectors. Demonstrates expertise in financial analysis, advanced Excel, and process improvement, ensuring GAAP compliance and operational efficiency. Committed to fostering team development and embracing innovative methodologies to enhance financial transparency and drive results.

Overview

10
10
years of professional experience

Work History

Staff Accountant - Portfolio

Morgan Properties
Philadelphia
12.2022 - 02.2025
  • Maintained detailed financial records for a portfolio of 50+ properties and ensured timely and accurate reporting while conducting in-depth analysis of balance sheet accounts during month-end.
  • Prepared monthly journal entries and recorded operating distribution entries for each entity.
  • Performed general ledger reconciliations, portfolio reconciliations, and account analysis to ensure accuracy during month-end.
  • Streamlined the financial reporting process with integrated real estate technologies for financial reporting processes that led to strengthening financial transparency and enabling quicker financial analysis.
  • Supported budgeting and forecasting efforts for assigned entities to assist in financial planning and decision-making.
  • Presented new reporting methodologies that strengthened the month-end process and supported financial decision-making across all teams.
  • Prepared and analyzed financial reports, including income statements, balance sheets, and cash flow statements.
  • Provided financial analysis for insurance receivables, mortgages and escrows, open WTN's, roof rents and utility deposit during month-end.
  • Reduced the prepaid sewer expense across all wholly owned properties by 12% YOY in 2024 with strategic utility analysis and detailed reconciliations.
  • Partnered with internal teams and external partners to support investment accounting, reconciliation, and compliance efforts.
  • Developed a portfolio budget to variance schedule that strengthened financial analysis during month-end.
  • Communicated with asset managers for additional transaction details on investment activity, or provided guidance on best practices for transaction classifications.
  • Conducted comprehensive fixed asset oversight and managed capital expenditures while ensuring compliance with GAAP.

Staff Accountant - Business Management

Enterprise Holdings
Philadelphia, PA
12.2020 - 10.2022
  • Partnered with Business Management to identify revenue opportunities and trends to increase sales, control expenditures, and reduce risk while mentoring team members in professional development.
  • Analyzed continuous monitoring of internal controls and detected risk issues to improve business processes while adhering to ethical and compliance standards.
  • Acted as a formal and informal mentor for various personnel to aid in their professional development and personal transition.
  • Established a weekly asset report template for reconciling general ledger accounts, multiple bank statements, and clear, detailed procedures and guidelines.
  • Collaborated with staff teams to achieve work goals and adhere to deadlines.
  • Trained new employees on risk management policies and accounting processes through the use of branch evaluations and cost control meetings.
  • Drove financial performance of assigned areas by producing controllable cost projects, risk assessments and implementing plans/goals to correct deficiencies.
  • Exposure in A/P and A/R tracking, bank, credit card and petty cash reconciliations.
  • Managed financial operations across Philadelphia & New Jersey, optimizing $35M+ annual expenditures through strategic internal controls and risk protocols.
  • Performed financial analysis on high-risk audit areas and presented findings to Risk Manager & Controller., Submitted accurate and timely month-end accruals.
  • Delivered superior level of customer service to all business clients.
  • Developed and implemented cost control initiatives through data-driven analysis, presenting strategic recommendations to Risk Manager and Controller.

Senior Associate

CedarBrook Country Club
Blue Bell, PA
03.2015 - 08.2020
  • Provided outstanding customer service to over 100+ members and guests at a family-oriented private country club by communicating effectively and maintaining a professional and friendly attitude to ensure a positive experience for all.
  • Maximized member satisfaction by assisting with all possible needs and applying member/guest feedback to service improvement efforts.
  • Core competencies include maintaining equipment/storage area to ensure all inventory is protected, effective communication, excellent listener, time management skills and handling tasks with accuracy and efficiency.
  • Trained new personnel to understand course etiquette, terminology used and effective people skills.

Education

BACHELOR OF SCIENCE - FINANCE AND MARKETING

West Chester University
West Chester, PA
05.2020

Skills

  • Advanced Microsoft Excel
  • Financial analysis and reporting
  • Budgeting and forecasting
  • Utility analyst
  • CAM reconciliations
  • Audits
  • Property tax
  • Mortgage payment processing
  • Accruals management
  • Process improvement and implementation
  • Attention to detail
  • Time management
  • Strong communication skills
  • Experienced with various business management platforms: (Microsoft, Yardi, Banner, Sage, RealPage, Conservice, Oracle PeopleSoft)

Leadership Experience

Finance Analyst - West Chester University Investment Club:

  • Engaged in group discussions with executive board members on financial market and investment banking research., Synthesized research regarding current prospective equity investment for the growth and value fund utilizing the Bloomberg terminal. Strategic research involved in-depth analysis through multiple sectors including, Semiconductors, Index/ETF Funds, REITS, Treasuries & Yields.

Vice President and Executive of Recruitment - Pi Kapp Phi Fraternity:

  • Organized and collaborated ideas with executive board and national committee leaders on future goals and intentions.
  • Responsible for overseeing the work of various committees within the fraternity, ensuring that they are functioning effectively and meeting their goals.
  • Led recruitment events, and responsible for attracting new members and ensuring the quality and quantity of the chapter's membership.
  • Engaged in group discussions with executive board members on financial market and investment banking research., Synthesized research regarding current prospective equity investment for the growth and value fund utilizing the Bloomberg terminal. Strategic research involved in-depth analysis through multiple sectors including, Semiconductors, Index/ETF Funds, REITS, Treasuries & Yields.

References

References available upon request.

Timeline

Staff Accountant - Portfolio

Morgan Properties
12.2022 - 02.2025

Staff Accountant - Business Management

Enterprise Holdings
12.2020 - 10.2022

Senior Associate

CedarBrook Country Club
03.2015 - 08.2020

BACHELOR OF SCIENCE - FINANCE AND MARKETING

West Chester University

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