Joseph Marles

Management at Ulton Chartered Accountants, Business Advisers and Financial Planners
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Contact Information
us****@****om
(386) 825-5501
Location
Brisbane, Queensland, Australia, AU
Languages
  • English -

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5.0

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Wes Stever

Joe is a very capable and dynamic financial manager and business strategy adviser. Joe's capability extends confidently across all aspects of P&L performance, budgeting, taxation, reporting, client relationship management and broader business strategy.

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Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Management
      • Jun 2020 - Present

      Responsible for analysing, reviewing, monitoring and evaluating the performance of a range of complex clients across multiple industries such as defence, manufacturing, wholesaling, retail, agriculture and finance. Includes provision of financial and non-financial analysis and accurate, timely and relevant reporting to partners of the firm. - Analysed, examined, and interpreted account records, complied financial information, and reconciled reports and financial data on a monthly and annual basis - Analysis of client systems with identification of inefficiencies and improvements to be made - Produced, analysed client financial information with focus on profit & loss variance analysis and reviewed future cashflows and budgets across a range of business structures such as agriculture, defence, manufacturing, wholesaling, retail and hospitality - Involvement in specific project budgeting and monitoring - Performed process analysis and communicated recommendations to management and stakeholders - Strong focus on client needs, goals with providing guidance and support to achieve them - Trained and mentored junior accountants along with managing direct reports - Performed work placements at client practices with little notice to perform monthly revenue, balance sheet and bank reconciliation including invoicing and paying suppliers and payroll - Established and maintained strong client relationships while endeavouring to increase client base - Maintained relationships with key stakeholders such as banks to reach client goals.

    • Senior Accountant
      • Jul 2015 - Jun 2020

    • Accountant
      • Jun 2010 - Jul 2015

Education

  • Griffith University
    Master of Business Administration - MBA, Business Administration and Management, General
    2022 - 2024
  • University of Southern Queensland
    Graduate Certificate, Leadership and Coaching
    2020 - 2022
  • Chartered Accountants Australia and New Zealand
    2013 - 2016
  • CQUniversity
    Bachelor's degree, Accounting
    2010 - 2013

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