Joseph Marles
Management at Ulton Chartered Accountants, Business Advisers and Financial Planners- Claim this Profile
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English -
Topline Score
Bio
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.
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.
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.
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.
Experience
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Ulton
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Australia
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Financial Services
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1 - 100 Employee
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Management
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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.
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Senior Accountant
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Jul 2015 - Jun 2020
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Accountant
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Jun 2010 - Jul 2015
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Education
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Griffith University
Master of Business Administration - MBA, Business Administration and Management, General -
University of Southern Queensland
Graduate Certificate, Leadership and Coaching -
Chartered Accountants Australia and New Zealand
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CQUniversity
Bachelor's degree, Accounting