David Matulis
Aspendale,VIC
Summary
With over 12 years in the property sector I am highly organized and self-motivated professional experienced in project management, team development and process improvement. Skilled in developing and implementing strategies to increase efficiency and performance. Passionate about driving business and individual growth and ensuring I am creating positive and inclusive work environment. I am a strong problem solver and an independent thinker and decision maker.
Overview
20
20
years of professional experience
Work History
Associate Director - Property Accounting
Fitzroys
07.2021 - 10.2023
- Assisted senior leadership in managing all aspects of the trust (both sales and rentals) and property accounting within the business
- Prioritized tasks and allocated resources appropriately to keep teams focused and productive.
- Ensure the year end trust audit was completed in a timely and accurate manner with no exceptions
- Established policies and procedures and provided training to our off-shore staff, including travelling to the Philippines to meet them
- Ensured training and assistance was provided to the property management team for outgoings budgeting and year end outgoings auditing & reconciliations
- Dealt with a variety of landlords ranging from mum and dad investors to large institutional clients to ensure information was provide to help fulfil their accounting & reporting needs whilst also providing support to 1600+ tenants
- Provided support to the property management team for some large inner city office buildings, shopping centres as well as other commercial and retail spaces
- Led a team of 6 on-shore trust accountants, 3 off-shore trust accountants and 2 lease administration staff, supervising daily performance as well as training and improvement plans.
- Managed the end to end implementation of the MyBuildings Facilities Management System along with the integration and information share between MyBuildings and Cirrus8
- Provided ongoing training and upskilling for Trust Accounting Team and other staff in both Cirrus8 and MyBuildings
- Assessed risks associated with team activities and implemented appropriate procedures to mitigate potential problems.
- Reviewed and developed policies and procedures with the property management team to ensure the most effective transfer of information and use of Cirrus8
- Communicated all capacity, sourcing and technology gaps with the directors
- Ensured key business metrics were tracked on a monthly basis to provide accurate reporting
- Ensured the continued development and maintenance of strong relationships with our external IT supplies, creditors and external software providers.
Trust Account Manager
Fitzroys
01.2016 - 01.2021
- Developed and ensured continuing strong relationship with key internal stakeholders within the business
- Project managed the staged implementation of the Cirrus8 accounting software and the transfer of detailed records and information for 1600+ commercial tenancies and 700+ commercial landlords
- Managed the internal change management process that comes with changing property management software whilst also managing the external change management process for landlords and creditors as well
- Managed a team of 6 on-shore trust accountants to complete the monthly end to end trust accounting process for each owner
- Routinely undertook and reviewed the trust accounting team policies to identify potential efficiencies, whilst also developing policies and procedures to cover any area of concern
- Ensured that all queries from external and internal stakeholders were answered within a 24 hour period
- Ensured continued training and upskilling of staff within the department
- Assisted with It across the business and took a key role in ensuring the continued development and functionality
- Developed in conjunction with Toshiba and RPO an invoice scanning program, policy and procedure to more effectively close invoices and more quickly and effectively get invoices scanned and paid
- Ensured the annual audit process was smooth and effective, whilst also ensuring there weren't any exceptions
- Provided training and assistance for the property management team to ensure all reporting requirements were met, including creating new reports
Trust Accountant
Melcorp Property
01.2015 - 12.2015
- Managed all trust transactions, including receipting, payments and reconciliations for 1400+ residential tenancies and around 100 commercial tenancies
- Managed another staff members to ensure all of the teams tasks and obligations were met in a timely manner
- Ensured all invoices were sent to commercial tenants in the correct format and in a timely manner
- Evaluated and improved financial records to make important business decisions.
- Leveraged finance knowledge to strengthen controls and improve transparency.
- Collaborate with senior business leaders to review policies and procedures to ensure best practice standards were in place
- Ensured strong relationships with key internal and external stakeholders
- Fostered a more inclusive relationship between the property management and trust accounting departments
Trust Accountant
Hodges Prahran/South Yarra
01.2011 - 12.2014
- Handled the full trust accounting process for a rental trust of over 1200 residential and 50 commercial tenants
- Oversaw the combining of 2 600 tenant databases into one, including ensuring all documentation was complete to allow the property management to be transferred
- Maintained the full sales trust including sales deposit, stakeholder releases, sect 27's and client paid advertising reconciliations
- Assisted and managed the 50 commercial tenancies ensure all regulations were complied with, including leasing and lease negotiation
- Provided assistance to both the property management and sales department in time of employee absences
- Maintained the general account, including payroll, and paying all other business expenses
- Maintained the monthly cash flow and cash projections of the business
- Ensures the annual audit was completed with no exceptions
- Reviewed policies and procedures to ensure all well best practice
Accountant
T J Ryan & Co
01.2004 - 12.2010
- Income Tax Returns, including Trusts, Companies and High Net Worth Individuals
- BAS preparation and lodgement
- IAS preparation and lodgement
- Business forecasting, budgeting & planning
- Audits (including real estate and transport industry)
- Preparation of statutory accounts
Education
B Bus (Acc) - Accounting
Monash University
Melbourne, VIC11.2007
VCE -
St Leonards College
Brighton, VIC12.2000
Skills
- Key Relationship Development
- Critical Thinking
- Process Improvement
- Project Management
- Team Leadership
- Problem Solving
- Change Management
- Complex Reconciliations & Accounting Issues
Additional Information
I am currently Chairman of the Mens Competition Group of Cricket Souther Bayside
I have an Agents Representative Cerificate
Timeline
Associate Director - Property Accounting
Fitzroys
07.2021 - 10.2023
Trust Account Manager
Fitzroys
01.2016 - 01.2021
Trust Accountant
Melcorp Property
01.2015 - 12.2015
Trust Accountant
Hodges Prahran/South Yarra
01.2011 - 12.2014
Accountant
T J Ryan & Co
01.2004 - 12.2010
B Bus (Acc) - Accounting
Monash University
VCE -
St Leonards College
Similar Profiles
Louis McNairLouis McNair
Arborist Assistant at Kingston City CouncilArborist Assistant at Kingston City Council
Yana PopovYana Popov
Orthoptic Assistant at Dr. Jessica Luzhansky (2020NOW)Orthoptic Assistant at Dr. Jessica Luzhansky (2020NOW)
Andrea LangAndrea Lang
Management - Counter Hand at Flinders & Co ButcheryManagement - Counter Hand at Flinders & Co Butchery
Meredith ParkesMeredith Parkes
Registered Nurse in Paediatric Palliative and Respite at Very Special KidsRegistered Nurse in Paediatric Palliative and Respite at Very Special Kids
Raymond SteadmanRaymond Steadman
Agile Product Owner at Wells Fargo & CompanyAgile Product Owner at Wells Fargo & Company