Joshua Oates
Sydney,NSW
Summary
Dynamic and highly competent finance professional proficient in financial analysis, analytical problem-solving, and verbal and written communication. Known for interpreting complex financial data to provide actionable insights under strict deadlines. I have a keen eye for detail and a passion for accuracy, bringing a proven track record for delivering high yielding results. Committed to driving excellence in finance operations while adapting to evolving market conditions.
Overview
4
4
years of professional experience
Work History
Analyst
Macquarie Group Limited
04.2024 - Current
- Retail Operations - Car Loans Accounts
- Analyzing intricate financial data using quantitative methods to deliver practical and reliable financial information to stakeholders
- Increased efficiency by streamlining data analysis processes and implementing automation tools, improving productivity by 25%, heavily reducing average handling times by 35%.
- Orchestrated key developments in financial projects, leading to a 0.7 FTE reduction.
- Conduct daily cash reconciliations
- Collaborate with cross-functional teams to provide insights and support for budgeting, forecasting, and financial planning processes
- Liaise with reconciliation teams to ensure accurate financial reporting and compliance with regulatory standards
- Assess risk factors and develop risk management strategies to mitigate potential financial losses
Associate
Macquarie Group Limited
11.2022 - 04.2024
- Retail Operations - Car Loans Portfolio Management
- Interpreting complex financial data to provide actionable insights to various stakeholders through quantitative techniques
- Authorizing the facilitation of funds through internal business systems on a daily basis
- Managing internal and external transactional requests on an ad-hoc basis
- Personal authorization of over $25 million worth of transactions
- Daily and weekly reporting of financial data with the reconciliations team
Hotel Manager (2IC)
ALH Group
12.2021 - 11.2022
- The Narrabeen Sands Hotel
- My duties as the Hotel Manager included:
- Providing adept analysis of key budget information, ranging from labor costs, inventory and general costing of hotel maintenance
- Directly working with and overseeing contractors in ongoing hotel maintenance
- Working closely with the Venue Manager in P&L analysis
- Proven track record of increasing KPI and sales through implementation of new effective strategies
- Managing a team of over30 hotel employees
- Handling cash and banking daily hotel earnings
- Developing and implementing programs designed to increase productivity and efficiency of hotel employees
Hotel Supervisor
ALH Group
09.2020 - 12.2021
- The Narrabeen Sands Hotel
- My duties as the Hotel Supervisor included:
- Assisting the Hotel Manager in building a safe and effective working environment
- Providing guidance and daily supervision of hotel employees
- Supervising hotel bookings and ensuring customer satisfaction was the utmost priority
- Overseeing the training of new hotel employees
- Undertaking performance reviews of hotel employees to ensure a high level of productivity and efficiency was maintained
Education
Bachelor of Economics (Continuing) -
Macquarie University
Sydney, NSWHigh School Certificate (HSC) - Economics, Advanced English, Mathematics, Ancient History and Religion
St. Paul's Catholic College
Skills
- Financial Data Analysis
- Microsoft Office
- Risk analysis
- Analytical Thinking
- SQL and databases
- Financial Reporting
- Organization and Time Management
- Excellent Verbal and Written Communication
- MS Excel
- Process Improvement
Timeline
Analyst
Macquarie Group Limited
04.2024 - Current
Associate
Macquarie Group Limited
11.2022 - 04.2024
Hotel Manager (2IC)
ALH Group
12.2021 - 11.2022
Hotel Supervisor
ALH Group
09.2020 - 12.2021
Bachelor of Economics (Continuing) -
Macquarie University
High School Certificate (HSC) - Economics, Advanced English, Mathematics, Ancient History and Religion
St. Paul's Catholic College
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