Peta Wilton

Peta Wilton Email and Phone Number

Investment Analyst @ MRL Investments
6/316 Adelaide Street Arc, Brisbane City,Queensland 4000,Australia
Peta Wilton's Location
Greater Brisbane Area, Australia
Peta Wilton's Contact Details

Peta Wilton work email

Peta Wilton personal email

n/a
About Peta Wilton

Peta Wilton is a Investment Analyst at MRL Investments. She possess expertise in leadership, microsoft office, teamwork, microsoft word, data analysis and 12 more skills. Colleagues describe her as "Peta is incredible. I worked with Peta in 2014 when she was my PASS Leader for one of my courses at university. Peta explained everything in a way that allowed a deep understanding of the concepts we were learning and I really appreciated her personal approach to teaching as it encouraged everyone to participate. Peta's drive to succeed is evident and inspiring, encouraging others around her to succeed too. "

Peta Wilton's Current Company Details
MRL Investments

Mrl Investments

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Investment Analyst
6/316 Adelaide Street Arc, Brisbane City,Queensland 4000,Australia
Employees:
7
Peta Wilton Work Experience Details
  • Mrl Investments
    Investment Analyst And Administration Manager
    Mrl Investments Nov 2017 - Present
    Brisbane, Australia
    • Assist with the overall investment portfolio strategy through reporting, educated decision making, industry research, high-level analysis and risk assessment.• Analyse, plan and review current and future investment decisions to support financial growth.• Monitor current assets from a financial perspective including liaising with the Facility Manager, Property Manager and any relevant parties.• Analyse and report on company accounts, profit & loss, financial reports, historical… Show more • Assist with the overall investment portfolio strategy through reporting, educated decision making, industry research, high-level analysis and risk assessment.• Analyse, plan and review current and future investment decisions to support financial growth.• Monitor current assets from a financial perspective including liaising with the Facility Manager, Property Manager and any relevant parties.• Analyse and report on company accounts, profit & loss, financial reports, historical data comparison and manage cash flows to ensure they are on budget.• Develop financial modelling and financial forecasting as needed.• Develop initiatives and policies with an aim to improve financial growth.• Attend high-level meetings including quarterly board meetings.• Manage day-to-day operations of the office.• Maintain monthly accounts including reconciliation, processing of payments, budgeting, cost control, tax obligations, financial forecasting, reporting and liaising with external providers. Show less
  • Mrl Investments
    Executive Assistant To The General Manager
    Mrl Investments Jun 2016 - Nov 2017
    Brisbane
    • Provide high level administrative and secretarial support to the GM by managing internal calendars, liaising with internal and external stakeholders on behalf of the GM and monitoring the GM’s emails to ensure important correspondence is prioritised• Coordinate quarterly Board meetings, prepare and distribute Board papers, agendas, resolutions and minutes, and coordinate travel and accommodation arrangements • Prepare and revise company policies and charters and maintain accurate… Show more • Provide high level administrative and secretarial support to the GM by managing internal calendars, liaising with internal and external stakeholders on behalf of the GM and monitoring the GM’s emails to ensure important correspondence is prioritised• Coordinate quarterly Board meetings, prepare and distribute Board papers, agendas, resolutions and minutes, and coordinate travel and accommodation arrangements • Prepare and revise company policies and charters and maintain accurate electronic and hard copies of corporate documents, records and reports to ensure accessibility and retrieval • Coordinate research and prepare summaries for the Investments Manager, draft legal documents, review insurance policies and contracts and prepare feasibility reports • Assist with the management of investments, business ventures and projects as required to ensure investments are profitable and projects come in under budget• Event management and coordination on behalf of the GM and Executive Management Team including monthly management meetings, Committee meetings and strategic planning workshops• Liaise with auditors and external consultants to ensure timely and accurate financial reporting is achieved Show less
  • Kpmg Australia
    Accountant
    Kpmg Australia Feb 2016 - Jun 2016
    • Conducted external audits and played a key role in the engagement delivery by preparing work paper files and communicating audit progress and findings in status meetings• Ensured compliance with established internal control procedures by examining records, operating practices and documentation, and prepare financial reports based on findings
  • Griffith University, Australia
    Financial Business Analyst
    Griffith University, Australia Jul 2015 - Jan 2016
    • Implemented a new University-wide Management Reporting Suite, aimed at improving the efficiency of monthly budget reporting • Provided analytical support, scenario modelling and validation for the University’s annual budget and student admissions process, including student fees, student load and related data(Fixed term contract)
  • Accounting One
    Client Services Coordinator
    Accounting One Mar 2010 - Nov 2012
    • Provided a high level of secretarial and administrative support to senior management, including office management, coordinating conferences and events, producing marketing materials, managing human resource documentation and maintaining the website• Effectively managed client relationships with a focus on exceeding client expectations• Identified opportunities for improvement and implemented a quality assurance system to ensure all work was of the highest standard and completed within… Show more • Provided a high level of secretarial and administrative support to senior management, including office management, coordinating conferences and events, producing marketing materials, managing human resource documentation and maintaining the website• Effectively managed client relationships with a focus on exceeding client expectations• Identified opportunities for improvement and implemented a quality assurance system to ensure all work was of the highest standard and completed within strict deadlines• Directly managed and supported the Receptionist including coordination of reception relief• Trained and supervised new staff, monitored performance and provided ongoing support• Developed ‘how to’ procedural guides for various aspects of the business to ensure quality outcomes• Managed accounts receivable and client billing, successfully reducing outstanding accounts exceeding 14 days Show less

Peta Wilton Skills

Leadership Microsoft Office Teamwork Microsoft Word Data Analysis Financial Modeling Powerpoint Research Microsoft Excel Project Management Business Analysis Public Speaking Legal Research Time Management Policy Customer Service Financial Analysis

Peta Wilton Education Details

Frequently Asked Questions about Peta Wilton

What company does Peta Wilton work for?

Peta Wilton works for Mrl Investments

What is Peta Wilton's role at the current company?

Peta Wilton's current role is Investment Analyst.

What is Peta Wilton's email address?

Peta Wilton's email address is p.****@****.edu.au

What schools did Peta Wilton attend?

Peta Wilton attended Griffith University, Oxford Brookes University.

What skills is Peta Wilton known for?

Peta Wilton has skills like Leadership, Microsoft Office, Teamwork, Microsoft Word, Data Analysis, Financial Modeling, Powerpoint, Research, Microsoft Excel, Project Management, Business Analysis, Public Speaking.

Who are Peta Wilton's colleagues?

Peta Wilton's colleagues are Khanyisa Khanyisa, Grace Zeriga-Gati, Madeleine Morehari, Jonathan Cole.

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