Summary
Overview
Work History
Education
Skills
Hobbies
References
Timeline
Generic

Alec Wobcke

Summary

I am an organised and dependable individual successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities
to meet team goals.


With 4+ years of experience in the finance/accounting industry, I am a seasoned and driven professional with a hunger to expand my professional boundaries. Through the use of my current skillset, and exposure to a clientbase of a multinational company via my current position, my professional bedrock is sturdy and reflected in my work.

Overview

6
6
years of professional experience

Work History

Accounts Manager

Cloustruct
11.2024 - Current
  • Implemented efficient billing procedures to reduce outstanding receivables and improve cash flow.
  • Collaborated with purchasing department to reconcile vendor invoices and facilitate payments.
  • Increased account profitability by identifying areas for cost reduction without sacrificing quality or service levels.
  • Collaborated with sales teams to identify new opportunities, driving revenue growth.
  • Train and manage bookkeeper to maintain invoice registration
  • Manage company cash flow through monthly income and expense analysis
  • Advise directors of financial health of business
  • Maintain and manage all company payroll and superannuation obligations in line with Australian Standards
  • Manage accounts payable and accounts receivable obligations for all entities within group (5)
  • Liaise with subcontractors/suppliers to agree and maintain adequate payment terms
  • Reconcile multiple bank accounts and credit cards on a monthly basis between multiple entities
  • Correctly capture GST in intercompany transactions to fulfill BAS obligations

Tax Consultant

Ernst & Young
06.2023 - 10.2024
  • Reduced client tax liabilities by identifying applicable deductions and credits.
  • Streamlined tax preparation process for increased efficiency and accuracy.
  • Assisted clients in resolving IRS issues by navigating complex regulations and negotiating settlements.
  • Conducted thorough research to stay current on ever-changing tax laws, ensuring compliance for clients.
  • Liaise with clientbase stakeholders to communicate engagement scopes
  • Responsible for keeping up with relevant lodgement dates for client groups (multiple entities)
  • Provided expert guidance to clients during audits, minimizing potential penalties and interest charges.
  • Implemented effective record-keeping systems for clients, simplifying future tax preparations and improving organization.
  • Negotiated payment plans with taxing authorities on behalf of financially distressed clients, easing their burden.
  • Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
  • Utilized tax software to prepare returns and meet deadlines.
  • Developed spreadsheet models to accurately track tax information.

Accountant

Perrier Ryan Chartered Accountants
07.2022 - 06.2023
  • Responsible for the completion of income tax returns for individuals, sole traders, companies and trusts
  • Maintain client contact during finalisation process and educate client on any potential queries surrounding the returns
  • Phone calls in and out from clients and the Australian Tax Office regarding client information, refund estimates and other tax queries
  • Involved in client meetings with the partner, gathering information and establishing firm-client relationship
  • Routinely utilising excel for tax return workpaper completion. This included deduction calculations, potential gain/loss on the disposal of assets, calculation of capital gains tax, depreciation of assets etc.
  • Lodgement of business activity statements for clients (including accounting for GST)

Payroll Officer

PH Cleaning Services
09.2019 - 06.2021
  • Constructed the payrun via excel using employee timesheets on a daily basis
  • Frequent communication with CEO regarding variations and jobs for specific employees and their payment
  • Reconciliation of business expenses and employee payment via XERO
  • Phoning potential clients to give expression of interest leading to contracts
  • Communicating with other members of the office in order to organise and prepare financial statements for the CEO
  • Occasional delivery of goods to site for the team
  • Estimating and pricing of jobs for potential quotes

Education

Bachelor of Business - Finance/Accounting

Queensland University of Technology
Brisbane, QLD
06.2023

High School Diploma -

St, Joseph's College, Gregory Terrace
Spring Hill, QLD
11.2017

Skills

  • Preparation of financial statements in Xero, Myob and Excel
  • High proficiency in Microsoft Word, Excel, Powerpoint, OneNote, PDF
  • Strong office skills such as phone operation, multi tasking and achieving goals with deadlines
  • Skilled in Payroll, Bank Reconciliation, general journal work via Xero
  • Proficient at Accounts payable, General journal and general ledger work (TechOne)
  • Exceptional verbal communication (Verbal and Phone)
  • Successful at working on tasks alone and in a team
  • Strong attention to detail when given a task
  • Financial Analysis Competence
  • Excellent data analytics skills
  • Confident and experienced with client contact

Hobbies

Love of sports (basketball, rugby, football, Cricket, afl) and the Gym

Passionate about investing, the stock market and property

References

  • Upon Request


Timeline

Accounts Manager

Cloustruct
11.2024 - Current

Tax Consultant

Ernst & Young
06.2023 - 10.2024

Accountant

Perrier Ryan Chartered Accountants
07.2022 - 06.2023

Payroll Officer

PH Cleaning Services
09.2019 - 06.2021

Bachelor of Business - Finance/Accounting

Queensland University of Technology

High School Diploma -

St, Joseph's College, Gregory Terrace

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Alec Wobcke