- girl mom
- gym-rat
- reading
- action movies
ROSE MARY COGTAS
Cebu City
Summary
Trainer, Client Service Administrator and Accountant with 5 years in Financial Planning and 4 years in Accounting. Demonstrated success in improving team efficiency through strong communication and collaboration skills. Expertise in process optimization and client relationship management to support organizational goals.
Overview
9
9
years of professional experience
2
2
Certification
Work History
TRAINER
Elka Asenso Outsourcing Inc.
01.2024 - Current
- Developed and presented comprehensive training plans to Australian financial planning business clients.
- Customized training programs for new hires aligned with specific client business processes.
- Supported new CSAs during initial nesting period until full work mastery was achieved.
- Maintained up-to-date knowledge of industry best practices to incorporate into training programmes.
- Assessed student progress to respond to additional support needs.
- Conducted workshops for both new hires and existing team members to enhance skills.
- Collaborated with trainers to improve onboarding materials continuously.
CLIENT SERVICE ADMINISTRATOR
Elka Asenso Outsourcing Inc.
05.2021 - 12.2024
- Prepared review documents for financial advisers to support informed decision-making.
- Processed data entry through Worksorted and Xplan Financial CRMs, ensuring accurate records.
- Conducted research calls with superannuation, investment, and insurance providers for reliable information.
- Generated insurance quotations to align with client needs and proposals.
- Implemented recommendations for portfolio rebalancing, withdrawals, rollovers, and account applications.
- Reviewed team members' implementations to ensure protocol adherence.
- Managed company email inbox to enhance efficiency in paraplanning requests.
- Assisted accountants in obtaining Annual Tax Statements and relevant documentation for tax returns.
TAX COMPLIANCE SR. SPECIALIST
GreatEnglish Corporation
08.2019 - 12.2020
- Computed and filed monthly, quarterly and annual tax returns.
- Prepared Cash Flows, Bank Reconciliation, Profit and Loss report and Income Statement.
- Liaised with external auditor for the preparation of Annual Income Tax
- Settled previous years' open cases with the Bureau of Internal Revenue
- Handled Accounts Payable, including data entry, reconciliation and disbursement.
- Assisted accounting team members
- Handled the compliance with the Securities and Exchange Commission.
- Processed the business's permit.
ACCOUNTING/ BOOKKEEPING STAFF
D&G Accounting and Bookkeeping Services
08.2017 - 07.2019
- Computed and filed monthly, quarterly and annual tax returns
- Prepare external audit reports including Cash Flows, Bank Reconciliation, Profit and Loss report and Income Statement.
- Settled previous years' open cases with the Bureau of Internal Revenue
- Handled the compliance with Securities and Exchange Commission.
- Processed business permits.
Education
BACHELOR OF SCIENCE IN - ACCOUNTING TECHNOLOGY
University of Cebu- Banilad
01.2017
SECONDARY SCHOOL -
Pit-os National High School
01.2013
Skills
- Microsoft Office Suite
- Collaboration tools
- Email management
- Financial software
- Accounting applications
- Customer relationship management
- Insurance platforms
- Investment portals
- Leadership skills
- Organizational abilities
- Problem-solving expertise
- Strategic planning
- Adaptability to training
- Quick learner
- Effective communication
- Training and development
- Public speaking
- Financial software proficiency
- Process optimization
Certification
- SAP Certification
- XPLAN Training through Monarch Institute
References
AVAILABLE UPON REQUEST
Interests
Timeline
TRAINER
Elka Asenso Outsourcing Inc.
01.2024 - Current
CLIENT SERVICE ADMINISTRATOR
Elka Asenso Outsourcing Inc.
05.2021 - 12.2024
TAX COMPLIANCE SR. SPECIALIST
GreatEnglish Corporation
08.2019 - 12.2020
ACCOUNTING/ BOOKKEEPING STAFF
D&G Accounting and Bookkeeping Services
08.2017 - 07.2019
BACHELOR OF SCIENCE IN - ACCOUNTING TECHNOLOGY
University of Cebu- Banilad
SECONDARY SCHOOL -
Pit-os National High School