Richard Bermundo, Jr., CPA

Analyst at Luminous
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Contact Information
us****@****om
(386) 825-5501
Location
Northern Mindanao, Philippines, PH
Languages
  • English Professional working proficiency
  • Filipino Native or bilingual proficiency
  • Cebuano Native or bilingual proficiency

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Experience

    • Portugal
    • Human Resources Services
    • 1 - 100 Employee
    • Analyst
      • Dec 2021 - Present
    • United States
    • IT Services and IT Consulting
    • 300 - 400 Employee
    • Top Rated Accounting Professional
      • Jun 2018 - Apr 2022

      I help small businesses (including startups and professionals) grow and profit by generating financial reports that track assets, liabilities and income. With accurate financial reports, companies can make smart, informed business decisions based on the past performance and present financial health of the company. Let me manage your financials so that you can focus in growing your business. I help small businesses (including startups and professionals) grow and profit by generating financial reports that track assets, liabilities and income. With accurate financial reports, companies can make smart, informed business decisions based on the past performance and present financial health of the company. Let me manage your financials so that you can focus in growing your business.

    • Google Sheets and Xero Bookkeeper
      • Jul 2019 - Mar 2022

      At Sagashi Labs, I do the following tasks: 1.) Maintains a multi-tab Google Sheet financial report containing all business-related income and expense transactions from January 2018 to present captured from 5+ bank and financial accounts; 2.) Receives reference documents, bank transactions listings, and account summaries via Gmail and processes them to update the main Google Sheet financial report; all received documents are further stored in Google Drive and linked to appropriate items in the Google Sheet file; 3.) Updates the client with the pending documents and action items per month, and maintains Xero for accuracy and completeness mirroring the records found in the Google Sheet report. Show less

    • Financial Services
    • 1 - 100 Employee
    • Excel Bookkeeper / Management Assistant
      • Jun 2018 - Mar 2022

      At Media Deals, I was promoted as a management assistant perfoming ad hoc tasks to support management operations such as email creation and monitoring, business transaction analysis, accounts analysis, client calls, and handling meeting conferences. I previously worked as a back office staff performing assigned daily, weekly and monthly bookkeeping tasks such as recording and organizing reference documents, revenue and expense monitoring, and financial report generation. At Media Deals, I was promoted as a management assistant perfoming ad hoc tasks to support management operations such as email creation and monitoring, business transaction analysis, accounts analysis, client calls, and handling meeting conferences. I previously worked as a back office staff performing assigned daily, weekly and monthly bookkeeping tasks such as recording and organizing reference documents, revenue and expense monitoring, and financial report generation.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Excel and Quickbooks Bookkeeper
      • Apr 2019 - Oct 2019

      At Sigma Mergers and Acquisitions, I created montly Excel financial reports containing business-related expense transactions monitored and captured from 2+ financial accounts. At Sigma Mergers and Acquisitions, I created montly Excel financial reports containing business-related expense transactions monitored and captured from 2+ financial accounts.

    • Junior Accountant
      • Mar 2018 - Jun 2018

      Nature of Work: Accounting Performed the following tasks: 1.) Conducted monthly audit of the financial reports a gas and oil company 2.) Worked with a team of accounting professionals in providing bookkeeping and accounting services to international clients 3.) Used different accounting software applications in doing accounting tasks such as Peachtree Accounting, Xero, Quickbooks, MS Excel, and Google Sheets Projects as General Accountant: 1.) Embry Women’s Health - US Client (June 2018) • Imported and reconciled 4000+ bank transactions to Xero • Gathered and inputed financial and non-financial data from various sources like Gusto, Zenefits, HubDoc, and Chase Bank • Communicated daily with the general manager for progress updates • Imported and organized 900+ chart of accounts to Xero 2.) DyCom SmartStaff - Australian Client (March 2018 to June 2018) • Processed fortnight payrolls for 15+ employees (ave. of $7,500+ every fortnight), fortnightly staff and department profitability reports, and weekly cash flow forecasts • Processed invoices and charges for 20+ clients, managing receivables and payables and securing sufficient fund availability • Worked with a team of 6+ professionals, responding to 15+ daily emails Show less

    • Accounting Head
      • Feb 2017 - Dec 2017

      Nature of Business: Construction/Merchandising Performed the following functions: 1.) Headed the improvement of the company’s existing accounting and internal control systems covering 5+ departments 2.) Headed a team of 8+ employees in performing accounting functions involved in the sales process, delivering sold items, billing and collection of receivables, and other accounting-related functions 3.) Developed a refined inventory system to better monitor inventory activities, decreasing monitoring time by 30% 4.) Developed a system of monitoring accounts receivables, efficiently addressing billing and collection concerns Show less

    • Accounting Officer
      • Jun 2015 - Jan 2017

      Nature of Business: Food Processing/Food Retailing Performed the following functions: 1.) Increased process efficiency by 90% by developing an electronic cash management system programmed to determine the amount of funding needed per bank account which included the proper monitoring of the disbursed checks and deposited cash receipts 2.) Decreased the bank charges due to insufficient funding by 85% 3.) Supervised the disbursement of checks, averaging Php350,000 daily, ensuring that sufficient funds are available for the checks disbursed 4.) Supervised the counting of daily cash receipts amounting to a daily average of Php450,000 to be allocated and deposited to the 5+ company bank accounts in need of daily funding 5.) Refined and improved the existing reporting system of a restaurant branch, resulting in a 40% increase in process efficiency 6.) Monitored a restaurant’s daily operations which amounted to a daily average of Php35,000 gross sales 7.) Conducted monthly inventory counts of drinks and other restaurant stocks of 120+ brands 8.) Redesigned and implemented more effective bookkeeping procedures for a restaurant branch, decreasing accounts management time by 25% and improving the financial report preparation by 30% 9.) Processed weekly payroll for 17+ restaurant employees accurately and efficiently amounting to more than Php22,000 a week 10.) Headed the improvement of the company’s existing accounting and internal control systems covering 5+ departments Show less

    • Assistant Controller
      • Apr 2014 - May 2014

      Nature of Business: Food Processing/Food Retailing Performed the following functions: 1.) Handled cash receipts amounting to an average of Php450,000 daily from 10+ company-owned outlets, 50+ franchisees, and 2 restaurant branches 2.) Prepared an average of 9 daily cash and check deposit slips for the company’s 5+ bank accounts 3.) Assisted in the monitoring of disbursed checks, averaging Php350,000 daily Nature of Business: Food Processing/Food Retailing Performed the following functions: 1.) Handled cash receipts amounting to an average of Php450,000 daily from 10+ company-owned outlets, 50+ franchisees, and 2 restaurant branches 2.) Prepared an average of 9 daily cash and check deposit slips for the company’s 5+ bank accounts 3.) Assisted in the monitoring of disbursed checks, averaging Php350,000 daily

    • Temporary Office Assistant
      • Apr 2013 - May 2013

      Nature of Business: Food Processing/Food Retailing Performed the following functions: 1.) Assisted in various accounting functions which includes preparation of source documents and reports, and filing of documents Nature of Business: Food Processing/Food Retailing Performed the following functions: 1.) Assisted in various accounting functions which includes preparation of source documents and reports, and filing of documents

    • Temporary Office Assistant
      • Apr 2012 - May 2012

      Nature of Business: Food Processing/Food Retailing Performed the following functions: 1.) Assisted in various accounting functions which includes preparation of source documents and reports, and filing of documents. Nature of Business: Food Processing/Food Retailing Performed the following functions: 1.) Assisted in various accounting functions which includes preparation of source documents and reports, and filing of documents.

    • Student Assistant
      • Jun 2011 - Mar 2012

      Nature of Business: Education Performed the following functions: 1.) Assisted an average of 80 students daily in using the library facilities in doing research and other academic purposes 2.) Worked with a team of 4+ people to solve work-related problems Nature of Business: Education Performed the following functions: 1.) Assisted an average of 80 students daily in using the library facilities in doing research and other academic purposes 2.) Worked with a team of 4+ people to solve work-related problems

    • Temporary Office Assistant
      • Apr 2011 - May 2011

      Nature of Business: Construction/Merchandising Performed the following functions: 1.) Handled basic office duties including answering phone calls, assisting customers concerns, preparing reports, and functioning as a liaison. Nature of Business: Construction/Merchandising Performed the following functions: 1.) Handled basic office duties including answering phone calls, assisting customers concerns, preparing reports, and functioning as a liaison.

    • Student Assistant
      • Jun 2010 - Mar 2011

      Nature of Business: Education Performed the following functions: 1.) Assisted an average of 80 students daily in using the library facilities in doing research and other academic purposes Nature of Business: Education Performed the following functions: 1.) Assisted an average of 80 students daily in using the library facilities in doing research and other academic purposes

Education

  • Xavier University - Ateneo de Cagayan
    Bachelor's degree, Accounting
    2012 - 2015
  • Silliman University
    Bachelor's degree, Accounting
    2010 - 2012

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