JENNIFER E. BERMUNDO
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114 G. Araneta Ave. Tatalon, Quezon City
--https://www.linkedin.com/JenniferBermundo
SUMMARY
Experienced SaaS Financial Software Trainer and Learning Consultant with 6+ years of expertise in
designing and delivering high-impact training programs for finance teams, businesses, and end-users.
Specializes in helping clients adopt and maximize financial technology through engaging training, software
implementation, and change management. Proven ability to optimize software adoption, simplify complex
workflows, and enhance compliance, ensuring long-term user success and operational efficiency
PROFESSIONAL EXPERIENCE
Learning & Development Consultant 2
Jun 2024 – Jan 2025
Spearheaded customized training programs to drive software adoption across diverse client environments,
with a focus on financial software systems.
Conducted needs assessments to tailor training solutions, leading to faster adoption and improved efficiency.
Partnered with product teams to incorporate new features and compliance updates into training content.
Provided coaching and performance assessments, fostering long-term client success and knowledge
retention.
Mentored junior consultants to enhance team capabilities and training delivery.
Learning Consultant 1
May 2022 – Jun 2024
Delivered tailored SaaS software training for finance professionals, optimizing client performance in platforms
such as QuickBooks.
Designed and led virtual and in-person training sessions, enhancing user proficiency.
Developed eLearning resources to support ongoing education and smooth software adoption.
Provided post-training support, ensuring clients maximized their use of new software features.
Client Application Specialist (Tier 1 & 2)
May 2018 – May 2022
Delivered technical support for MaxGalaxy, ActiveNet, and financial software, managing escalations and
resolving issues efficiently.
Assisted clients with software setup, troubleshooting, and complex workflows, optimizing user experience.
Trained end-users, improving their efficiency and increasing software adoption rates.
Worked with product teams to refine solutions based on user feedback and client needs.
CORE EXPERTISE
SaaS Financial Software Training – Specializing in QuickBooks, Loan Management Systems, and POS software
Corporate & Consumer Software Training – Tailored for finance professionals and business teams
Technical & Process Training – Simplifying complex workflows for improved user efficiency
Change Management & User Adoption – Driving smoother transitions to new financial platforms
Virtual & In-Person Training – Webinars, workshops, LMS, and e-learning solutions
Compliance & Security Training – Best practices in financial software and risk management
Learning Management Systems (LMS) – Designing and managing eLearning platforms for effective training
ADDITIONAL SKILLS & TOOLS
✔ Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) – Skilled in creating presentations, reports, and spreadsheets.
✔ eLearning Development & Curriculum Optimization – Expertise in designing effective learning modules for various
platforms.
✔ Client Relationship Management – Building and maintaining strong client relationships for long-term success.
✔ Team Leadership & Mentorship – Leading teams and mentoring junior consultants to enhance performance.
✔ SaaS & Accounting Software (QuickBooks, MaxGalaxy, ActiveNet) – Advanced user of financial software and SaaS
platforms.
✔ POS Systems & Retail Management – Proficient in POS systems, terminals, and retail management software.
✔ Project Management & Coordination – Managing timelines, resources, and team collaboration to deliver projects.
✔ JIRA & Confluence – Familiar with project management and collaboration tools for streamlined workflows.
✔ Salesforce Administration & Support – Administering and supporting Salesforce systems for client needs.
✔ Google Suite (Docs, Sheets, Slides, Drive) – Advanced user of Google collaboration tools for documentation and data
management.
✔ Communication & Presentation Skills – Excellent verbal and written communication, with a focus on clear, effective delivery.
EDUCATION
Technological University of the Philippines – Manila, Philippines
Bachelor of Science in Industrial Education
Major in Computer Education
June 2011 – March 2015