Ratheesh T Email and Phone Number
Ratheesh T work email
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Ratheesh T personal email
An MBA graduate in Finance with bachelor’s degree in computer science, having over ten Years of experience in representing the interests of Australian FINANCIAL PLANNING market in areas of admin tasks, Preparation of compliance documents and implementationI love what I do. I am always curious to travel with new technologies and innovations to listening and learning from others by ensuring a win -win relationship. My key professional attributes include the ability to build an excellent team by trusting the people and by making their life better through sharing ideas and strongly believe that “EXPERIENCE” is the best teacher which nobody can beat.
Carisma Solutions Private Limited
View- Website:
- carisma-solutions.com.au
- Employees:
- 460
-
Project Director At Carisma Solutions And Purple Quay - Wealth ManagementCarisma Solutions Private LimitedChennai, Tn, In -
Project Director At Carisma Solutions & Purple Quay - Wealth ManagementCarisma Solutions Private Limited Jul 2021 - PresentChennai, Tamil Nadu, India• Develops the strategic Project Plan with the team and manages the team’s performance • Responsible to secure acceptance and approval of deliverables of the projects. • Responsible for communication, including status reporting, risk management, escalation of issues and making sure the project is delivered in budget, on schedule, and within scope.• Acts as a vocal and visible champion, legitimizes the project’s goals and objectives, keeps abreast of major project activities, and is a decision-maker for the project.• Participate in project planning and the development of the Project Initiation Plan -
Financial Planning- ManagerCarisma Solutions Private Limited Jan 2018 - Jun 2021Chennai, Tamil Nadu, IndiaJob Profile:• Make sure Team performance, client delivery, quality and communications are accurate• Taking initiative for strengthening team performance• Working closely with Directors and Partners for adding new client engagements• Working with Human Resource department for hiring new associates• Helping clients in overcoming their problems• Trouble shooting• Owning responsibilities for trainees• Sharpening technical and leadership skills for teammates -
Financial Planning- Assistant ManagerCarisma Solutions Private Limited Mar 2014 - Jan 2018Chennai, Tamil NaduJob Profile:• Working closely with project Directors• Keep updated in preparation of compliance documents• Reviewing of compliance documents• Owning client responsibilities• Developing team according to client requirement -
Senior Processor - Smsf & Financial PlanningCarisma Solutions Pvt Ltd 2010 - Mar 2014ChennaiCarisma Solutions - Enabling success of Accounting and Financial Advisory firms across Australia & New ZealandJob Profile:• Prepare sound financial plans to ensure clients meet their goals• Advise clients on current financial issues and make recommendations• Build relationships• Analyze clients’ financial statuses• Portfolio Management• Examine and suggest financial opportunities• Develop sound plans and budgets • Customize financial plans according to clients’ changing needs• Help clients implement their plans and carry out transactions• Present suitable financial products and services• Maintain updated knowledge of regulations, practices and financial products• Research and Analysis of Investments• Motivate team to meet client expectations• Manage conferences with clients and teamSoftware Exposures• BGL 360• APS Desktop Super• Class super• Bank Link• Xero • X Plan• Advisor Logic• C Cube• Share Point• Praemium -
AccountantRenaissance Hotels May 2008 - May 2010CochinRenai Cochin, a landmark 4-star rated exclusive boutique hotel having many roots in hotel industry across Kerala.Job Profile:• Controlling the payroll• Producing an accurate set of month-end accounts, with comparisons to forecasts and previous periods• Preparing profit and loss accounts and the balance sheet for senior management• Assisting in preparing budgets and business planning, including projected room revenue• Reconciling bank statements• Ensuring legislation is followed regarding VAT and PAYE• Chasing late payments, reporting bad debts and keeping a careful eye on the cash flow
Ratheesh T Skills
Ratheesh T Education Details
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University Of CalicutFinance And Financial Management Services
Frequently Asked Questions about Ratheesh T
What company does Ratheesh T work for?
Ratheesh T works for Carisma Solutions Private Limited
What is Ratheesh T's role at the current company?
Ratheesh T's current role is Project Director at Carisma Solutions and Purple Quay - Wealth Management.
What is Ratheesh T's email address?
Ratheesh T's email address is ra****@****.com.au
What schools did Ratheesh T attend?
Ratheesh T attended University Of Calicut.
What skills is Ratheesh T known for?
Ratheesh T has skills like Auditing, Income Tax, Accounting, Cash Flow, Accounts Softwares, Corporate Finance, Financial Planning, Tax, Management Accounting, Account Reconciliation, Tally, Bgl.
Who are Ratheesh T's colleagues?
Ratheesh T's colleagues are Charan Kumar, Saritha M, Dinesh Raghul Rs, Naveen Krishna, Pavithra Arul, Ishrath Jahan S, Nagarajan P.
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