Ratheesh T

Experience

• 

  Renaissance Hotels

  May 2008 - May 2010

  Accountant

  Renai 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 Show less

• 

  Carisma Solutions Private Limited

  Jan 2010 - now

  • 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 Show less Carisma 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 Show less

  • Project Director at Carisma Solutions & Purple Quay - Wealth Management

    Jul 2021 - now

  • Financial Planning- Manager

    Jan 2018 - Jun 2021

  • Financial Planning- Assistant Manager

    Mar 2014 - Jan 2018

  • Senior Processor - SMSF & Financial Planning

    Jan 2010 - Mar 2014