Wildlife Photography
Roshan Chetan
Assistant Manager - Implementation
Bangalore,KA
Summary
Proactive manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.
Overview
4
4
years of professional experience
19
19
years of post-secondary education
4
4
Certifications
Work History
Assistant Manager
Eton Solutions LP
12.2020 - Current
- Successfully managed three family offices during tenure, demonstrating exceptional financial acumen and the ability to handle complex portfolios
- Led a full implementation for two family offices, streamlining operations and optimizing financial strategies
- Developed a good understanding of US taxation regulations and compliance procedures, contributing to enhanced financial decision-making and ensuring adherence to legal requirements
- Assisted in K-1 and 1099 reconciliation for both family offices
- Effectively supervised the main financial ledger, encompassing responsibilities like recording and scrutinizing journal entries, conducting meticulous account reconciliations, and generating comprehensive financial reports
- Played a pivotal role in client relations by training multiple clients on the company's software solutions
- Acquired diverse sales experience, demonstrating versatility, and contributing to business growth efforts
- Consistently contributed to the growth and success of the financial technology company through a multifaceted role encompassing management, training, and sales, showcasing a commitment to advancing the organization's goals
- Achieved three promotions within four years in a financial technology company, reflecting a strong work ethic, consistent performance, and potential for leadership roles.
Education
BBA - Finance
Center For Management Studies
Bengaluru, India 04.2001 - 07.2020
MBA - International Finance
Queen Margaret University
Musselburgh, Scotland 04.2001 -
Skills
Operations Management, Product and service knowledge, Customer Relationship Management (CRM), Staff Training and Development, Strategic Planning, Project Management, Team Leadership, Problem-solving abilities
Certification
Former Toastmasters International Area Director
Interests
Scuba Diving
Wildlife Photography
Hobby that I've been pursuing for over 10 years, predominantly practiced in India and Africa
References
References available on Request
Timeline
Assistant Manager
Eton Solutions LP
12.2020 - Current
BBA - Finance
Center For Management Studies
04.2001 - 07.2020
MBA - International Finance
Queen Margaret University
04.2001 -
Former Toastmasters International Area Director
Certified Advanced Scuba Diver (PADI)
Google Project Management
Microsoft PowerBI
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