Rithik Raghu
Melbourne,Australia
Summary
Dynamic and detail-oriented finance professional with a proven track record in financial analysis, regulatory compliance, and operational enhancement. Recognised for delivering tailored retirement strategies and designing innovative forecasting models that boost efficiency. A strategic thinker and effective communicator, committed to continuous learning and making meaningful contributions to organisational success.
Overview
8
8
years of professional experience
Work History
Paraplanner
Rolcom Capital Pty. Ltd.
Melbourne
09.2024 - 04.2025
- Assisted financial advisers in executing financial plans, conducting investment research, and ensuring compliance with ASIC and the licensee.
- Conducted comprehensive financial analysis to support tailored retirement strategies. Leveraged financial planning software to develop modelling scenarios, manage client data, and communicate recommendations effectively.
- Formulated bespoke insurance advice aligned with individual goals, determining appropriate cover levels with a focus on liquidity risk.
- Designed a financial forecasting model that accurately predicted future cash flows, enhancing operational decision-making.
- Led offshore teams in preparing Statements of Advice (SOAs), ensuring high-quality output and strict compliance with regulatory standards.
Paraplanner
Reilly Financial
Melbourne
05.2023 - 08.2024
- Supported the preparation of financial statements and reports for advisers, ensuring accuracy and compliance with ASIC, APRA, and other regulatory standards.
- Developed insurance needs analyses to forecast client requirements, aligning premiums with risk tolerance and retirement goals.
- Evaluated investment opportunities and assessed risk-reward profiles using forecasting models in Xplan and other financial planning software.
- Audited financial statements to ensure compliance and accuracy, contributing to informed strategic recommendations.
- Implemented portfolio management systems and data analysis tools to enhance client servicing and streamline operational efficiency.
Customer Service Supervisor
Petbarn
Brunswick
10.2022 - 05.2023
- Monitored customer metrics and developed insights from customer engagement improving service performance by 50% over three months.
- Liaised feedback with senior management and actively supported servicing standards while enabling growth in customer satisfaction by 35% by timely responding to queries.
- Developed preventive care programs to reduce the occurrence of common diseases among indoor and outdoor pets and educated pet parents on managing symptoms.
Duty Manager
Coles Group
Port Melbourne
10.2019 - 08.2022
- Drove performance and process improvements by frequent evaluations of inventory workflows while improving team productivity.
- Monitored and managed the daily operations of the business, including scheduling, inventory control, and customer relations.
- Proactively identified and resolved any customer complaints or disputes and implemented preventive measures to avoid similar issues in the future.
- Trained and supervised staff to ensure all operational tasks were completed on time and to the required standard.
Finance Administrator
AJQ Technology Consulting
Melbourne
10.2021 - 02.2022
- Collaborated on a data remediation project for Generation Life, optimising client databases in preparation for a major system upgrade.
- Investigated financial discrepancies and consolidated investment records and client data to enhance accuracy and usability.
- Remediated data errors and synthesised client reports to support a seamless project handover while maintaining data integrity during migration.
- Contributed to process mapping initiatives to streamline workflows and minimise disruption during project handover phases.
- Assisted in developing internal compliance frameworks to ensure robust alignment with regulatory standards.
Sport Leader
Decathlon Sports
Mysore
02.2017 - 05.2019
- Engaged with customers through surveys and interviews to enable sporting event engagement growth which improved community engagement by 55%.
- Promoted to Sustainability leader in November 2018, I established best practices in sustainability reporting, digital marketing and implement change management practices.
- Developed B2B engagement strategies to deliver efficient systems and pipelines for multiple projects.
Education
Master of International Business -
RMIT University
12.2021
Bachelor of Commerce -
University of Mysore
05.2019
Skills
- Financial Analysis
- Creative Problem Solving
- Strategic Planning
- Compliance Knowledge
- Cross-Cultural Competence
- Strong Communication Skills
- Stakeholder Management
- Business Research Design
- Risk Management
- Detail-oriented approach
References
References available upon request.
Timeline
Paraplanner
Rolcom Capital Pty. Ltd.
09.2024 - 04.2025
Paraplanner
Reilly Financial
05.2023 - 08.2024
Customer Service Supervisor
Petbarn
10.2022 - 05.2023
Finance Administrator
AJQ Technology Consulting
10.2021 - 02.2022
Duty Manager
Coles Group
10.2019 - 08.2022
Sport Leader
Decathlon Sports
02.2017 - 05.2019
Master of International Business -
RMIT University
Bachelor of Commerce -
University of Mysore
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