RRRose Ravichandran
Operations Professional
Detroit, United States
Strategic operations professional with 7 years of experience in finance and investing, focused on reporting, transaction management, and process improvement for growth-oriented RIAs and private wealth teams. I have led operations across $20M to $500M AUM, strengthening client onboarding pipelines and back-office workflows for faster, more accurate processing. I drive compliant, scalable reporting systems and operational controls. At Village Global, I built automation that cut quarterly and annual report prep from one month to one week, and I led workflow redesign that reduced vendor invoice closing by 40% while improving AP system controls. I currently oversee operations for a $20M AUM independent wealth management firm, including transaction management, client onboarding, and quarterly financial reporting standards. I also bring SEC compliance experience from prior roles and hold the Series 65 to support advisory-focused operations.
Experience
Financial Administrator
Bison Wealth · Full-time
Dec 2025 – Present · 7 mths
Hybrid
· Direct operations for $20M AUM independent wealth management firm specializing in high-net-worth investors with sophisticated financial needs. · Oversee transaction management and client onboarding pipelines, streamlining back-office procedures to accelerate processing times for complex accounts. · Lead quarterly financial reporting and enhance analysis standards, improving accuracy and scaling the process nationwide across interconnected firms.
Business Consultant
Nick’s Grocery · Part-time
Apr 2024 – Dec 2025 · 1 yr 8 mths
Remote
· Supported development of a non-profit, mission-driven grocery business plan projected to generate $3M+ in annual revenue across diverse streams. · Partnered with leadership and non-profit consultants to build business plan and pro-forma models, successfully leading to donation round and acquisition of building space.
Operations & Finance Manager
Village Global · Full-time
Jan 2022 – Jan 2024 · 2 yrs
Remote
· Directed fund operations for $500M AUM and $10M operating budget, vendor management, wire disbursements, and SEC compliance. · Built reporting systems that cut quarterly and annual report prep time from one month to one week, increasing automation and accuracy. · Led workflow redesign that reduced vendor invoice closing by 40% and improved AP system controls, ensuring timely and compliant processing.
Operations Manager
Raymond James · Full-time
Dec 2019 – Mar 2021 · 1 yr 3 mths
· Supervised daily operations for $200M AUM private wealth team, processing $1M+ in daily money movements and trades. · Assisted with office expansion, including direction and training of new admin team.
Operations Specialist
All County Property Management
Sep 2018 – Mar 2019 · 6 mths
I worked as an Operations Specialist at All County Property Management during this period.
Office Manager
Guardian Management
Oct 2017 – Aug 2018 · 10 mths
I worked as an Office Manager at Guardian Management during this period.
Operations Assistant
Tebo Properties
Mar 2017 – Oct 2017 · 7 mths
I worked as an Operations Assistant at Tebo Properties during this period.
Education
Series 65 | Uniform Investment Adviser Law Examination
Series 65 | Uniform Investment Adviser Law Examination
St. John’s College
B.A., Liberal Arts
Skills
Languages
English
Native or bilingual proficiency