Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Ritwika Srivastava

Gurgaon

Summary

Driven and detail-oriented finance professional currently working as an Associate at KPMG India, specializing in tax compliance for Regulated Investment Companies (RICs). Proficient in preparing complex tax provisions and returns, with hands-on expertise in tools like Alteryx, GoSystem, and Excel to streamline workflows and ensure accuracy. Adept at interpreting financial data to deliver insightful management reports, drive operational efficiency, and support strategic decision-making. Known for resolving discrepancies under tight deadlines, fostering cross-functional collaboration, and mentoring peers to uphold high standards of compliance and continuous improvement.

Overview

2
2
years of professional experience

Work History

Associate 2

KPMG
10.2024 - Current
  • Led the preparation of 1120 RIC returns for complex mutual funds, incorporating corporate actions and adjustments such as Reverse Hybrids, bond adjustments, futures, swaps, and options.
  • Collaborated closely with onshore counterparts to strengthen proficiency in platforms like Ktools and AMP through structured training and hands-on execution.
  • Enhanced compliance accuracy and reporting efficiency by applying domain expertise in regulated investment tax structures.

Associate

KPMG
04.2023 - 09.2024
  • Prepared tax provision and distribution workpapers (Form 1120) and handled associated international tax forms including 1118, 8865, 5471, 8621, 8613, and PFIC schedules.
  • Contributed to shareholder reporting, fiscal and excise provision workbooks, and supported tie-outs for final financial drafts.
  • Ensured timely and accurate submission of e-filed XMLs for multi-state returns including NYC, NYS, MA, DE, among others.
  • Utilized advanced tools like Alteryx, GoSystem, and Excel macros to automate tax data preparation, reconciliation, and analytics—driving greater team efficiency.

Education

MBA -

Ajay Kumar Garg Institute of Management
Ghaziabad, India
08-2022

BBA -

ITM College of Management
Gorakhpur
06-2020

Skills

  • Advanced Excel Proficiency
  • Federal & State Tax Compliance
  • Regulated Investment Companies (RIC) Expertise
  • Automation & Workflow Tools (Alteryx, GoSystem, AMP, Ktools)
  • Business Communication & Collaboration
  • Status & Progress Reporting
  • Report Preparation & Forecasting
  • Process Knowledge (Tax Cycle)
  • People Support & Peer Training

Languages

English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Marathi
Beginner (A1)

Timeline

Associate 2

KPMG
10.2024 - Current

Associate

KPMG
04.2023 - 09.2024

MBA -

Ajay Kumar Garg Institute of Management

BBA -

ITM College of Management

Similar Profiles

CREATE PROFILE
Ritwika Srivastava