Vivek Mogale
Bengaluru
Summary
Finance professional with strong experience in asset management, fund accounting, financial analysis, and taxation across global financial services firms. Proven expertise in Canadian tax compliance, PFIC analysis, fund distributions, and board-level reporting. Adept at financial planning, reporting, forecasting, and process automation to enhance accuracy and efficiency. Highly organised, detail-oriented, and capable of managing multiple priorities while collaborating effectively with onshore and cross-functional teams.
Overview
7
7
years of professional experience
Work History
Tax Associate II - Canadian Tax
KPMG Global Services
Bengaluru
01.2024 - Current
- Prepared and independently filed Canadian Trust Returns (T3) and Foreign Income Verification Statements (T1135) with high accuracy during peak busy seasons.
- Conducted PFIC analysis and prepared reconciliation reports and detailed tax workbooks for 250+ funds, ensuring correct foreign income calculations.
- Managed monthly, quarterly, semi-annual, and year-end distributions for over 130 funds across five sub-clients, ensuring timely and compliant reporting.
- Developed budget vs. actual variance reports to support onshore review and decision-making.
- Collaborated directly with KPMG onshore teams to resolve review notes, implement adjustments, and improve processes.
- Automated key processes, significantly reducing manual effort, turnaround time, and human error.
Financial Analyst
Northern Trust
Bengaluru
05.2022 - 01.2024
- Prepared Fund Board Reports presented to Board members, ensuring accuracy, compliance, and clarity.
- Developed financial analysis reports and presentations using sound financial principles.
- Monitored daily markets across multiple asset classes, ensuring accurate security pricing for NAV calculation.
- Supported fund accounting teams by resolving pricing, custody, and valuation queries.
- Streamlined reporting processes to consistently meet Service Level Agreements (SLAs).
- Ensured compliance and timely resolution of discrepancies with internal stakeholders and external business partners.
Audit and Tax Consultant
Chartered Accountants Firm
Pune
08.2018 - 10.2021
- Assisted auditors in planning audits, setting timelines, budgets, and executing audit engagements.
- Prepared financial statements, audit reports, and year-end journal entries.
- Identified internal control deficiencies and recommended corrective actions.
- Ensured compliance with statutory laws, regulations, and professional standards.
- Worked extensively on Indian Direct and Indirect Taxes including Income Tax, TDS, VAT, and GST.
- Provided administrative and operational support to ensure smooth audit execution.
Education
MBA - Finance
Sikkim Skill University
Sikkim12.2024
Master of Commerce (M.Com) - Commerce
SP College
Pune03.2022
Bachelor of Commerce (B.Com) - Commerce
SMCC
Pune06.2019
Bachelor of Commerce (B.Com) - Commerce
HR College of Commerce
Mumbai05.2016
HSC - Commerce
Hirachand Nemchand College of Commerce
Solapur05.2015
SSC -
English School
Mangalwedha05.2013
Skills
- Canadian Tax Returns (T3, T1135)
- PFIC Analysis & Foreign Income Verification
- Fund Accounting & Fund Allocations
- NAV Pricing & Asset Valuation
- Financial Statements & Reconciliations
- Asset Management & Wealth Operations
- GAAP & Accounting Standards
- Advanced Excel (Automation, Reconciliations, Reports)
- Financial Reporting & Analysis
- Strong Communication & Stakeholder Management
Languages
English
Proficient
C2
Hindi
Proficient
C2
Marathi
Proficient
C2
Kannnada
Proficient
C2
Gujarati
Intermediate
B1
Career Interests
- Finance
- Asset Management
- Wealth Management
- Investment Operations
Achievements Awards
- Awarded Most Consistent Performer for three consecutive months
- Awarded Star Performer of the Month twice in a year
- Awarded Most Valued Performer
Timeline
Tax Associate II - Canadian Tax
KPMG Global Services
01.2024 - Current
Financial Analyst
Northern Trust
05.2022 - 01.2024
Audit and Tax Consultant
Chartered Accountants Firm
08.2018 - 10.2021
MBA - Finance
Sikkim Skill University
Master of Commerce (M.Com) - Commerce
SP College
Bachelor of Commerce (B.Com) - Commerce
SMCC
Bachelor of Commerce (B.Com) - Commerce
HR College of Commerce
HSC - Commerce
Hirachand Nemchand College of Commerce
SSC -
English School