Rohan Popat

Operations Associate

Mississauga, Ontario, Canada7 yrs 5 mos experience

Highly Stable

Key Highlights

Over CA$4M in annual payroll tax savings generated.
Recovered over US$1M in outstanding funds.
Led multi-jurisdictional audits across Canada and USA.

Stackforce AI infers this person is a Financial Strategy and Compliance Expert with a focus on Tax and Auditing.

Contact

Skills

Core Skills

AuditsTaxLegal DraftingFinancial Reporting

Other Skills

Account ReconciliationAccountingAccounting StandardsAccounting SystemAdvanced ExcelAdvisoryAnalytical SkillsAnalyticsBudgetingBusiness Process ImprovementChange ManagementClient relationsComplianceCompliance managementCompliances

About

I am a dynamic professional with over 10 years of international experience in financial strategy, tax advisory, legal compliance, litigation and drafting. As a Chartered Accountant, Lawyer and Canadian CPA Candidate, I leverage my deep technical expertise and innovative mindset to transform complex financial and regulatory challenges into strategic opportunities. Throughout my career - from leading multi-jurisdictional audits at Infosys to advancing upto the decision makers at the Consulting practice of a boutique accounting firm, I have continuously positioned myself not only as an executor of best practices, but also as a thought leader who re-imagines and optimizes key business processes. My approach is built on clear, high-impact communication, creative problem solving and strategic innovation. For instance, I spearheaded initiatives that generated CA$4M in annual payroll tax savings, while recovering over US$1M in outstanding funds. I am passionate about inspiring cross-functional teams to adopt forward-thinking strategies that drive measurable change. I welcome opportunities to connect with professionals and organizations seeking transformative financial leadership. Let’s connect and explore how we can partner and redefine success in today’s dynamic financial landscape.

Experience

7 yrs 5 mos

Total Experience

1 yr 10 mos

Average Tenure

Current Experience

Infosys ltd

4 roles

Manager - Corporate Accounting Group

Promoted

Apr 2024 – Present · 2 yrs 2 mos

I have been managing the Onsite Finance operations of the Infosys Group for Canada and USA, which broadly inter alia entails the following activities:
Led multi-jurisdictional audits across CRA (Payroll Trust), MOF (EHT), US IRS (401K), US State DOLs (Payroll) and US Counties (Property Tax)
Directed Canadian payroll and workers’ compensation filings across provinces
Oversaw compliance with Canadian and US GAAP/ IFRS/ accounting standards and tax regulations through accurate financial reporting, reconciliations and timely filings across multiple geographies
Managed US statutory filings for unemployment insurance and withholding tax
Handled appeals/ litigation for Canadian EHT, US unemployment tax, etc
Oversaw branch financial provisioning and asset validation - ensuring accuracy in the US Fixed Asset Register and timely property tax payments
Developed and executed tax credit initiatives - including CRA SR&ED, Quebec WSDRF and US Georgia/ California Training Tax Credits - to maximize financial benefits
Drove US hub compliances from statutory, strategic and business perspectives
Managed insurance renewals, procurement and audits ensuring cost-efficiency
Led comprehensive contract reviews - analyzing financial and tax implications
Managed corporate relationships with banks, insurance providers and vendors
Contributed to strategic initiatives, process improvements and system enhancements (e.g. garnishments, ROEs, T2200 forms, car rentals, employee benefits, etc)
Provided cross-functional support to Payroll, Tax, Treasury, Accounts Receivable, Accounts Payable, Claims, Business and other functions
Drove process enhancement projects, automation and system upgrades
Managed team operations, trained new hires and fostered collaboration and synergy - Earned multiple accolades - including Domain Champion and RISE - for leading transformative initiatives and delivering measurable improvements

Multi-jurisdictional auditsFinancial reportingTax credit initiativesCompliance managementContract reviewsAudits+1

Associate Manager - Corporate Accounting Group

Jul 2023 – Mar 2024 · 8 mos

Managed the Onsite Finance operations of the Infosys Group for Canada and USA.

Associate Manager - Corporate Accounting Group

Dec 2020 – Jul 2023 · 2 yrs 7 mos

Broadly stated, this part of my role at Infosys revolved around the following tasks:
Taking care of the Payroll function, being the largest P&L cost item, for USA
Satisfying payroll, tax withholding and related compliances
Carving out periodic schedules, budgets and forecasts
Performing Flash, book closure and MIS
Creating provisions for month, quarter and year end
Undertaking analysis of periodical variances
Driving process improvement and automation initiatives
Participating in statutory and special purpose audits
Maintaining the right coordination with the Onsite team, the service providers and the authorities
Adhering to the concerns of Tax, HR, DPO, Legal and other teams for different asks
Reviewing contracts with focus on financial and tax implications
Analyzing crucial cost drivers, effort utilization and other financial metrics to optimize the spending
Handling all business and other divisions' queries, by taking them to effective closure

Senior Associate

Feb 2019 – Aug 2019 · 6 mos · Bengaluru, Karnataka, India

Major areas of my work during the course of my stint at Infosys were:
Schedule, Flash and book closure related activities:
Tax returns and other unitary filings;
Tax and statutory audits;
Preparation of/ co-ordination in drawing up financial statements;
Periodic provisioning and variance analysis;
Review of tax clauses in customer and vendor contracts; and
Process/ system improvement and automation initiatives.

B. r. popat & co., chartered accountants

Partner

Aug 2019 – Nov 2020 · 1 yr 3 mos · Ahmedabad Area, India

I was predominantly responsible for the following tasks of this Consulting firm:
Representation before assessing and appellate authorities (Commissioner and Tribunal);
Appearance before Income Tax Settlement Commission;
Drafting of written submissions and petitions for clients’ cases;
Preparing legal documents and submissions for professionals;
Advisory on issues such as interpretation of statute, DTAA/ tax treaty and international tax;
Search and seizure cases;
Returns, audits, attestations and other filings/ compliances;
Conducting of seminars and meet-ups; and
Networking and client relations.

Legal draftingTax advisoryClient relationsLegal DraftingTax

B. r. popat & co., chartered accountants

Partner

Nov 2015 – Dec 2018 · 3 yrs 1 mo · Ahmedabad

At this Consulting firm, I was primarily and independently entrusted with the following assignments:
Representation before assessing officers and all levels of appellate authorities (Commissioner and Tribunal);
Appearance before Settlement Commission for search and seizure cases;
Drafting of written submissions and petitions;
Returns and other filings/ compliances;
Tax audits and attestations;
Advisory on tax and other issues; and
Networking and client relations.

Tax auditsFinancial statementsProcess improvementAuditsFinancial Reporting