Melvin Mathews
kerala
Summary
To obtain a challenging finance position where I can leverage my analytical, problem-solving, and communication skills to help drive business growth and profitability. With a strong academic background in finance and accounting, and experience in financial analysis, accounting, and financial reporting, I am eager to apply my skills and knowledge to contribute to the success of the organisation.
Overview
3
3
Languages
5
5
years of professional experience
Work History
Senior Associate
Kpmg
Bangalore, India
02.2026 - Current
- Experienced in US Tax Information Reporting and Withholding, with a focus on FATCA, CRS/AEOI, Forms 1099 and 1042-S.
- Conduct FATCA/CRS and AEOI analysis to determine reporting requirements and applicable tax classifications.
- Prepared and reviewed 1042-S reporting workpapers, validating recipient information, income codes, withholding amounts and reporting details to ensure compliance and accuracy.
- Work on Form 1099 reporting and validation, ensuring information is accurately captured and meets reporting requirements.
- Prepare AEOI workpapers and reporting templates, including data analysis and validation prior to submission.
- Perform review and validation of tax documentation, including W-8 series forms, W-9 and related Chapter 3/Chapter 4 classification requirements.
- Perform form validation and quality reviews to identify discrepancies, missing information and reporting errors.
- Support XML generation and validation for AEOI/tax information reporting requirements.
- Utilised tax reporting and compliance platforms including OneSource, MD3, KPMG 1042-S/1099 portal and KPMG AEOI reporting tools to streamline reporting processes.
- Collaborated with team members and stakeholders to resolve documentation and reporting-related issues, ensuring timely resolution to meet deadlines.
- Develop a strong understanding of US withholding tax concepts, FDAP/ECI, FATCA classifications and information reporting requirements.
- Adapt to new processes and reporting requirements while maintaining accuracy, compliance and timely delivery during high-volume reporting periods.
Senior Tax Analyst
Deloitte
Bangalore, India
11.2022 - 02.2026
- I was part of Global Information Reporting Ecosystem (GIR Ecosystem) helps clients meet their requirements with a broad spectrum of tax reporting services in a scalable, reliable, and secure way.
- Working on Information reporting frontier, specializing in the Foreign Account Tax Compliance Act (“FATCA”), Common Reporting Standard (“CRS”) by OECD.
- Doing U.S. & Non-Resident Alien (NRA) Withholding and Reporting, FBAR Reporting.
- Working on Withholding and Reporting on Form 1042.1042-S, 8804/8805s and Reviewing IRS Tax Forms (W8s and W9) and Self Certifications.
- Engaged in Timely reporting and submission of accurate reports and required backup data in jurisdictions worldwide
Management Trainee
GTM & Sons
06.2021 - 07.2021
- 2 months of experience in GTM & sons as a management trainee. By this internship I learned skills such as Macro-Economic Analysis, Portfolio
- Construction, Ratio Analysis, Technical Analysis etc. and involved research on wealth management.
- Collaborated with senior managers to plan and implement operational strategies.
- Gained knowledge on mentoring, training and managing own staff by shadowing senior staff.
- Oversaw customer service operations to maintain high levels of satisfaction and loyalty.
Wealth Management Intern
Hedge Equities Ltd.
Kochi
04.2021 - 06.2021
- 2 months of experience in Hedge Equities Private Limited as Wealth management Intern. This internship helped me to learn skills such as macro-economic analysis, portfolio construction, ratio analysis, technical analysis etc. and involved research on wealth management.
- Collaborated with team members to achieve target results.
- Managed complaints with calm, clear communication and problem-solving.
- Maintained clean, safe working environments to eliminate accident risks.
Education
Master of Business Administration - Finance
Christ University
Bangalore, India04-2022
B. Com - Finance and Taxation
Baselius College, M G University
Kerala, India03-2020
12th - CBSE
Marygiri CMI Public School
03-2017
10th - CBSE
Marygiri CMI Public School
03-2015
Skills
- Team Player
- Time Management
- 1099 Pro
- FATCA reporting
- US tax compliance
- AEOI analysis
- Withholding validation
- Microsoft Office
- One Source
- AEOI Filer
- Gosystem
- Adobe PDF
Languages
English
Malayalam
Hindi
Timeline
Senior Associate
Kpmg
02.2026 - Current
Senior Tax Analyst
Deloitte
11.2022 - 02.2026
Management Trainee
GTM & Sons
06.2021 - 07.2021
Wealth Management Intern
Hedge Equities Ltd.
04.2021 - 06.2021
Master of Business Administration - Finance
Christ University
B. Com - Finance and Taxation
Baselius College, M G University
12th - CBSE
Marygiri CMI Public School
10th - CBSE
Marygiri CMI Public School