Naga Anil Samoju
Financial Controller
Hyderabad
Summary
Accomplished finance controller and Capital markets leader with over 18 years’ experience across global Investment Banks specializing in Product Control, PnL reporting and financial risk analysis across Fixed Income, Equities and Derivatives.
Proven success in transitioning Product control Processes and roles from multiple global locations (New York, London, Paris and Zurich) which resulted in significant cost savings and process efficiency improvement.
Proficient in managing large-scale finance operations and executing transformations, transitions across geographies. Adapting partner with Front office, Risk teams and other stakeholders in providing actionable insight and contributing for decision-making.
Overview
1
1
Certification
19
19
years of professional experience
Work History
Associate Director
UBS Business Solutions
06.2023 - Current
- Led daily production, reconciliations, validation for FIC and Equity Derivatives desk and improved efficiency and achieved multi fold efficiency improvement.
- Led stakeholder communications, team management of, and performance appraisals.
- Ensured accuracy of daily operations and accurate P&L reporting and resolve breaks through coordination with stake holders (operations, IT, and settlements.)
- Mentored team members in strategic initiatives and process improvements and help them improve their productivity in achieving team goals.
Functional Head
Société Générale, Bangalore
03.2015 - 06.2023
- Managed product control operations team covering Equities and Fixed Income products.
- Handled month-end reconciliations of back-office ledgers, P&L validation, and balance sheet finalization.
- Partnered with front office, risk, and finance teams to ensure accuracy in P&L reporting.
- Transitioned multiple product control processes from Paris to Bangalore (2015 & 2016).
Team Lead
Cognizant Technology Solutions (UBS Account), Hyderabad
06.2010 - 02.2015
- Supported UBS FICC Business Unit Control for daily P&L reporting and balance sheet close.
- Transitioned FICC PnL process from multi locations (London and Switzerland) to Hyderabad and achieved the cost efficiency.
- Ensured timelines for monthly GBSOV (Balance sheet) sign off and attestation of Ledger Accounting data.
- Prepared commentaries on P&L variances and communicated results to BUC teams in London and Stamford.
Finance Executive
HSBC Bank
10.2008 - 05.2010
- Performed FOBO reconciliations and daily P&L validation for Corporate Bonds and Preferred Equities.
- Transitioned NY PC process from multi locations New York to Gurgaon and achieved the cost efficiency.
- Resolved MTM, price, and quantity breaks and prepared management aging reports.
Analyst
Lehman Brothers, Mumbai
04.2008 - 09.2008
- Worked in Capital Markets – Prime Services, preparing hedge and P&L reports for EQ-Swap business.
Advisor
Motilal Oswal Securities, Mumbai
05.2007 - 04.2008
- Analyzed NSE F&O markets and disseminated option strategies to advisors.
Education
PGDM - Finance
SCMS-Cochin
Kochi01-2007
B.Com - Acharya Nagarjuna University
Andhra Loyola College
Vijayawada01-2005
CFA Level 1 Candidate - undefined
Skills
Product Control
Certification
Completed Certification course from Udemy - IFRS 9 – Financial Instruments
Timeline
Associate Director
UBS Business Solutions
06.2023 - Current
Functional Head
Société Générale, Bangalore
03.2015 - 06.2023
Team Lead
Cognizant Technology Solutions (UBS Account), Hyderabad
06.2010 - 02.2015
Finance Executive
HSBC Bank
10.2008 - 05.2010
Analyst
Lehman Brothers, Mumbai
04.2008 - 09.2008
Advisor
Motilal Oswal Securities, Mumbai
05.2007 - 04.2008
CFA Level 1 Candidate - undefined
B.Com - Acharya Nagarjuna University
Andhra Loyola College
PGDM - Finance
SCMS-Cochin
Awards & Achievements
Received ‘Outstanding Performance’ Award –UBS Product Control., Active member of NCC - National Cadet Corps and Holder of NCC-C Certificate.