1. Sampath Kumar Kataram
Phone :( +91) 40-27541401
Mobile: (+91) 8099884151 E-Mail: sampathkataram@gmail.com
Objective:
Intend to build a career with leading organization with committed and dedicated people, which will help me to explore myself
fully and realize my potential.
Professional Synopsis
• 3.5+ years of professional work experience.
• Working as a Senior Process Executive in Product control team at Cognizant Technology Solutions.
• Worked as Process Analyst for security pricing and security setup (reference data) team at Broadridge Financial
Solutions.
• Promoted from production (Level 1) to reviewer (Level 2) as a certifiers in span of six months at Cognizant.
• Worked with US, Canada and APAC (Hong Kong and Japan) clients in various projects worked so far.
• Performed completely managed and stretch roles, good logical and analytical skills.
• Have undertaken many remote transitions and implemented it successfully with high level of accuracy.
• I was part of new migration project pilot batch testing for Global process change implementation, as a part of
Integration of Middle Office (IMO).
• Holding Claritas Investment Certificate from CFA Institute.
Career Profile:
Organization : Cognizant Technology Solution Pvt. Ltd. (Hyderabad)
Designation : Senior Process Executive (Financial Controller)
Duration : Dec-2013 to Current date
Cognizant Technology Solutions is a leading provider of information technology and business process outsourcing
services. Currently at CTS I am working as a senior process executive in Product control group with UBS Investment bank
as client. We produce and validate daily, monthly and yearly set of P&L.
Client: UBS – APAC Product Control Group
• Daily Preparation of Profit & Loss for various kinds of Flow and Exotic derivatives for APAC region.
• Reconciliation of data between Ledger and risk management system and ensure P&L is accurately reported to
FO after exercising the controls and finding out the breaks between the ledger and risk management system.
• Identify, analyze and resolve the breaks between the various layers of GGL architecture and trader’s report.
• Posting of RAM / manual adjustment to clear breaks which ultimately lead to match final output of trader’s report
and GGL reports.
• Single point of contact for Japan offshore team and managing the team of two people.
• Work closely with the Front Office (Traders) and onshore counterparts to ensure proper reporting of P&L on daily
basis.
• Writing management reporting commentary on daily basis for Trade to Mark (TM), Mark to Market (MTM) and
Other Revenue Expenditure (ORE) P&L attributes on daily basis.
• Addressing ad-queries received from other teams especially during month end to clear the breaks for respective
team reporting purpose for the particular cost centers which ownership lies with me.
• Prepare weekly and monthly commentary package for various set of books on WOW and MOM basis which
includes analysis of P&L and the factors driving the P&L.
• Responsible for review of Pnl reports and Month end activities, solving and addressing the trader’s queries.

2. • Working on (GBSOV) Global balance sheet sign off and verification on monthly basis for each desk and singing
off BCS and maintaining the supporting docs and evidences for internal and external audit.
• Liaise with client to ensure that auditors and all other interested parties have all relevant information to complete
audits.
• Working on special projects, ad hoc requests and other analytical reports and presenting it to the client.
• Training the new joiner on daily Pnl production/review, monthly Balance sheet and other activities and helping
the team members to resolve the breaks.
• Creation and updating of SOPs and other documentation for the process in coordination with the onshore
counterparts.
Applications we use: BO (Business Objects)/Desktop Intelligence, EQ Launch Pad (Hydra), SAP
Career Profile:
Organization : Broadridge Financial Solutions (India)
Designation : Process Analyst
Duration : April-2012 to Dec-2013
Broadridge is a leading full-service outsourcing provider to the global financial industry, capable of meeting the most
demanding requirements for efficient, secure and scalable operational support.
Job Profile:
Client: Pershing LLC
Job Description:
• Broadridge-Pershing team at Hyderabad forms an integral part of the Security Information Group (SIG) at
Pershing, NJ, USA. It plays a vital role in maintaining market prices for the securities in the Pershing database
and in ensuring that the month end customer statements reflect true market value. Activities consist of daily,
weekly and monthly pricing. The month end activities are the most critical and they span over the last 5 business
days.
• Working on (Product Master) Mainframe system through virtual desktop CITRIX.
• Researching for prices on vendor like Bloomberg, IDC, and SIX Fin Corp etc and updating the same on (PROM
– Product Master) for the requested securities (CUSIPs) from IBDs and other clients.
• Maintaining and updating the recent/live prices for all the securities held by the Pershing, which includes
updating the latest price into the system and not allowing the price to be stalled.
• Addressing mails and service centers regarding price and factor issues.
• Challenge the data vendors on discrepancies in the data reported by IBD’s and in house evaluation; like price
and factor variances.
• Processing critical files received from approved correspondents like CITI Bank.
• Timely completion of daily reports and updating on its findings, maintaining the manual factors list on a daily
basis which includes adding, deleting and updating;
• Processing and reviewing of the weekly and Monthly activities and imparted training to migration team.
Client: Master Security Description (MSD)
Job Description:
• Master Security Description (MSD) is the central source of information about securities. It maintains descriptive
security information, end-of-day prices, dividends, and other information for approximately nine million securities.

3. • MSD – Master Security Description, Which deals with Setup and amendment of various instruments traded in the
US markets namely; Municipal bonds, Agency bonds, Mortgage backed securities (MTGs), CMOs, CDOs and
money market instruments etc.
• Researching for the available sources of data and challenge data vendors on discrepancies in the data reported
by end clients.
• Making process related monthly reports like Broadcast report, MSR and ad-hoc reports in excel.
• MSD clients include leading financial service providers in the US like JP Morgan, Wells Fargo, Bank of America,
Royal Bank of Canada, BNP Paribas, BNY, Franklin Templeton and etc
• Recently moved to team ‘MSD – CANADA’, which deals with setups and amendments of Mutual funds, Equities
MTGs and other securities traded in the Canadian Market.
• Responding and making necessary changes to the securities in accordance with the corporate actions (CA),
bulletins and notifications released by the exchanges.
Career Profile:
Organization : Chetan Enterprises, Hyderabad. (Dealers in tailoring materials)
Designation : Accounts Executive (Part time)
Duration : May 2006-March 2012
Job Profile:
• General Accounting on Focus and MS-Excel, like making Sales Invoices and reports as required.
• Collecting and recording the receipts from debtors.
• Making payments to creditors by cheque or NEFT.
• Submission of Monthly VAT and CST returns
• Collecting and responding to the orders from customers through telephone and mail.
• Assisting accountant in making the Final Accounts and clearing the suspense account.
Achievements & Awards:
• Contributed an idea to reduce the number of steps for one particular Profit and loss account book and saved 20-
30Min resource time.
• Created standard excel template to find out the underlyings to make commentary writing easy.
• Have been sent to Pune BCP to ensure various process Flow smoothly.
• Promoted from production (L1) to review (Level 2) as a certifiers in span of six months.
• Performance Awards from Cognizant.
• Contributed an idea “Auto Description” and to improve process in team MSD.
• Contributed an idea to create a linkage for fraction and full side setups of Mutual funds in team CANADA.
• Awarded three “Star of the Month” awards in Pershing and one in MSD.
• Awarded six “Ace awards” for the extraordinary contribution during the month end, supporting process in the
absence of seniors and others team members and for the initiative taken during the process migration.
• Got a “Thank You” award for active participation in various CSR programs initiated by the Organization.
• Various appreciations by clients and management for my performance for handling complex issues with high
accuracy level.
• Changed the whole sum amount of book system of credit to bill wise payment system implementing the
‘collection period’ on the credit given to retails stores in the market at Chetan Enterprises.

4. Educational Qualification:
Post-Graduation
Bhavan’s Vivekananda College, Hyderabad 2012
Master’s in Business Administration – 66%
Specialization: Finance (major) & Marketing (minor).
Bachelors of Degree 2009
Sri Venkateshwara Global Degree College, Hyderabad
Bachelor of Commerce (B.com) – 69%
Board of Intermediate Education 2006
New Govt. Junior College Y.M.C.A., Secunderabad – 70%
Board of Secondary Education 2004
Govt High School Gunj, Bhongir (Dist.: Nalgonda) – 60%
Academic Project Work: ‘Analysis of Financial Statement – A study on Chetan Enterprises’.
Certifications:
• Completed Claritas Investment Certificate from CFA Institute.
• Foundation Program on Stock Investment at ICICI Direct.
• Successfully completed three NYIF modules ‘Fundamentals of Security market’, ‘Equities’ and ‘Asset Backed
securities’.
Technical Skills:
• MS-Office Suite, Focus and Tally
Strengths:
• Sound accounting and finance knowledge.
• Urge for continuous learning and skill development.
• Believe in team work and commitment towards the responsibilities taken.
• Flexibility to mould according to the requirements.
Personal Details:
Name : Kataram Sampath Kumar
Father’s Name : K. Suresh
Date of Birth : 4th
June 1988
Languages Known : English, Telugu and Hindi
Marital Status : Single
Nationality : Indian
Address : #6-6-426/259, Chacha Nehru Nagar, Bansilalpet, Secunderabad.

5. Declaration
I here by declare that the information furnished above is true to the best of my knowledge.
Date :
Place : (Sampath Kataram)

6. Declaration
I here by declare that the information furnished above is true to the best of my knowledge.
Date :
Place : (Sampath Kataram)