Samar R, Cfa
About Samar R, Cfa
Samar R, CFA, serves as the Finance Executive to the Group Chief Financial Officer at HSBC, where he focuses on digital transformation and financial risk management. He has extensive experience in finance and advisory roles across various leading companies, including Blackstone, PayPal, and Goldman Sachs.
Current Role at HSBC
Samar R serves as a Finance Executive to the Group Chief Financial Officer at HSBC. In this role, he focuses on digital transformation and financial risk management. He acts as a C-Suite advisor to both the CFO and CIO, providing insights on sustainability and impact investing, particularly in ESG investing. Samar leads initiatives in net zero leadership and serves as the Diversity Head and HR Finance Lead for Retail Private Wealth Global Markets at HSBC. His responsibilities also include vendor management and third-party digital transformation.
Previous Experience in Finance
Samar R has extensive experience in the finance sector, having held various senior positions at notable companies. He worked at Blackstone as Director of Advisory Investments and Risk from 2020 to 2022. Prior to that, he served as Senior Vice President of Finance for SaaS Payments at PayPal. His experience also includes roles at Citi, where he was Head of Mergers and Acquisitions and Head of Investment Banking, as well as positions at Morgan Stanley, SAP, and Amazon, among others.
Education and Expertise
Samar R holds a Master of Business Administration (MBA) from Harvard Business School and a Master of Science (MS) from the Massachusetts Institute of Technology. He also earned a Bachelor of Science (BS) from Stanford University. His expertise includes transitioning on-premises systems to cloud-based solutions, with a focus on DevOps and cybersecurity. He specializes in managing multi-million dollar business spend approvals and software infrastructure banking as a service.
Advisory and Leadership Roles
In addition to his executive roles, Samar R acts as an infrastructure board advisor, focusing on hybrid-cloud and multi-cloud platforms. He provides advisory services in anti-money laundering (AML) and know your customer (KYC) compliance. His leadership extends to initiatives in diversity and sustainability, where he plays a key role in promoting ESG principles within organizations.
Career Timeline
Samar R's career spans over a decade, with significant roles at leading financial institutions and consulting firms. He began his career at Goldman Sachs, where he served as Vice President and later as Managing Director in Investment Banking. His subsequent roles included Director of Business Intelligence at Microsoft and Director of Finance and Administration at the Massachusetts Institute of Technology. His diverse experience across various sectors has equipped him with a comprehensive understanding of financial management and strategic advisory.