Job description

Portfolio Finance Manager

Technology is rapidly changing, with customers wanting to interact more quickly and securely with their service providers. For HSBC Technology, the ability to deliver innovative technology, rapidly, continuously, and safely, is at the heart of delivering the simpler, faster, better banking experience that our customers and colleagues expect.

Chief Technology Office (CTO) is global team of over 9,000 colleagues across 45+ markets. We are the technical foundation of the bank and manage HSBC’s underlying hardware and systems supporting over 250,000 colleagues enabling 50+ million customers around the world. The team includes Infrastructure and Global Cloud Services & DevOps. Our infrastructure estate spans data centres, databases, middleware, external and internal Cloud and end user technologies and devices, to name a few. We also lead all the networks and help desks. We’re here to enable colleagues and customers to bank and operate in a stable, safe and secure way.

The Portfolio Finance Manager leads the management and analysis of data, process and governance pertaining to financial control for Chief Technology Office (CTO) Portfolio & Programme Management (PPM) Finance team, covering some 250 projects across several large programmes totaling $240M P&L.

The Portfolio Finance Manager works with key senior stakeholders locally and globally and influences at GCB 3, 2 and 1 levels, frequently within the immediate organisation and occasionally beyond.

 What you will be doing;

 Responsibility for the quality of financial reports and analysis, across portfolios within remit

  • The development of broad relationships with key stakeholders, across a range of internal and external functions.
  • Lead, coach, train and develop employees, both on and offshore.
  • Influence key financial stakeholders to drive efficiencies and effective utilisation of funds across regions and entities.
  • Drive the execution of the annual budgeting process for portfolios within remit.
  • Lead the monthly reforecasting cycle for the entire CTO PPM community, drive adherence to deadlines and act as an SME to portfolios and provide advice and guidance as needed.
  • Lead global financial governance forums with key senior stakeholders.
  • Design and oversee plan to ensure that the team adheres to the period close timetable and meets all periodic close deadlines.
  • Lead the implementation of changes in financial processes and controls across the entire CTO PPM community, as instructed by Head of Portfolio Services.
  • Drive reporting requirements to enable informed senior management decisions based on accurate and timely data.
  • Collaborate effectively with key decision makers on financial planning and its inherent risks, issues and opportunities
  • Innovate to optimise financial processes and compiling reports, driving efficiencies and cost savings.
  • Lead team responsible for the production and reporting of financial data processing and analysis and driving process efficiency within the governance framework.
  • Continuously assess training needs around financials and address through appropriate mediums and forums, ensuring guidance documents and templates are up to date.
  • Actively seek to minimise variances across the portfolio and drive accurate forecasting by regular communication with portfolio and project leads.
  • Actively drive collaboration across various stakeholders from a demand, resourcing and financial perspective.
  • Establish reputation as a Finance expert in related area of expertise, using extensive knowledge in markets and products of specialisation



What you will bring to the role; 

To be successful in this role you should;

  • Be a qualified accountant (CIMA, ACCA) or accounting education at degree level from a reputable insitution with full understanding and working knowledge of forecasting of Cash, P&L, capitalisation processes and accruals/prepayments.
  • Have proven experience of managing monthly forecasting of $200M+ in an IT department of a large, global corporation.
  • Team management experience
  • Possess excellent stakeholder management
  • Have excellent understanding of common project management terms and concepts
  • Be a Self starter, dedicated and a team player.
  • Be organised and structured way of working.
  • Ideally have Banking experience.
  • Have Change Management experience


This role is based in London office 3 days per week with 2 days based from home

Come Power a Business that Defines How to Power the World

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions.  HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.


We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.


As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.


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Recruitment Helpdesk:


Tel: +44 (0) 207 832 8500