HSBC Group

If you’re looking for a career where you can make a real impression, join our Global Service Center (GSC)- HSBC and discover how valued you’ll be.

We are currently seeking an experienced professional to join our team in the role of

Senior Manager - Financial Planning & Analysis

Role purpose:

Finance Operations (FinOps) is an integral part of Global Finance, supporting teams around the globe through high quality delivery across a broad range of Finance activities. FinOps operates as one connected team of c3k FTEs (c35% of Global Finance) organised around key global processes; FinOps operates in multiple locations in India, Poland, priority and network markets. FinOps is currently undergoing a significant transformation to realign existing ‘global process owners’ towards the three future pillars, namely Accounting Operations, Data Operations and regionally led Reporting Operations.

Business Finance Operations (BFO) is a sub-function of FinOps and one of the aforementioned ‘global process owners’, specializing in the delivery of reports and insights for the Global Businesses and Entity/regional views– these cover revenue and sales performance, cost analysis, balance sheet management and profitability. BFO looks to partner with in-country Business Finance (BF) teams and align to similar strategic objectives to ensure effective finance partnering to the Business and with an holistic entity view – both BF and BFO are transforming to the future Insight & Advisory vision enabled by a single dataset through FOTC and new ways of working. 

Main activities:

• Apply commercial acumen to financial metrics, driving commercial performance and directing business/entity management to focus on profitable activities.
• Prepare analysis, provide recommendations to seize opportunities for growth and mitigate identified risks
• Lead in developing compelling executive presentations that recommend fact based and supported courses of action of decision makers.
• Determines the financial impact of initiatives/strategic business decisions, and incorporate the impacts into future financial forecasts.
• Design and produce regular and ad-hoc reports, dashboards and insights to help explain financial performance.
• Collaborate effectively across borders, coordinate globally with teams in India, UK, US and more.
• Partner with the business to create financial forecasting supported by underlying data.

Principal Accountabilities KPI and Targets: -

Service Delivery

• Provide guidance and act as a subject matter expert (SME) with regard to Global Business Data Management & Reporting for Americas.
• Review and preparation of the regional & country EXCO packs and other bespoke reporting.
• Support Forecast, Target changes, Budgeting and FRP at functional, entity and regional level. Requires good understanding of:  1) Finance Structure 2) Analytical Skills 3) Commentary writing, 4) Relationship; and 5) Senior stakeholder management.
• Work closely with business partners to add value on emerging priorities for the Business.
• Understand Business and entity requirements and interpret data to provide analysis driving decision-making.
• High interaction and exposure to Senior Global Finance leadership in Business Finance, entity and Regional CFOs and Regional Business teams and countries.
• Contribute or manage new projects alongside BAU deliverables.
• Ensure integrity and management of data submission.
• Monitor operational timeline for preparation and submissions and other internal customers.
• Write clearly and concisely to convey information accurately and effectively especially for Business commentaries around financial performance.
• Continuous review of process with the objective of improving the resource utilization, time taken and quality of deliverables. Automate process using tools like Python, Xceptor, VBA or SQL contributing towards the wider SSI initiatives.

Stakeholder Management

• Work with senior stakeholders across Finance, Risk, Business, and Change teams to ensure work stream scope and timelines are fully understood and syndicated.
• Develop effective relationships with key stakeholders across Business Finance, Change Delivery & Business teams, clearly identifying required inputs and timeline.
• Liaise with development & enhancements team, and Administration, Maintenance and projects team.
• Ensure MI is provided to and easily understood by business partners MI teams.
• Balance demands and requests from different stakeholders against limited available resources.
• Successfully engage in, and prioritize, work on multiple initiatives simultaneously.
• Adhere to high internal service excellence benchmarks to ensure high customer satisfaction.

Operational Effectiveness & Control

• Adhere to Group policies, audit, controls, and compliance requirements including but not limited to declaration of secrecy, data protection act, health, safety and security, clear desk policy.
• Comply with the bank’s and regulator’s requirements.
• Continuously assess the operational risks inherent in the processes, taking account of changing operating procedures, staff movements, legal and regulatory requirements, management restructures, and the impact of new technology.
• Take accountability for work / time management; work without needing constant supervision, approach new tasks or challenges with confidence and enthusiasm.

• Experience in Business, Finance or Data Analytics. Minimum bachelor’s in finance, Economics, Business Administration or related.
• 5+ years of experience in financial / MI reporting providing value added financial analysis / commentaries.
• Knowledge of retail banking, commercial banking and capital markets products a plus.
• Fluent in English
• Strong working knowledge of Financial Systems is desirable (e.g., TM1, Cognos, IMIS, HORIS and similar).
• Knowledge of Tableau and Qlik preferred.
• Strong sense of accountability and a self-starter with the ability to prioritize multiple tasks and projects.
• Proficient in the usage of Digital tools, both for automation and visualization of key output deliverables.
• Good communication and ability to interact with multiple employee levels/business partners, etc.
• Possess strong analytical and lateral thinking skills.
• Flexibility to work in accordance with Business requirements – this may include working outside of normal hours.
• Strong leadership capabilities with a record of developing individuals and large teams.
• Ability to learn and is highly motivated to perform at the highest standard.
• Must have excellent attention to detail and work within tight deadlines ensuring a complete and accurate flow of information's between stakeholders.
• Must be experienced in working under pressure on multiple process improvement projects.
• Ability to build strong controls using technology (getting checks and balances early).
• Expert knowledge of MS Excel with hands on experience.
• Working knowledge on Excel Macros and PPT would be an added advantage.
• Experience working with numerous stakeholders across multiple geographies and operating with senior management.
• Should have demonstrated the ability of driving results.
• Effective interpersonal skills and ability to liaise with senior management, a self-motivator, able to use good judgment and exercise independent decision making while contributing to a team environment.
• Must be able solve complex financial and business-related problems under stressful and strict time frames
• Good organizational skills and ability to independently prioritize and coordinate reporting deadlines.

You’ll achieve more when you join HSBC!

At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care

HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. 

***Issued by HSBC Electronic Data Processing (México) Private LTD***