- End-to-End ownership of CMB and GB Financial forecasting / planning / budgeting process. Responsible for the co-ordination and development of Budgets, Forecasting. Liaise with Business Finance product partner, segment, and cost leads for compilation of the plan.
- Proactively support annual planning, budget, and target change processes to meet operational timelines. Incorporate changes in the applicable forecasting processes ensuring quick turnaround.
- Manage visualized finance reporting tools on a day-to-day basis which are used by business finance users. This also includes the prioritization and implementation of change requests.
- Ability to understand models used for forecasting, maintain existing reporting models/excel schedules, and improve the models through various tools like Python, SQL, VBA to facilitate efficient and accurate financial reporting and forecast.
- Provide analysis of data extracted to assist in the preparation of insightful business performance commentaries with rationales at regional/country/sub-product level.
- Actively support the wider Business Finance team with workload particularly at peak delivery times such as month ends, quarter ends, forecast and planning, and stress testing. Assist in ad-hoc tasks as they arise.
- Engage product partner, regional finance, and global finance teams to pro-actively identify issues and ensure coordinated approach to serving needs of the business.
- Prioritize time in an agile manner around changing business requirements. Co-manage offshore team on a day-to-day basis to manage workloads and deadlines to ensure deliverables are produced on time and are to the highest standard.
- Contribute to the development of a streamlined FP&A function focused on driving business performance through generation of ideas for change as well as managing the implementation of change.
Senior Manager Financial Planning and Analysis - Ciudad de México - HSBC
Descripción
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 and Analysis
Role purpose:
The Senior Manager Financial Planning and Analysis role in Mexico City will work collectively as a team with their peer in the US to provide support on all financial reporting, planning/budgeting, and forecasting related analysis and inquires. This individual will work closely with US Business Finance product partners to provide timely and accurate financial information to support Commercial Banking and Global Banking business CFO and other senior stakeholders to develop strategies that can help drive growth and profitability. This individual also liaises with the Global Business Finance teams in London to provide analytical support for decision making.
Main activities: