Financial Planning Business Partner

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

Financial Planning & Analysis Manager - CIB

Role purpose

Lead the CIB FP&A consolidation capability from the Mexico City Global Service Center, producing consolidated planning, forecasting, performance reporting and executive insights across CIB (and relevant sub-dimensions such as geography, product, entity, function and cost type). Ensure consistent methodology, strong control environment, and a clear performance narrative to support decision-making by senior Finance and CIB stakeholders.

Key accountabilities

1) CIB consolidation ownership (actuals, plan, forecast)

• Own the end-to-end FP&A consolidation process for CIB, including aggregation, validation, analysis and submission of consolidated outputs across agreed dimensions (e.g., revenues, costs, headcount, key KPIs).
• Develop and maintain consolidation methodologies, assumptions and driver frameworks, ensuring consistent application across contributing teams/regions.
• Manage consolidation calendars, dependencies and deliverables across monthly/quarterly reporting and planning cycles.

2) Performance management, MI and storytelling

• Deliver consolidated monthly/quarterly MI packs and executive dashboards: actuals vs plan/forecast/prior year, drivers, sensitivities, and forward-looking outlook.
• Provide consolidated variance analysis and bridge commentary (e.g., volume/price/mix where relevant; run-rate vs initiatives; FX impacts; timing; one-offs).
• Identify trends and outliers across regions/products; escalate risks and propose actions.

3) Governance, controls and data quality

• Enforce a robust control framework for consolidation outputs (reconciliations, tie-outs, reasonableness checks, version control, audit trail).
• Partner with Financial Control, Product Control (where applicable), and MI/Systems teams to ensure data integrity and to resolve breaks between source systems and FP&A views.
• Maintain clear documentation: process maps, RACI, assumptions logs, and standard operating procedures to ensure resilience and smooth handovers.

4) Stakeholder management across a global footprint

• Act as the primary FP&A consolidation point of contact for CIB Finance stakeholders across geographies, including onshore finance teams, regional FP&A leads and central finance.
• Lead working sessions to align assumptions, resolve submission issues, and drive consistency of narrative and commentary standards.
• Support senior management requests (deep dives, ad-hoc analysis, board/committee materials) with pace and accuracy.

5) Continuous improvement and automation

• Drive standardisation and simplification of the consolidation process to reduce manual effort and cycle times.
• Identify opportunities for automation (templates, controlled inputs, automated checks, dashboarding) and implement improvements in partnership with MI/technology teams.
• Define and track service KPIs for the GSC consolidation service (timeliness, accuracy, rework rate, stakeholder satisfaction).

Requirements

Essential

• Strong FP&A experience in financial services; proven consolidation experience across multiple inputs, entities, or geographies.
• Advanced financial analysis, variance/bridge building, and driver-based planning.
• Strong control mindset: ability to validate data, challenge inputs, and maintain audit-ready processes.
• Excellent stakeholder management across time zones; confident, clear written commentary.
• Strong prioritisation and delivery under tight timelines.

Desirable

• Experience operating in a service-centre / hub model supporting onshore stakeholders.
• Experience improving MI and consolidations through standardisation and automation.
• Exposure to CIB business model and performance drivers.

Education / qualifications

• Degree in Finance, Accounting, Economics, Business or related field (or equivalent experience).

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.

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