Strategic Analysis Associate, Group FP&A

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a role that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.


HSBC is one of the largest banking and financial services organisations in the world, with operations in 57 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.


We are currently seeking an experienced individual to join this team in the role of Strategic Analysis Associate, Group FP&A.


This role will give you the opportunity to support the Group Financial Planning and Analysis (FP&A) team in developing and maintaining financial reporting to project business performance and ensure alignment with Group strategy. This role offers a chance to liaise with a wide range of global businesses and functions, enhancing understanding of strategic priorities across planning, forecasting, and capital management. The role is high-profile, requiring accuracy and robust control, and provides a platform to deliver impactful insights to senior management.


In this role, you will:

• Financial Reporting and Analysis: Support the Group FP&A team in developing and maintaining financial reporting to project business performance and ensure alignment with Group strategy. This includes preparing and consolidating Executive Management Information (MI) and leveraging tools like TM1, MS Excel, PowerPoint, and Tableau.
• Stakeholder Engagement: Liaise with global businesses and regional stakeholders to drive business-as-usual and change initiatives, ensuring efficient signoff and understanding of strategic priorities across planning, forecasting, and capital management.
• Scenario Modelling and Sensitivity Analysis: Support financial modelling of "what if" scenarios to perform sensitivity analysis, testing how changes in assumptions impact outputs, aiding decision-making and meeting performance metrics.
• Process Improvement and Documentation: Interact with stakeholders to enhance processes, standardisation, and automation, ensuring service delivery per agreed standards. Maintain thorough documentation of processes, including Standard Operating Procedures (SOPs) and Process Maps.

To be successful in this role you should meet the following requirements:

• Qualified Accountant: ACA, CA, ACCA, CFA, CIMA or equivalent.
• Financial Planning & Analysis experience: Proficiency in developing and maintaining financial reporting, projecting business performance, and ensuring alignment with Group strategy. This includes preparing Executive Management Information (MI) and conducting insightful financial analysis.
• Business Partnering experience: Demonstrable experience within a Finance function.
• Technical Proficiency: Experience with tools such as TM1, MS Excel, PowerPoint or Tableau for managing and delivering financial reports and dashboards.
• Scenario Modelling and Sensitivity Analysis experience: Capability to support financial modeling of "what if" scenarios, performing sensitivity analysis to test assumptions and aid decision-making.
• Process Improvement experience: Skills in interacting with stakeholders to enhance processes, standardisation, and automation, ensuring efficient service delivery and continuous improvement.
• Stakeholder Management: Ability to liaise with global businesses and regional stakeholders, driving business-as-usual and change initiatives, and participating in review and challenge meetings to understand performance drivers.

The base location for this role will be Birmingham and with a hybrid working pattern.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.


If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:


Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500