CIB, Head of Forecasting and Planning

HSBC; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a senior finance professional to lead their global finance team. This role involves strategic financial planning, forecasting, and management reporting for Corporate & Institutional Banking. You will collaborate with key stakeholders to drive financial performance and ensure compliance with internal controls. The ideal candidate will have a strong background in finance management, a relevant accounting qualification, and experience in navigating complex financial environments. Join a diverse and inclusive workplace where your expertise will shape the future of finance.

Qualifications

• Held senior finance management roles in HSBC or similar institutions.
• Strong understanding of business performance drivers and reporting.

Responsibilities

• Lead financial performance forecasting and reporting for CIB & HBEU.
• Manage Financial Resource Planning and internal controls.

Skills

Financial Planning

Budgeting

Forecasting

Financial Analysis

Team Management

Accounting Qualification

Education

ACCA

ACA

CA

Job description

If you are a UK or CIIOM based employee, please apply using the following link which will take you to our new Recruitment System:

If you’re looking to take an exciting new direction with your HSBC career, an internal move can open the door to many opportunities, allowing you to take on a new challenge and develop your skills. Bring your knowledge of our brand to a new role and grow further.

Finance is integral to HSBC’s purpose and strategy, playing a valued role in managing costs and deploying capital effectively. Our team of finance professionals partners with the business to provide trusted insights, forward-looking analysis, accuracy, efficiency, and control to influence business decisions.

Global Finance within HSBC Group aspires to be a leading international finance team: leading with integrity and providing trusted insights.
The role holder will lead a global team responsible for planning, forecasting, budgeting, internal MI, and FRP for CIB Globally & HBEU, including all Western Markets. They will work directly with the Head of Financial Planning & Analysis - CIB & HBEU, with core areas of responsibility.

A move across the business allows you to continue accessing tailored professional development opportunities and our comprehensive benefits packages.

In this role you will:

1. Forecasting: Responsible for all forward-looking reporting of financial performance for CIB & HBEU to internal stakeholders, with a strong emphasis on providing insights to drive management actions to improve financial performance.
2. Planning and FRP: Ownership of the Financial Resource Planning process for CIB HBEU, including all target and boundary transfers, with a focus on maintaining cost discipline.
3. Management Information: Accountable for producing all management information reports, dashboards, and adhoc scenario analyses.
4. Controls: Responsible for applying effective internal entity controls established by the Group, in compliance with policies and procedures laid out in GSM and FIMs.

Key Stakeholders:

• Head of Financial Planning & Analysis; CIB & HBEU
• CFO CIB & HBEU
• CIB & HBEU OpCo [C-Suite]
• Finance Business Partner; CIB & HBEU
• Group FP&A and SCM
• CIB Business; Group, Regional, and Product Finance teams

Membership of Key Management Committees:

• Member of the CIB & HBEU Finance Leadership Team
• Other forums to be identified

Requirements

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

• Held senior finance management roles within HSBC or other financial institutions of similar size.
• Accounting qualification (ACCA, ACA, CA, or equivalent).
• Experience in planning, reporting, and financial analysis, with a strong understanding of business issues and performance drivers.
• Experience navigating the HSBC FRP process.
• Knowledge of the Corporate & Institutional Banking product set, including value and profit drivers.
• Experience managing and developing an international team within a complex environment.
• Proven ability to develop and institutionalize a financial communication framework.
• Expertise in driving understanding of financial analysis among business and regional management.

This role is based in London.

We value diversity and inclusion at HSBC. We are dedicated to creating a workplace that reflects the communities we serve and are committed to removing barriers to ensure everyone can thrive. We are a Disability Confident Leader and will offer interviews to candidates with disabilities, long-term conditions, or neurodivergence who meet the role's minimum criteria. If you require accommodations during the recruitment process, please contact our Recruitment Helpdesk.