Manager, Management Reporting, IWPB

HSBC Holdings plc; Chennai District; On-site; INR 1,600,000 - 2,400,000; Full time

Job summary

HSBC Holdings plc in Chennai is seeking a Manager, Management Reporting to support FP&A, insights, and decision support for Private Banking leadership. You will drive close processes, prepare CFO-level presentations, and push for automation and standardization of reporting.

You will work with country Finance teams and leverage tools like TM1, Looker, Qlik, and Tableau to deliver concise, impactful analyses. Strong Excel skills and multi-stakeholder collaboration are essential.

Qualifications

• Advanced degree: MBA (Finance) or master’s in economics, Statistics, Engineering, or Accounting with relevant analytics experience.
• 4 plus years’ experience required in banking, including forecasting, analysis, reporting, and product business commentaries.
• Strong knowledge of Excel is a requirement, with experience on TM1 and visualization tools such as Qlik, Tableau, Looker.

Responsibilities

• Support Business Partnering, Reporting, FP&A, Insight and Analysis, Story Boarding and Decision support in conjunction with leadership.
• Manage monthly close for actuals, prepare slides and packs for CFO level presentations, and analyze P&L and balance reporting.
• Drive automation, standardization, and visualization to improve productivity and efficiency.

Skills

Excel proficiency

Analytical thinking

Multi-stakeholder management

Education

MBA (Finance) or Masters in Economics/Statistics/Engineering/Accounting

Tools

TM1

Qlik

Tableau

Looker

Job description

Job title: Manager, Management Reporting, IWPB

• The role holder will be supporting the Business Partnering, Reporting, FP&A, Insight and Analysis, Story Boarding and Decision support Analysis in conjunction with UK and Global Private Banking senior leadership. The role requires working closely with country Finance teams and involved in setting up MI Reporting for Productivity and Performance analysis. The role holder will require to provide thought driven ideas of how the production in the team can be standardized, Visualized and automated to bring efficiency saves in the current process. The process would involve good knowledge and day-to-day exercise of latest tools available in HSBC to improve productivity and faster solutions.
• Further to manage the overall stakeholder expectations, complexity of the process and engagement levels in relation to areas of query management / exception handling.

In this role, you will:

Principal Accountabilities and Responsibilities (e.g., for Business, Customers and Stakeholders; internal control environment, etc.)

Service Delivery

• Good understanding of Private Banking Business and product dynamics and able to tell a story around forecast and actual numbers linking to plans/assumptions through underlying variance drivers
• Monthly close for the actuals including review, submissions, journals, analysis etc. as required
• Prepare slides and packs for review and challenge meetings, CFO level financial presentations
• P&L and balance reporting and analysis/ investigations, understanding the drivers and articulating in concise manner, adhoc analysis, and related decision support activities, maintaining high quality standards
• RCA on issue and working on resolution for your respective country or regional support
• NIM Analysis, revenue analysis, product level analysis, coordination with Stakeholder groups
• Co-ordinate with In-country team to finalize Actuals / Forecast Exco, finalize presentation for Exco
• Understanding of forecasting, overlays and management adjustments, regulatory reporting and support the BAU submissions and reporting
• Provide thought leadership and direction for ad-hoc requests and be able to prioritize.
• Identifying opportunities to improve operational efficiency and ensure controls adherence.
• Deliver efficiency targets through Stop, simplify and automate. Knowledge of Looker, Alteryx, Tm1 etc will be beneficial

Stakeholder Management

• Effective Relationship management with stakeholders, managing service delivery
• Continuous engagement with stakeholders on evolving business and functional requirements to work towards standardization and Group organizational initiatives
• Establishing an effective and robust communication channel with multiple stakeholders to ensure timely flow of information and continuous feedback mechanism

Operational Effectiveness & Control

• Adherence 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
• To continually assess the operational risks inherent in the processes, taking account of changing operating procedures, legal and regulatory requirements, management restructures, and the impact of new technology.
• Effectively drive and manage change, plan business contingency and achieve cross-training
• Implement projects for enhancing operational efficiency using automation tools, support Visualization and Transformation agenda and drive standardization to support the SSI initiatives.

Leadership & Teamwork

• Uphold personal integrity and comply with HSBC’s policies on conduct, compliance, and information security (ISR).
• Take ownership of personal development by identifying training needs and progressing development plans with the line manager.
• Build trust across all levels—onshore, offshore, junior, and senior—by consistently demonstrating HSBC’s values and professional behaviour.
• Communicate effectively and foster strong relationships with team members and business partners.
• Manage stakeholder relationships efficiently, ensuring high-quality service delivery and continuous engagement on evolving business and functional requirements.
• Promote standardization in line with group initiatives through ongoing collaboration with stakeholders.
• Establish clear, timely, and robust communication channels to support information flow and enable continuous feedback.
• Regularly monitor project delivery against SLAs and provide proactive updates to stakeholders.
• Influence outcomes and elevate critical issues appropriately to ensure swift resolution.

To be successful you will:

Functional Knowledge and Skills:

• Advanced degree: MBA (Finance) or master’s in economics, Statistics, Engineering, or Accounting with relevant analytics experience.
• 4 plus years’ experience required in banking, including forecasting, analysis, reporting, and product business commentaries.
• Strong knowledge of Excel is a requirement, with experience on TM1 (submission, journals and extracts) and visualization tools such as Qlik, Tableau, Looker being an advantage.
• Understanding of consumer/ private banking products such as Deposits, Savings, Lending, Credit Cards, investments as well as Costs, Interest Income and Fee Income in general.
• Ability to understand, map and change reporting process-flows.
• Possess strong numerical/ analytical and lateral thinking skills.
• Ability to deal in a multi-stakeholder relationship in a complex environment

Others

• Excellent written and verbal communication skills, with the ability to clearly present complex concepts and insights.
• Ability to present complex technical concepts in simple & effective manner to business stakeholders.
• High attention to detail, with the ability to work under tight deadlines ensuring accuracy and timely information flow.
• Strong interpersonal, relationship management, and influencing skills, especially with senior management and global virtual teams.
• Good to have experience in: Alteryx tool, Python, Prompting technique to use HSBC’s inhouse tools, Copilot etc.

Hsbc.com/careers

You’ll achieve more at HSBC

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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