Finance Business Partner - CIB

HSBC; Ciudad de México; On-site; MXN 900,000 - 1,400,000; Full time

Job summary

HSBC Global Service Center in Mexico City is seeking a Finance Business Partner - CIB to lead end-to-end financial planning for Corporate and Institutional Banking across the US and LATAM. You will deliver Forecast, FRP and Budgeting cycles and provide management-grade insights to support senior finance leadership.

The ideal candidate has a quantitative degree, fluent English, and strong Excel/PowerPoint skills. Experience with TM1 and FP&A processes in a multi-stakeholder environment is valued.

Qualifications

• Degree in Actuarial Science, Economics, Finance, Engineering, Mathematics or related field.
• Fluent English (written and spoken).
• Advanced Excel and PowerPoint skills with financial modelling experience.
• Strong financial acumen and understanding of banking products.
• Proven experience leading Forecast / Budgeting / FP&A processes in a complex, multi-stakeholder environment.

Responsibilities

• Lead end-to-end Forecast, FRP and Budgeting for US and LATAM.
• Define planning approach and guidelines.
• Set top-down and bottom-up planning targets.
• Drive efficiency and automation in TM1.
• Analyze projections to identify drivers, risks and opportunities.
• Produce management reporting with clear executive narrative.
• Maintain data quality and process discipline.
• Communicate with senior stakeholders and remove blockers.

Skills

Fluent English

Advanced Excel

PowerPoint

Financial modelling

Education

Quantitative degree

Tools

TM1

Python

Alteryx

Job description

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

Finance Business Partner - CIB

Lead end-to-end financial planning for Corporate and Institutional Banking (CIB) across US and LATAM, ensuring timely and high-quality delivery of Forecast, FRP and Budgeting cycles. The role provides management-grade insights on business risks and opportunities to support decision-making by senior CIB Finance leadership.

Main activities

• Lead and manage the end-to-end Forecast, FRP and Budgeting processes for US and LATAM, including timelines, deliverables, validations and approvals.
• Define planning approach and guidelines
• Set and communicate top-down and bottom-up planning guidelines for CIB US and LATAM, aligned to business targets and Finance requirements.
• Drive efficiency and process improvement (TM1)
• Improve the efficiency of projection generation and data upload/maintenance in TM1, enhancing controls, standardization and automation where possible.
• Financial analysis and business insight.
• Analyze financial projections to identify key drivers, risks and opportunities, translating findings into clear, actionable recommendations for stakeholders.
• Produce and analyze management reporting for CIB US and LATAM, ensuring accuracy, consistency, traceability and a clear executive narrative.
• Continuously monitor that operational processes are executed accurately and on time, with strong attention to data quality and process discipline.
• Maintain open, proactive communication with teams and senior stakeholders, aligning expectations, escalating issues appropriately and removing blockers.

Requirements

• Degree in Actuarial Science, Economics, Finance, Engineering, Mathematics or a related field.
• Fluent English (written and spoken).
• Advanced Excel and PowerPoint skills (financial modelling, analysis and executive storytelling).
• Strong financial acumen and understanding of banking products.
• Proven experience leading Forecast / Budgeting / Financial Planning processes in a complex, multi-stakeholder environment.

Nice to have

• Python and/or Alteryx to support automation, data preparation and productivity improvements.
• Experience working with TM1 (planning, forecasting and reporting) and driving process improvements within FP&A tools.

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.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

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