HSBC logo
汇丰
Senior Financial Planning and Analysis Manager

Senior Financial Planning and Analysis Manager

发布于 16 天前

中层管理(经理/总监)

Central, Hong Kong Island, Hong Kong
高级经验
全职员工
仅现场办公
不限
财务分析
Ai-Driven Automation
Financial Modeling
Fp&A
Power Bi
Stakeholder Management

AI 估算 · 70k–120k

香港金融业高级财务岗位薪资水平较高,且需丰富经验和区域管理能力,市场竞争力强。

职位详情

关于这个职位

This senior role leads financial planning and analysis across HSBC's Asia region, delivering insights to drive strategic decisions. You will manage budgeting, forecasting, and performance reporting while supporting digital transformation in finance. Ideal for experienced finance professionals looking to work at a regional level in a global bank.

最低要求

Experience: Extensive background in FP&A or related finance roles within a multinational bank or financial institution, including a minimum of 5 years in senior manager positions.

Technical Skills: Proficiency in financial modelling, Excel, Power BI/Tableau, and FP&A software tools. Strong understanding of banking products, with sound knowledge of data infrastructure, data quality, analytics, and controls.
Change Management Skills: Demonstrated experience in change management, supporting digital transformation, and adopting emerging technologies such as AI-driven automation.
Soft Skills: Exceptional communication, influencing and collaboration skills, with the ability for translating complex data into clear narratives for non-finance stakeholders. Strategic thinker with commercial acumen, resilience in a fast-paced environment, and a strong commitment to HSBC's values of integrity, diversity, and sustainability. Proven business partnering and stakeholder management skills, with experience working effectively with cross-functional teams and senior stakeholders.

工作职责

Performance Analysis & Reporting: Support the Asia Head of Financial Planning and Analysis in delivering timely, high-quality analytics and presentations to the Board / OpCo. Provide insightful commentary on key drivers, risks, and opportunities, referencing external factors and competitor performance to inform strategic decisions and enhance business outcomes across the region.

Strategic Financial Planning & Forecasting: Contribute to the annual multi-year Financial Resource Planning process, including budgeting, quarterly re-forecasts, and monthly light forecast updates. Integrate macroeconomic trends, regulatory changes, and business initiatives (e.g., wealth expansion, digital transformation, and sustainability goals).
Review and Challenge: Play a pivotal role in reviewing and challenging forecast projections. Analyse internal and external data to identify trends, patterns, and root causes, supporting value creation and informed decision-making.
Scenario Planning & Stress Testing: Participate in Group-wide initiatives to develop unified financial models for scenario analysis. Assist with sensitivity modelling to assess the financial impact of emerging geopolitical risks, interest rate fluctuations, and other evolving trends.
Transformation & Digitalisation: Represent the team in transformation and digitalisation projects, collaborating with stakeholders to drive efficiency through advanced FP&A tools (e.g., Anaplan, Oracle, Tableau), code-light automations (e.g., Alteryx), and other best practices. Support the development of AI-based automations, including requirements gathering, stakeholder coordination, and communication of outcomes to senior management.
Simplification and Process Improvement: Continuously challenge existing processes to enhance efficiency and effectiveness, including improvements to reporting capabilities, automation processes, and data visualisation.
Stakeholder Management: Build strong partnerships with key stakeholders, adopting a collaborative approach to implement change. Work closely with business partnering and Strategic Cost Management teams to ensure accurate representation of business developments, such as product launches, M&A activity, and cost optimisation programmes.
Risk and Compliance: Adhere to all relevant procedures, maintain accurate records, and address audit findings and regulatory issues. Regularly assess compliance and enterprise risk, considering changes in market conditions, legal requirements, operating practices, management structures, and new technologies.

优先资格

Education: Qualified accountant and/or holder of professional qualifications such as CFA, CPA, ACCA, or equivalent are preferred. Previous experience in Financial Reporting or Business Finance is advantageous.

Experience: Knowledge and experience of Asia Pacific markets are desirable.

AI 洞察

优缺点分析

优点

  • Opportunity to work in a global bank with significant regional exposure and impact.
  • Strong involvement in strategic decision-making and collaboration with senior management.
  • Exposure to cutting-edge digital transformation and AI-based finance automation.
  • Competitive compensation package in Hong Kong's financial hub.
  • Fast-paced environment with high expectations for accurate and timely deliverables.
  • Must navigate complex cross-cultural stakeholder dynamics across Asia and the Middle-East.
  • Continuous need to adapt to new technologies and evolving regulatory requirements.
  • This role is ideal for experienced finance professionals with strong analytical and leadership skills who are looking for a strategic regional position in a global banking environment.

缺点 / 挑战

暂无明显挑战项

角色解读

  • Progress to senior leadership roles such as Head of FP&A, Finance Director, or CFO in financial institutions.
  • Develop expertise in strategic finance, M&A, and transformation to broaden career opportunities.
  • Leverage digital finance skills to become a key driver of innovation in banking finance.
  • Lead financial planning, budgeting, and forecasting processes across the Asia region, ensuring alignment with global standards.
  • Deliver performance analysis and insightful reporting to senior management and the Board, highlighting key drivers, risks, and opportunities.
  • Drive digital transformation initiatives by implementing advanced FP&A tools and AI-based automations to improve efficiency.
  • Act as a strategic partner, challenging forecasts and supporting decision-making through scenario analysis and stress testing.
  • Strong financial modeling and analytical skills, with proficiency in Excel, Power BI/Tableau, and FP&A software.
  • Deep understanding of banking products, financial reporting, and data governance.
  • Experience in change management and digitalisation, including familiarity with AI-driven tools.
  • Exceptional communication and stakeholder management abilities to influence senior leaders.

申请策略

  • Tailor your CV to emphasise regional Asia experience and knowledge of Asia-Pacific markets.
  • Research HSBC's strategic priorities such as wealth expansion, digital transformation, and sustainability to align your application.
  • Highlight your extensive FP&A experience in multinational banks or financial institutions.
  • Emphasise your proficiency with tools like Tableau, Anaplan, Oracle, and Alteryx, as well as AI automation projects.
  • Showcase successful change management and digital transformation initiatives you led.
  • Demonstrate your ability to present complex financial insights to senior stakeholders clearly.
  • Enhance your knowledge of AI-driven automation in financial planning and analysis.
  • Learn advanced FP&A platforms like Anaplan or Oracle Hyperion to strengthen your technical profile.

面试指南

  • Use the STAR method (Situation, Task, Action, Result) to structure behavioural responses.
  • Connect your financial analysis to broader business strategy, showing commercial acumen.
  • Provide concrete examples of tools and technologies used, quantifying improvements where possible.
  • How have you implemented digital transformation in FP&A processes in your previous roles?
  • Describe a situation where you challenged senior stakeholders' forecasts and influenced their decisions.
  • What experience do you have with stress testing and scenario analysis in a banking context?
  • Can you share an example of using Anaplan, Oracle, or Alteryx to improve financial reporting?
  • How do you ensure data quality and accuracy when managing complex financial models?

职位点评

71
综合评分

Senior regional FP&A role at a global bank with strong digital transformation exposure, competitive pay, and a fast-paced environment.

从薪资福利、成长空间、工作节奏和岗位方向综合评估,方便横向比较。

更适合这类人
This role is best suited for finance professionals who prioritise career growth, technical skill enhancement, and strategic impact, and who are willing to handle a demanding workload.
表现最好
成长发展
相对薄弱
工作生活
薪资福利75
成长发展80
工作生活55
使命价值65

薪资福利

75中等

The role offers competitive market compensation due to its seniority and location in Hong Kong, though specifics are not disclosed in the job description.

薪资信号未披露(AI估算:70K-120K/月)

成长发展

80较高

This position provides significant opportunities for skill development through digital transformation projects and exposure to senior leadership, enhancing career progression.

技术前沿主流现代技术
技术栈Financial Modeling、Excel、Power BI、Tableau、Anaplan、Oracle、Alteryx、AI-driven automation
业务类型cost_center

工作生活

55较低

The job is office-based in Hong Kong's central business district with no explicit work-life balance signals, likely demanding a high commitment.

工作模式未明确
办公地点市区核心地段
加班情况未提及(无法判断)

使命价值

65中等

The role contributes to strategic financial decisions in a stable banking industry, but the social impact is moderate and not explicitly mission-driven.

行业发展稳定成熟行业
社会影响中性/一般
创新程度积极采用新技术
Watch Jobs