Senior Planning & Analysis Manager (UK Lead & Analysis)

19 Mar 2017
22 Mar 2017
Contract Type
Full Time
The role of the Senior Planning & Analysis Manager (UK Lead &
Analysis) is to provide high quality analysis into the performance of both the
Retail Banking and Wealth Management (RBWM) Europe and UK business. The Senior
Planning & Analysis Manager has responsibility for delivering detailed
analytical insight for senior management and identifying key performance
trends to help drive achievement of financial objectives. Supporting the
annual AOP process, latest estimates and forecasts. The role spans multiple
countries (RBWM Europe & UK) and brands (HSBC, first direct &

Your responsibilities will include:
Adhering to and being able to demonstrate adherence to internal controls. This
will be achieved by adherence to all relevant procedures, keeping appropriate
records and, where appropriate, by the timely implementation of internal and
external audit points, including issues raised by external regulators.
Implementing the Group compliance policy by containing compliance risk in
liaison with Regional Head of Compliance, Area Compliance Officer or Local
Compliance Officer. The term 'compliance' embraces all relevant financial
services laws, rules and codes with which the business has to comply. This
will be achieved by adhering to all relevant processes/procedures and by
liaising with Compliance department about new business initiatives at the
earliest opportunity. Also and when applicable, by ensuring adequate resources
are in place and training is provided, fostering a compliance culture and
optimising relations with regulators. Leading work across Business and Finance
teams to deliver analysis required (e.g. Margin analysis with Finance business
partners) Supporting RBWM Business Finance Europe's performance, engagement
and overall development. Monitor the progress of the Business's performance to
plan and identify key trends. Functionally aligning with local / regional
finance teams and/or accounting officers to understand, interpret, and provide
global direction and support, driving towards global consistency and common
frameworks. Identify, transfer and foster sharing of best practice across
regions. Staying abreast of all financially-related, internal and external
market-wide initiatives that affect RBWM. Providing appropriate updates and
briefing as necessary and applicable. Supporting the development and delivery
of a strong business performance management framework in the RBWM Europe
business. Challenging, when appropriate, results presented by sites to ensure
that correct strategic decisions are made. Leading run-rate and variance
analysis to identify key trends Supporting and, on some occasions, leading
specific Finance projects which will enhance the operational effectiveness of
RBWM Leveraging dependencies within the team to achieve targets Understanding,
following and demonstrating compliance with all relevant internal and external
rules, regulations and procedures that apply to the conduct of the business in
which one is involved, specifically Internal Controls and any Compliance
policy including, inter alia, the Group Compliance policy. Maintaining HSBC
Internal Control standards, including the timely implementation of internal
and external audit points together with any issues raised by external
regulators. Leading all regulatory and compliance matters and the management
of operational risk Undertaking value-add analysis of RBWM Europe's results
which will be presented & utilised by senior executives (including
presentation & analysis created for Executive Committee (Exco), Boards,
Planning meetings etc.) Identifying business performance trends / issues
through specific analysis and review of business performance reviews (BPRs).
Supporting the business and financial planning and forecasting process for
RBWM Europe, ensuring targets are clear and aligned across the business.
Supporting the preparation of monthly analysis packs into performance of UK
& Europe RBWM Performing market share & competitor analysis Providing
input into the Group's Strategic Business Outlook / Top Down Guidance
Identifying key drivers and opportunities to help grow the business. Managing
the Annual Operating Plan (AOP), quarterly Large Exposures (LE) and monthly
"risks & ops" process to a high standard (timeliness, quality and strong
stakeholder engagement). Inputting into the relevant retail banking / wealth
planning tools (e.g. "CAP"). Ensuring minimal variance between the agreed plan
and what is migrated / reflected in Finance systems Supporting the Level 1
& Level 2 planning process.

The ideal candidate for this role will have:
Role relevant qualifications, i.e. Degree / accounting qualification or
equivalent Strong relevant work experience in a relevant role with a track
record in Planning Experience in Financial Services is desirable but not
essential Strong capacity for in depth analysis and challenge, with a proven
track record of tackling complex problems and applying a forward-looking
approach Commercial focus - an understanding of business finance and
management information and an ability to use this information to inform
decisions and deliver efficiencies/savings Strong leadership skills,
demonstrating ability to use initiative and effect change through people in a
large matrix organisation. Proven experience of motivating others to deliver
exceptional performance and long terms results as well as being able to handle
multiple deliverables simultaneously whilst maintaining an exceptional level
of quality. Excellent written and spoken communication skills; an ability to
communicate with impact, ensuring complex information is articulated in a
meaningful way to wide and varied audiences Good understanding of financial
statements/models, with experience of analysing data effectively for planning,
forecasting and reporting An open, flexible and supportive approach to change
and innovation and ability to work and thrive in a fast changing, results
driven environment Exceptional drive and commitment Consistently drives
performance by living the HSBC values. Ability to highlight problems but more
importantly offer solutions, and drive through their execution in a collective
environment Relevant product knowledge including knowledge of Understanding of
Banking products Experience working in relevant market/context, i.e.
Stakeholder management Past working experience in a relevant role, i.e. Sound
commercial knowledge Experience working in relevant environment/s, i.e.
planning is desirable but not essential Role relevant qualifications, i.e.
accounting or Financial Qualification is desirable but not essential A track
record of constantly looking for ways to do things better and an excellent
understanding of the mechanism necessary to successfully implement change A
flexible and adaptable management style with experience of developing yourself
and others Excellent written and spoken communication skills; an ability to
communicate with impact, ensuring complex information is articulated in a
meaningful way to wide and varied audiences Worked collaboratively with other
colleagues, supporting them when possible Experience of making timely and
rational decisions, based on relevant information and experience Experience of
creating and deploying comprehensive business/operating plans which
consistently deliver desired results Experience of building effective customer
relationships which create customer advocacy
The base location for this role is Birmingham.

We are required by the Financial Services (Banking Reform) Act 2013 to create
a ring-fenced bank in the UK by 1 January 2019. Entirely new from the ground
up, HSBC UK's head office is opening in Birmingham. The location of this role
will move to our new state of the art offices at 2 Arena Central during 2018.

At HSBC we look to enable our employees to better balance their work / life
priorities and have the flexibility required to meet challenging needs as they
progress through different life stages. Where possible we will consider the
following flexible working options: part-time working, job sharing, term-time
working, working from home and staggered hours. If in considering a role with
HSBC you have a need for some flexibility in your working arrangements please
discuss this with the recruitment team in the early stages of the application

Within HSBC certain roles are designated as Enhanced Vetting Roles. For these
roles, all internal and external applicants are required (subject to local
laws), to pass satisfactorily a series of additional checks both as part of
the application process and, if successfully recruited into the Enhanced
Vetting role, on an on-going basis. The Group reserves its position with
regard to any steps which it may take in relation to any material adverse
findings which arise either when the checks are first carried out as part of
this recruitment exercise, and/or if relevant, on an on-going basis.

This role has been designated as an Enhanced Vetting Role.

HSBC is 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.

Key search words: Senior Planning, Analysis Manager, Finance
Salary: . Date posted: 16/02/2017