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job description
principal accountabilities and responsibilities
* review, report, and challenge business information for relevant retail products (deposits, investments, and customers).
* prepare monthly forecasting projections.
* participate in and advise on product pricing (campaigns / new products).
* analyze and add value to support financial decision-making based on analytics.
* support the implementation of new strategic initiatives for the area and the business.
* analyze trends and variations. Understand and address significant deviations, explaining them to senior management.
* own agenda and problem-solving responsibilities.
leadership & teamwork
* work alongside business teams.
* collaborate with stakeholders to create efficiencies and synergies.
requirements
functional knowledge
* degrees in finance, economics, business administration, marketing, or related fields.
* experience in banking products such as mortgages and car loans.
* skills in financial analysis, planning, and capital management.
* ability to project profit & loss of products.
* strong numeric and problem-solving skills with a logical approach.
* fluent in english.
* proficient in excel.
* curiosity is the most important skill.
* knowledge of people soft and tm1 is a plus.
* fast learner.
others
* ability to work under pressure and deadlines.
* proactive, curious, resilient, self-learner, and independent.
* effective communication and stakeholder management skills for dealing with senior management.
at hsbc, we offer our colleagues additional days off to enjoy personal milestones, family care, or mourning. Our paid leave package is among the best in mexico, reflecting our culture of well-being, balance, and care.
hsbc is an equal opportunity employer committed to fostering an inclusive environment where all employees are valued and respected. We support continuous professional development, flexible working, and opportunities for growth. Applications are encouraged from all qualified individuals regardless of gender, ethnicity, religion, or other personal characteristics.
personal data from employment applications will be used in accordance with our privacy statement, available on our website.
additional details
* seniority level: not applicable
* employment type: full-time
* job function: finance and sales
* industries: banking, financial services, investment banking
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