Why join us?
Group Tax IT (GT IT) was recently launched as a new team in Finance IT, aligned to the Group Tax Business within Finance. The team supports Tax activity whereby Group Tax holds the accountability as first line of defence, or critical stakeholders as second line of defence. We are responsible for the end to end delivery, maintenance, innovation and support of all Finance driven Tax Reporting.
This opportunity comes at an exciting time as we continue to build the team and work closely with our Tax Business colleagues to implement an ambitious technology strategy.
The IT Portfolio Planning Manager role is integral to ensuring the team operate in the most efficient, streamlined manner, with a well-run and effective portfolio of work. This role will be responsible for overseeing all aspects of financial and cost management including planning , forecasting, 3rd party accruals & Invoicing, headcount management, financial reporting and issue resolution. One of the major contributions each year will be spearheading the co-ordination of our annual operation planning (AOP), guiding key personnel in the team to meet the required deadlines set by Finance.
This role reports into the Head of Group Tax IT supporting them with key management information across the aspects described above. They will need to be comfortable with regularly liaising with senior stakeholders, having a confidence and ability to succinctly convey key messages.
The successful candidate requires a good attention to detail, to be proactive, an ability to challenge and negotiate where appropriate and most importantly be able to establish strong and trusted relationships with a range of stakeholders across Finance IT, Change Delivery and the Business.
Produce monthly financial MI packs for Tax SteerCo
Ability to interpret raw data and transform into meaningful MI for Tax stakeholders.
Monthly cost variance, commentary & trend analysis
Cost Management for direct cost & customer charges
Support Third Party Cost Management processes
Build and maintain financial and yearly resource plans
Responding and resolving financial headwinds with implications for Tax
Effective resource planning vs budget and delivery demand.
Delivery headwind cost impact analysis
Regular interaction with IT PPM, COO and Business Management.
Creation and management of financial Dashboards to monitor cost against demand
Embrace opportunities for Agile delivery practice and ways of working
Facilitate sharing and alignment of knowledge & best practice with IT areas.
Close coordination with the PODS and specifically Agile Leads and Full Stack Engineers to ensure appropriate cost and forecasting at all levels.
Attention to detail and pride in outputs delivered
Analytical and problem solving skills.
Able to prioritize effectively and flexibly react as and when required
Positive mind set, results driven, adaptable and customer-centric.
A drive and enthusiasm to deliver excellent service and continual improvement.
Excellent communication skills, with an ability to work with varying stakeholders of seniority and role, across IT, Change Delivery and the Business.
A team player willing to learn and share experiences
An appreciation and respect for local cultures, and ability to both influence and work effectively with them
Required Qualifications, Knowledge & Experience:
Experience in Finance IT desirable
Previous experience in a Portfolio Manager, Business Manager, PPM or Financially focused role is an advantage
Experience in HSBC IT Financial management and forecasting tools such as GPDM, Clarity, Pioneer and Discover.
Qualifications or a solid understanding of portfolio management and Agile and Waterfall delivery methodologies