Process Transformation Associate - Americas Finance

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

Process Transformation Associate – Americas Finance

Role purpose

The Process Transformation Associate supports the Americas Finance Strategy Execution and Change agenda by identifying and delivering high-impact automation, simplification, and process re-engineering opportunities that improve efficiency, strengthen controls, and enhance the day-to-day experience for Finance teams.

This role is an individual contributor on the Innovation and Applied AI team and will work through strong partnership and influence – coaching citizen developers and collaborating with technical SMEs and program teams to deliver sustainable change at pace.

Main activities: 

• Map and improve processes: Run workshops/interviews to understand the current state, capture pain points and controls, and create clear end-to-end process maps (Visio).
• Design better ways of working: Use design thinking to shape future-state processes that are simpler, more standardized, and improve colleague experience.
• Spot and define automation opportunities: Turn process insights into clear requirements (user stories, acceptance criteria, data needs, control requirements).
• Deliver through Agile: Manage work in Jira (epics/stories, backlog, sprints, RAID), track progress and benefits, and escalate risks early with mitigation plans.
• Engage stakeholders and communicate clearly: Build strong relationships across Finance and partner teams, translating complex topics into practical decisions and actions.
• Enable others: Coach citizen developers with templates, standards, and “how-to” support to raise capability and encourage reuse.
• Build and support automation: Provide hands-on delivery and troubleshooting mainly in Alteryx, support applied AI experimentation where appropriate, and grow capability over time (including learning Python).
• Support BAU continuity: Provide backup support outside India GSC hours with strong handovers, runbooks, monitoring, and issue triage.
• Embed “controls by design”: Ensure solutions meet governance expectations—testing evidence, access management, audit trails, monitoring, incident management, and clear post–go-live ownership/change control.

Requirements

Essential

• • Experience in process mapping and process re-engineering (end-to-end, controls-aware).
  • Strong stakeholder management and influencing skills, including workshop facilitation and driving alignment.
  • Proven delivery management using Agile ways of working and Jira (or equivalent), with solid delivery discipline.
  • Advanced PowerPoint skills—able to produce clear, executive-ready packs.
  • Proficient in Visio for process mapping and documentation.
  • Strong English and Spanish communication skills (written and verbal).
  • Exposure to business case development, rapid prototyping, and/or data readiness assessment.

Desirable

• • Hands-on Alteryx experience (build/enhance workflows, troubleshoot, and document solutions).
  • Power BI (or similar) for dashboards and tracking performance/benefits/operational health.
  • Power Automate or other workflow/orchestration tools.

Personal attributes

• • Proactive and action-oriented – spots opportunities early, takes initiative, and drives work through to completion with pace and discipline.
  • Ownership mindset – takes accountability end-to-end, follows through on commitments, and escalates risks early with practical options.
  • Curious, adaptable, and committed to continuous improvement.
  • Comfortable with ambiguity and changing priorities while keeping structure and momentum.
  • Collaborative and inclusive; values different perspectives and builds shared ownership.

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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