SECTION A: Global Role Description Template

Role description as at 19/12/2025

Role Title Business Finance Actuals (BFA) Change Business Analyst Job Code tbd

Reporting into (EM / FM) TBC LoB/Function &

- Location:

Grade 5 Regulatory Designation (if applicable) N/A

Role Dimensions

(indicate NA where not relevant for role) AOP / Budget (USD) Income / revenue (USD) Costs / Total Opex (USD) PBT (USD) FTE (direct, indirect) Balance Sheet Size

(USD) Lending / Trading limits (USD) Size / volume of transactions

Role purpose (overall high-level summary of the role)

The BFA Business Analyst will support the analysis, design and delivery stages for the end-to-end adoption of the business finance strategic solution for actuals. The role involves working with the project teams and subject matter experts across locations and other sub-value streams, covering the definition and validation of requirements, supporting the design, build and testing. Key aspects will include the data demand in terms of requirements, strategic sourcing, analysis and validation.

The role holder will be fully involved into the day-to-day activities to support the whole implementation, supporting also the Implementation Leads and Product Owner with the management and prioritisation of the product backlog and within the implementation timelines.

Governance and Committee Memberships (membership of ExCos, Risk Management Meeting) TBC

- TBC•

Principal Accountabilities and Responsibilities (e.g., for Business, Customers and Stakeholders; internal control environment, etc.)

- End to End Requirements &
- Solution Design:

o Responsible for analysis across the business finance landscape in order to provide data and other requirements including completing requirements documentation o Translates complex requirements into the architecture design for that solution, ensuring the products and services meet the customer needs and expected Business Outcomes, and solutions meet the customer needs.

o Hands-on approach to ensure the General Ledger data sourcing integrity including participating into discussions when forming requirements o Consult and support the configuration activities for the end-to-end implementation i.e. mapping tables, allocations, adjustments.

o Actively partner and interact across teams to ensure their contributing delivery responsibilities are successful specifically around requirements, design and build.

o Apply understanding of different tools and techniques to participate in test preparation and execution activities to ensure completion of the implementation entry and exit/sign-off criteria.

- Risk and Dependency Management:

o Effectively manages and escalates risks/issues, to ensure there are no surprises.





o Oversees and identifies dependencies across multiple Platforms and Value &

- Sub-Value Streams.
- Governance Architecture:

o Ensures the architecture undergoes appropriate level of assessment at the right stage throughout the agile process in line with the governance process ensuring adherence to Decision Driven Design and the Solution Architecture FIM.

o Ensures appropriate level of governance for any decisions when deviating from reference architectures, strategies, patterns or policies.

Leadership &

- Teamwork o Actively partner and interact across teams to ensure their contributing delivery responsibilities are successful specifically around requirements, design and build o Ability to support large teams with diverse backgrounds and skillsets, both locally and offshore and to maintain a global perspective o Experience of building relationships with a variety of stakeholders o Strong management, decision-making, problem-solving, and interpersonal skills including the ability to listen to and influence stakeholders at all levels, and to build consensus among a wide range of internal and external customers with conflicting priorities o Mature and independent – able to work with teams with minimal supervision.

Functional Knowledge o Experience of core HSBC Finance and MI tools (e.g. BFA, FTP, TM1 etc.)

o Subject matter expertise of business finance reporting, management information / management accounting processes o Good experience of assessing the potential impacts of change and planning actions which can be taken into the target delivery o Experience in data analysis and systems impact analysis o Positive experience and track record of successful creation and analysis of business requirements o Practical understanding of software development lifecycles and methods, including requirements definition and testing in both waterfall and Agile environments o Experience in the use of test tools and test processes (e.g. defect management)

o Familiarity with Business Finance systems and infrastructure landscape.

o An appreciation of working within complex programmes and data architectures

Others

- Breath of Role: High
- System Complexity: High
- Stakeholder Engagement (Level): High
- Size of Team:
- Budget:
- Criticality:

Structure chart to be attached (to include Entity and Functional Manager). An example is shown below.

SECTION B:



Role Attributes

Role Attributes

Please make a selection from the drop-down available for each of the role attributes.

- Selections should reflect the typical features of the job during the year
- Selections should focus on the role rather than the individual

Experience Please select the level of technical knowledge i.e. the broad technical area such as Finance, HR, Sales that the role requires:

Broad and comprehensive understanding of concepts and principles within multiple disciplines or a fast changing discipline

Business / Commercial knowledge Please select the level of business knowledge i.e. knowledge of HSBC as a business, alongside knowledge of the market in which HSBC operates and its competitors that the role requires:

The role requires a comprehensive understanding of several value units / products / regions / legal entities, alongside an advanced understanding of the industry and the relative positioning of the HSBC's products and services.

Leadership Please select the relevant nature of the responsibility the role has for others:

Management responsibility of multiple teams, through subordinate managers, with accountability for independent budgets

Problem Solving Please provide details of the complexity of issues faced in the role:

Covers a wide range of diverse activities that require complex judgements and solutions based on conceptual thought and strategic vision and analysis

Innovation To what extent does the role contribute to and manage change, e.g. suggest improvements to products/processes?

Is proactive in developing ideas, continuously searching for improvements in techniques which add value to the business and has full responsibility for implementation.

Accountability / decision making What level of decision making is required of the role and on what decisions does it impact?

Latitude to make decisions within the value unit / region / product / legal entity strategy guidelines. There is direction from the long-term business goals with few or no policies to direct how the role should work.

Strategic Responsibility Please provide details of the level of responsibility the role has for setting strategy:

Creates business plans for own teams and expected to contribute into value unit / region / product / legal entity strategy.

Communication Please outline the type of internal communication skills required:

The role requires an extremely high level of interactive listening, in order to negotiate with others often at the highest level.

Please outline the type of external communication skills required:

The role requires the ability to negotiate and influence within their team with a high level of influence.

📌 Business Finance Actuals (BFA) Senior Business Analyst GCB 5 (India)
🏢 Trigent Software
📍 India