If you're looking for a career where you can make a real impression, join our Integral 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 standardised, 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.
- Hands-on **Alteryx** experience (build/enhance workflows, troubleshoot, and document solutions).
- Strong **English and Spanish** communication skills (written and verbal).
- Exposure to **automation/AI use case development**, rapid prototyping, and/or **data readiness** assessment.
Desirable- ** Power BI** (or similar) for dashboards and tracking performance/benefits/operational health.
- **Power Automate** or other workflow/orchestration tools.
- Interest and aptitude to learn **Python** for automation and analytics.
Personal attributes- Curious, adaptable, and committed to **continuous improvement**.
- Practical and outcomes-focused—balances **innovation with delivery rigour**.
- Comfortable with ambiguity and changing priorities while keeping structure and momentum.
- Collaborative and inclusive; values different perspectives and builds shared ownership.
- Takes responsibility for **quality, controls, and sustainable outcomes**.
- You'll achieve more when you join HSBC!
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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
**Issued by HSBC Electronic Data Processing (México) Private LTD

📌 Process Transformation Analyst, Americas Finance (Xico)
🏢 HSBC Global Services
📍 Xico