Manager Finance

Manulife; Toronto; Hybrid; CAD 92,000 - 161,000; Full time

Job summary

A well-known financial services provider is seeking a Manager of Finance to support broker operations and manage reporting requirements. This role involves conducting financial analysis, preparing results packages, and managing payments. Ideal candidates should hold a university degree and CPA designation, with at least 5 years of finance experience. Applicants must demonstrate strong analytical skills and relationship-building abilities. This position offers competitive compensation and a hybrid work environment.

Benefits

Health benefits

Flexible working environment

Incentive programs

Qualifications

• At least 5 years of experience in a finance role, preferably in asset management.
• Strong customer focus with the ability to influence effectively.
• Innovative problem solver comfortable leading change.

Responsibilities

• Conduct financial analysis and develop financial models for partners.
• Prepare monthly results package with commentary for stakeholders.
• Track and process payments to intermediary firms accurately.

Skills

Financial analysis

Relationship building

Attention to detail

Analytical skills

Problem-solving

MS Excel

PowerPoint

Education

University degree in business/finance/accounting

CPA designation

Tools

Power BI

Job description

The North American Intermediary CFO team delivers strategic analysis and management information to support business strategy, provide insights and support decision making.

The Manager, Finance, will primarily focus on broker support and fulfill the reporting requirements to the John Hancock (JH) Mutual Fund Board of Directors. This position will work closely with Distribution and will oversee all financial aspects related to our intermediary arrangements. The ideal candidate is highly motivated and capable of building effective working relationships with partners.

Position Responsibilities

• Conduct financial analysis and develop financial models to support existing and prospective financial arrangements with partner firms; recommend and influence actions by offering insights into opportunities, risks and challenges.

• Own and develop the annual strategic plan for marketing support; review and update the monthly forecast to reflect changes in marketing support spend based on key inputs/drivers.

• Track and process payments to intermediary firms in an accurate and timely manner; prepare accruals and work with the Accounting & Reporting team on monthly close processes.

• Prepare monthly results package for stakeholders with commentary on actuals to plan/forecast; engage with collaborators to understand results and communicate gaps/opportunities.

• Build and maintain strong working relationships with Distribution Operations and National Accounts teams.

• Develop and maintain in depth understanding of the various arrangements with intermediary firms; develop ongoing evaluation of new and existing intermediary relationships.

• Compile financial information and materials for the annual 15c mutual fund profitability review for the JH Mutual Funds Board; engage with partners across the organization to coordinate and facilitate the 15c process.

• Prepare quarterly board disclosures related to intermediary payments through revenue sharing, service fees and territory support payments.

• Provide oversight over 12b-1 reimbursement plans through monthly review and analysis; prepare and coordinate quarterly reporting to the Board.

• Maintain strong controls over key internal processes.

• Identify and implement operational improvement/automation opportunities.

Required Qualifications

• University degree in business/finance/accounting and professional accounting designation (CPA)

• At least 5 years of experience in a finance role, preferably in the wealth and asset management industry

• Strong customer focus with the ability to build relationships, engage and influence effectively.

• Solid analytical skills particularly in presenting & summarizing financial information in a meaningful manner for collaborators and with high attention to detail.

• Highly motivated and with a strong work ethic; Results oriented and takes the initiative to solve problems while exercising sound judgment.

• Innovative problem solver who is comfortable leading and driving change.

• Ability to work independently and thrive in a collaborative team environment.

• Strong MS Excel and PowerPoint skills; Power BI knowledge and experience with automation tools, a plus

When you join our team

• We’ll empower you to learn and grow the career you want

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words

• As part of our global team, we’ll support you in shaping the future you want to see

If you are applying to this role in Massachusetts, please note the salary range is $92,475 - $160,290 USD. Additionally, employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [e-mail] .

Ubicación principal

Boston, Massachusetts

Modalidades de Trabajo

Híbrido

Se prevé que el rango salarial esté entre

$92,475.00 USD - $160,290.00 USD

Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con [e-mail] para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual.

Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de días libres pagos en EE. UU. contempla hasta 11 días festivos, 3 días personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o más cuando lo exija la ley) por año, y ofrecemos todos los tipos de licencias contempladas por la ley.

Conozca sus derechos (https://www.dol.gov/agencies/ofccp/posters)

Permiso Familiar y Médico

Ley de Protección del Examen Poligráfico (https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf)

Derecho al Trabajo

Verificación Electrónica (E-Verify)

Transparencia Salarial (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

Company: John Hancock Life Insurance Company (U.S.A.)