Senior Financial Analyst

Manulife/John Hancock; Montreal; Hybrid; CAD 71,000 - 119,000; Full time

Benefits offered by this job

Health benefits

Retirement plans

Paid time off

Job summary

Manulife/John Hancock is seeking a Senior Financial Analyst to lead financial reporting for investment funds. The role emphasizes IFRS compliance, accurate disclosures, and strong collaboration with auditors.

The candidate will leverage advanced Excel, PowerApps, and automation tools to improve processes, ensure data integrity, and support regulatory requirements across multiple jurisdictions.

Qualifications

• Audited financial statements and investment fund operations experience.
• CPA designation with strong accounting principles understanding.
• Advanced Excel, PowerApps and automation tools proficiency.

Responsibilities

• Prepare annual and interim financial statements for investment funds under IFRS, NI 81-106 and CLHIA/G2 guidelines.
• Maintain supporting documentation for disclosures and audit requirements.
• Identify and correct errors in financial data and prepare journal entries with full substantiation.
• Keep up-to-date with IFRS, NI 81-106, CLHIA G2 and OSFI requirements for reporting.
• Collaborate with external auditors on assigned tasks and facilitate audits.
• Suggest process improvements and automation to drive efficiency and control.

Skills

Excel

PowerApps

Automation tools

Education

CPA designation

Tools

FundSuite ARC

MPower

Job description

Manulife's Investment Division runs the Company’s General Fund on-balance sheet assets (GA) and through Manulife Investment Management, handles assets for clients and investment funds in markets around the world. The division manages a broad range of investments including public and private bonds, public and private equities, mortgages, real estate, oil and gas, infrastructure, timberland, farmland and asset allocation strategies. The division has a physical presence in key international financial centres, including Canada, the United States, Hong Kong, Japan, the United Kingdom, Australia and throughout South-East Asia. We are a dynamic and forward-thinking team that thrives on innovation and collaboration. Every member of our team contributes to a supportive environment where we celebrate achievements and take pride in the impact we make together. At Manulife, our values are the foundation of everything we do. We are driven by a deep commitment to our customers (“Obsess about customers”), empowered by collaboration (“Get it done together”), and anchored in accountability (“Own it”). We lead with empathy and integrity (“Share your humanity” and “Do the right thing”), while continuously challenging the status quo to drive bold, forward-thinking solutions (“Think big”). These principles shape our culture, guide our decisions, and inspire us to make a meaningful impact every day.

Position Responsibilities

Reporting to the Director of financial reporting, the Senior Financial Analyst will be responsible for.

• Prepare and analyze annual and interim financial statements for investment funds in accordance with IFRS, NI 81-106 and G2 CLHIA guidelines; ensuring completeness and accuracy within tight deadlines.
• Compile and maintain supporting documentation to substantiate financial disclosures and audit requirements.
• Identify and resolve errors, omissions, and inconsistencies in financial data.
• Prepare journal entries with comprehensive qualitative and quantitative support.
• Maintain a strong understanding of control frameworks and associated risks to ensure data integrity and compliance.
• Conduct annual reviews and updates of process documentation to reflect current practices and regulatory changes.
• Provide recommendations for process and system improvements, driving efficiency and standardization.
• Serve as a subject matter expert in financial reporting for investment division projects, offering insights and guidance on accounting implications.
• Stay current with accounting standards and regulatory frameworks, including IFRS, IFIC, NI 81-106, CLHIA G2, and OSFI requirements.
• Interpret and summarize accounting guidelines to support decision-making and ensure compliance.
• Prepare and deliver data and reports for corporate-level segregated funds reporting, ensuring accuracy and relevance.
• Contribute to the team’s strategic objectives by aligning financial reporting practices with organizational goals.
• Champion a culture of innovation by consistently seeking new ways to improve financial reporting processes, tools, and methodologies.
• Think outside the box to identify unconventional solutions that enhance efficiency, accuracy, and stakeholder value.
• Challenge the status quo by questioning legacy practices and proposing forward-thinking alternatives aligned with industry best practices.
• Actively contribute to a mindset of continuous improvement, encouraging experimentation, learning, and adaptability in the face of change.
• Collaborate effectively with stakeholders within and outside the division, fostering alignment and transparency.
• Participate actively in team projects, contributing to shared goals and promoting a positive, inclusive work environment.
• Work independently with external auditors on assigned tasks, facilitating the audit of financial statements and resolving queries efficiently.

Required Qualifications

• Over 5 years of exposure in preparing audited financial statements and managing investment fund operations, with a strong understanding of regulatory requirements.
• CPA designation, demonstrating a solid foundation in accounting principles and professional standards.
• Deep interest in the investment industry, with a growing understanding of fund structures and market dynamics.
• Advanced proficiency in Microsoft Excel, PowerApps, and automation tools.
• Proven track record of driving operational efficiencies and implementing robust financial controls.
• Demonstrates strong analytical thinking and curiosity to deeply understand operational challenges and constraints.
• Operates independently with sound judgment, while remaining aligned with team goals and collaborative priorities.
• Communicates ideas and recommendations clearly and persuasively, with sensitivity to stakeholder perspectives.
• Maintains a high level of efficiency and consistently meets deadlines, even in fast-paced environments.
• Shows flexibility and commitment by adapting to peak periods and contributing extra effort when needed.

Preferred Qualifications

• Familiarity with fund accounting systems such as FundSuite ARC and MPower is a strong asset.
• Prior audit experience is a plus, contributing to a strong compliance and risk management mindset.
• Bilingualism in French is an asset, enhancing communication in a national context.

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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Referenced Salary Location

Montreal, Quebec
Hybrid
Salary range is expected to be between $71,475.00 CAD - $119,125.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

Benefits

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.

Technology

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

Company Vision

We're Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and industry-leading AI, and accelerating a sustainable and economically inclusive future.

Commitment to Growth

Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.

Achievements & Recognition

We’re proud of our accomplishments and recognition. Recent awards include: 2026 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2025 Financial Times World’s Best Employers Asia-Pacific 2026 We’ve been recognized as one of Canada’s Top 100 Employers 2026 #1 Life Insurer for AI Maturity by Evident 2026