Senior Financial Analyst

Manulife Insurance Malaysia; Montreal; Hybrid; CAD 69,000 - 117,000; Full time

Job summary

A leading financial services provider is seeking a Senior Financial Analyst to join their Fund Reporting team. This role involves preparing and analyzing financial statements for investment funds and requires expertise in fund reporting regulations. The ideal candidate is bilingual in French and English and has over 5 years of experience in financial reporting. A dynamic work environment and hybrid work options are offered.

Benefits

Customizable health benefits

Flexible working environment

Employee assistance programs

Qualifications

• 5+ years' experience preparing audited financial statements or investment fund operations.
• Experience with fund accounting systems is an asset.
• Ability to work independently and communicate effectively.

Responsibilities

• Prepare and analyze annual and interim financial statements for investment funds.
• Collaborate with external auditors on assigned tasks.
• Identify and resolve data inconsistencies or errors.

Skills

Bilingual (French & English)

Advanced knowledge of Microsoft Office Excel

Strong analytical skills

Education

CPA designation

Tools

Fund Suite ARC

MPower

Job description

time left to apply End Date : July 16, 2025 (7 days left to apply)

job requisition id JR25051701

We’re looking for a bilingual, experienced and motivated CPA to join our Fund Reporting team within Manulife’s Global Wealth and Asset Management. The position is ideal for someone who thrives in a dynamic environment, embraces change, and can navigate complex processes independently.

Candidates can be located in either Montreal or Toronto.

Reporting to the Director of financial reporting, the Senior Financial Analyst will be responsible for preparing and reviewing quality financial statements for investment funds. The incumbent will require knowledge of accounting for investments and expertise of fund reporting including regulatory requirements NI 81-106, CLHIA G2 and OFSI.

Position Responsibilities :

Prepare and analyze annual and interim financial statements for investment funds, ensuring accuracy and timeliness

Work independently with external auditors on assigned tasks for audited financial statements

Identify and resolve data inconsistencies or errors

Prepare journal entries with appropriate qualitative and quantitative backup

Collaborate with people inside and outside division

Maintain and update process documentation annually

Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment

Provide recommendations on efficiencies, standards and improvements related to financial processes and / or systems

Understand and apply control frameworks and risk management principles

Participate in the investment division projects as a subject matter expert on financial reporting

Be abreast with knowledge of accounting requirements for investment funds IFRS, IFIC, NI 81-106, CLHIA G2 and OSFI

Be able to interpret and summarize accounting guidelines.

Participate in team projects

Prepare data and report for corporate reporting

Required Qualifications :

5+ years’ experience preparing audited financial statements or investment fund operations

Advanced knowledge of Microsoft Office Excel

Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications :

Experience with fund accounting systems will be an asset (e.g. Fund Suite ARC, MPower)

Understanding or interest in the Investment Industry.

Strong performer with track record of implementing controls and efficiencies

Prior audit experience is a plus

Strong analytical and inquiry skills to understand operational issues and constraints

Ability to work with minimum supervision but in line with team objectives

Effectively communicate ideas / recommendations while considering viewpoint of stakeholders or team members

Work in an efficient manner and respect timelines

Able to work overtime during peak periods

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.

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

Working Arrangement

We’re looking for a bilingual, experienced and motivated CPA to join our Fund Reporting team within Manulife’s Global Wealth and Asset Management. The position is ideal for someone who thrives in a dynamic environment, embraces change, and can navigate complex processes independently.

Candidates can be located in either Montreal or Toronto.

Reporting to the Director of financial reporting, the Senior Financial Analyst will be responsible for preparing and reviewing quality financial statements for investment funds. The incumbent will require knowledge of accounting for investments and expertise of fund reporting including regulatory requirements NI 81-106, CLHIA G2 and OFSI.

Position Responsibilities :

Prepare and analyze annual and interim financial statements for investment funds, ensuring accuracy and timeliness

Work independently with external auditors on assigned tasks for audited financial statements

Identify and resolve data inconsistencies or errors

Prepare journal entries with appropriate qualitative and quantitative backup

Collaborate with people inside and outside division

Maintain and update process documentation annually

Participate fully as a member of the team, promote team effectiveness and contribute to a positive work environment

Provide recommendations on efficiencies, standards and improvements related to financial processes and / or systems

Understand and apply control frameworks and risk management principles

Participate in the investment division projects as a subject matter expert on financial reporting

Be abreast with knowledge of accounting requirements for investment funds IFRS, IFIC, NI 81-106, CLHIA G2 and OSFI

Be able to interpret and summarize accounting guidelines.

Participate in team projects

Prepare data and report for corporate reporting

Required Qualifications :

5+ years’ experience preparing audited financial statements or investment fund operations

Advanced knowledge of Microsoft Office Excel

Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications :

Experience with fund accounting systems will be an asset (e.g. Fund Suite ARC, MPower)

Understanding or interest in the Investment Industry.

Strong performer with track record of implementing controls and efficiencies

Prior audit experience is a plus

Strong analytical and inquiry skills to understand operational issues and constraints

Ability to work with minimum supervision but in line with team objectives

Effectively communicate ideas / recommendations while considering viewpoint of stakeholders or team members

Work in an efficient manner and respect timelines

Able to work overtime during peak periods

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.

LI-WAM

LI-HYBRID

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

Working Arrangement

Hybrid

Salary range is expected to be between

69,750.00 CAD - $116,250.00 CAD

If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

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.

time left to apply End Date : July 17, 2025 (8 days left to apply)

time left to apply End Date : July 14, 2025 (5 days left to apply)

About Us

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 accelerating a sustainable and economically inclusive future.

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.

We’re proud of our accomplishments and recognitions. Recent awards include :

2024 Gallup Exceptional Workplace Award Winner

Manulife Named one of Forbes World’s Best Employers 2023

Best Companies to Work for in Asia 2023

We’ve been recognized as one of Canada’s Top 100 Employers (2024)

Manulife included in Bloomberg’s 2023 Gender-Equality Index

To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the ‘Job Alerts’ section located in the top right corner of the page. From there, you can sign up to receive job alerts.

Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https : / / www.manulife.com / .

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Senior Financial Analyst • Montreal, Montreal (administrative region), Canada