Senior Financial Analyst

Manulife Wealth & Asset Management; 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 in Montreal. The ideal candidate will be bilingual, hold a CPA designation, and have over 5 years of experience in preparing audited financial statements. This role involves preparing financial statements, collaborating with auditors, and improving financial processes. Competitive salary range from CAD 69,750 to CAD 116,250 with customizable benefits.

Benefits

Health and dental benefits

Flexible work environment

Retirement savings plans

Qualifications

• 5+ years’ experience preparing audited financial statements.
• Strong performer with a track record of implementing controls and efficiencies.
• Ability to work with minimum supervision but in line with team objectives.

Responsibilities

• Prepare and analyze annual and interim financial statements.
• Collaborate with external auditors on assigned tasks.
• Provide recommendations on efficiencies related to financial processes.

Skills

Bilingual (French & English)

Advanced knowledge of Microsoft Office Excel

Analytical and inquiry skills

Education

CPA designation

Tools

Fund accounting systems

Job description

Join to apply for the Senior Financial Analyst role at Manulife Wealth & Asset Management

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Join to apply for the Senior Financial Analyst role at Manulife Wealth & Asset Management

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

Accounting designation (CPA)

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.

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

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.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

Insurance

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