Senior Financial Analyst, Expense Management

Manulife Financial; Toronto; On-site; CAD 71,000 - 120,000; Full time

Job summary

A leading financial services provider located in Toronto, Ontario, is seeking a Senior Financial Analyst to support finance activities, focusing on expense reporting and advisory services. This role demands strong analytical skills and the ability to collaborate effectively across all levels of the organization. The ideal candidate will have relevant accounting qualifications and experience, contributing to budgeting processes and enhancing financial reporting. This position offers competitive compensation and customizable benefits.

Benefits

Health and dental benefits

Retirement savings plans

Generous paid time off program

Employee assistance plans

Qualifications

• 5+ years of relevant experience in progressive accounting roles.
• Ability to collaborate, negotiate, and influence effectively.
• Experience under tight deadlines and managing competing priorities.
• Ability to communicate complex concepts clearly in written and verbal formats.

Responsibilities

• Provide expense reporting for business unit and functional leaders.
• Support month end close processes and ensure data quality.
• Develop robust expense forecasts and participate in budget processes.
• Support internal and external audit requests.

Skills

Strong interpersonal skills

Self-starter

Results oriented

Excellent customer focus

Solid analytical capability

Proficiency with Microsoft Office

Education

Accounting designation (CA, CMA, CGA, CPA)

University degree in business, finance or equivalent

Tools

Essbase

Lawson

Job description

Overview

Reporting to the Director, GWAM Retail Expenses, within MFC’s global Expense Shared Service group, the Senior Financial Analyst plays a key role in supporting GWAM Retail business finance activities, incorporating actual, forecast, and plan expense reporting and advisory services. This person will collaborate with the Expense Shared Service team, Retail, and functional business partners, and possess the ability to work closely with people at all levels of the organization. In addition to ongoing business activities, this role provides opportunities to lend your skills and expand your talents, while supporting operational improvement initiatives and other expense transformation activities within both GWAM and the overall Expense Shared Service team.

Responsibilities

• Provide monthly, quarterly, annual, and ad hoc expense reporting for business unit and functional leaders, and other key stakeholders
• Key support for the month end close processes; ensure quality of data and develop and maintain accurate and timely reporting which meets the needs of our customers. Provide valuable analysis along with clear and concise commentary on results for our customers
• Demonstrate a strong technical understanding of the accounting for expenses including company policies and sufficient business knowledge to be able to verify and analyze information under review
• Develop strong processes for preparation of robust expense forecasts to support management decision making
• Participate in the annual budget process, working with business partners to develop budgets for specific areas of responsibility, and supporting business unit level review
• Support internal and external audit requests
• Use appropriate judgment in dealing with unexpected issues and requests, demonstrating an ability to prioritize work, and balance resource requirements to achieve solutions
• Continue to improve processes for higher efficiency and effectiveness, adapting to change and streamlining processes as new tools and technology are introduced

Required Qualifications

• Accounting designation (CA, CMA, CGA, CPA) with 5+ years of relevant experience in progressive accounting roles
• University degree in business, finance or equivalent
• Strong interpersonal skills with the ability to collaborate, negotiate and influence effectively
• Self-starter with the ability to work independently, particularly in the area of using sound, independent judgment, problem-solving and analytical skills
• Results oriented, able to manage expectations, work under tight deadlines and manage competing priorities
• Excellent customer focus and commitment to quality
• Strong business sense with ability to communicate complex concepts and results in a clear, concise, easy to understand manner (written and verbal)
• Solid analytical and technical capability - ability to assimilate/summarize a large amount of information from multiple sources and present in a valuable form for senior management
• Proficiency with Microsoft Office and ability to learn new applications quickly

Preferred Qualifications

• Essbase and Lawson knowledge (or other complex GL package) would be an asset
• Bilingualism (English and French) is an asset. If the successful candidate is in Quebec, proficiency in both languages will be required to support clients from various provinces outside of Quebec

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

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽https://www.manulifeim.com/institutional/tw/en。

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Salary and Location

Referenced Salary Location: Toronto, Ontario

Working Arrangement: 混合式

Salary range is expected to be between $71,925.00 CAD - $119,875.00 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.