Senior Financial Analyst - Reporting and Database Management

Manulife; Toronto; On-site; CAD 68,000 - 115,000; Full time

Job summary

A leading financial services provider based in Toronto is seeking a Senior Financial Analyst to oversee the Advisor Rewards bonus database. The role involves financial reporting, budget forecasting, and relationship management with various business unit partners. Candidates should possess a university degree and advanced Excel skills. The position offers a hybrid work arrangement and a salary range of $68,775 - $114,625 CAD.

Benefits

Health and dental benefits

Retirement savings plans

Paid time off

Qualifications

• Exceptional analytical skills with strong attention to detail.
• Proven ability to work independently and manage several priorities.
• Continuous improvement mentality with a passion for operational efficiency.

Responsibilities

• Preparation of complex bonus calculations.
• Perform database maintenance and enhancements.
• Perform quarterly forecasting and reporting.

Skills

Advanced Microsoft Excel skills

Analytical skills

Communication skills

Problem-solving skills

Education

University degree or equivalent industry experience

Tools

Database

SQL

VBA

PowerBI

Job description

The Group Benefits Financial Reporting, Planning and Analysis team is looking for a tech savvy Senior Financial Analyst to take ownership of our Advisor Rewards bonus database and reporting who has strong excel capability and with experience or an interest in using more advanced tools. The Group Benefits Advisor Rewards Program enables our sales teams to build stronger relationships with advisors to support customers and drive business results. Reporting to the Manager of Field Compensation, this position will be responsible for a broad range of financial control and reporting functions, including calculating wholesaler incentive compensation, sales validation, expense analytics, budgeting and forecasting, and business and strategic planning activities. This role provides excellent exposure to sales reporting, multiple contacts within GB Finance and our various business unit partners as well as an opportunity for growth within Manulife.

Position Responsibilities

• Preparation of complex bonus calculations. This process involves gathering input measures from various sources, processing and reviewing results, seeking approval for payouts as well as distributing individualized statements to advisor entities
• Perform database maintenance and enhancements
• Developing metrics, tracking and reporting sales leaders
• Perform quarterly forecasting and reporting, and ensure accurate and timely payout of advisor bonus
• Support the annual modeling of advisor bonus plans
• Perform ongoing review of reports to ensure best practices and efficiency are achieved, implementing approved enhancements where appropriate.

Required Qualifications

• University degree or equivalent industry experience
• Advanced Microsoft Excel skills (including macros) and proficiency in Word, PowerPoint, and Access.
• Exceptional analytical, mathematical, and problem‑solving skills with strong attention to detail.
• Excellent written and verbal communication skills, with strong interpersonal and relationship‑building abilities.
• Proven ability to work independently, manage several priorities, and meet tight deadlines with accuracy.
• Continuous improvement mentality with a passion for process optimization and operational efficiency.

Preferred Qualifications

• Experience in Group Benefits or Individual markets is a benefit.
• Database, SQL, VBA and PowerBI Knowledge are an asset
• Professional accounting or finance designation is 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

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

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$68,775.00 CAD - $114,625.00 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.