Finance Transformation & Operational Excellence Consultant

Manulife; Manila; Hybrid; PHP 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Manulife in Manila seeks a Finance Transformation & Operational Excellence Sr. Consultant to drive strategic initiatives across finance and actuarial functions. You will lead transformation programs, ensure timely delivery, and deliver measurable benefits while coaching leaders and aligning stakeholders across offshore teams.

The role emphasizes Lean, Six Sigma, data-driven decision making, and strong communication to influence senior stakeholders and sustain continuous improvement culture.

Qualifications

• Educational background in Finance, Accounting, Insurance, Investments, or Actuarial.
• At least 5+ years project management experience in operations and/or projects.
• Knowledge of Insurance operations and OE frameworks.
• Hands-on use of Lean, DMAIC, data analysis, and agile methods.
• Advanced MS Excel and PowerPoint skills; strong communication.

Responsibilities

• Own and drive pipeline of Transformation and OE initiatives across functions.
• Ensure projects are delivered on time, within budget, and meet benefits.
• Lead medium-sized, medium-risk transformation programs.
• Provide tactical direction to project delivery teams.
• Coach leaders and manage stakeholder alignment with governance forums.

Skills

Finance & Shared Services

Operational Excellence

Project Management

LEAN

DMAIC

Data Analysis

Design Thinking

Agile

Scrum

VSM

Customer Journey Mapping

Visual Management

OE Maturity

MS Excel (Advanced)

PowerPoint (Advanced)

Minitab

SPC Excel

Power BI

Verint

Nice

Education

Certified Public Accountant

Tools

Minitab

SPC Excel

Power BI

Nice

Verint

IEX

CRM

Ticketing Systems

Learning Management Systems

Job description

Finance Transformation & Operational Excellence Sr. Consultant

Key Roles & Responsibilities:

Overview

• Will have an oversight of all initiatives assigned initiatives
• Facilitate forums at the managerial level on the assigned initiatives
• Monitoring of Output – targets vs actuals

Project / Service Delivery

• Own & drive pipeline of Transformation & Operational Excellence Initiatives and programs within the assigned function(s)
• Responsible for all projects and services delivered by the squad are of high quality and delivers the expected benefits / impact, and that projects are delivered on time and within budget.
• Lead medium-sized, medium-risk, segment-specific transformation and/or process and performance improvement initiatives.
• Project or Program Manager for complex, high-risk, and/or organization-wide transformation and/or process and performance improvement initiatives.
• Provide tactical direction & guidance to the project delivery team

Stakeholder Management

• Alignment with function and project stakeholders to ensure that on-going initiatives are prioritized and aligned based on the agreed project milestones and project steering committee decisions.
• Build strong relationships with offshore business partners.
• Collaborate with other GBS support functions to deliver successful business transformation initiatives.
• Negotiate and manage conflicts within the project team through transparent and authentic conversations in order to address project issues.

Operational Excellence Champion

• Cultivate a continuous improvement culture and critical thinking in the organization by leading OE Forums with offshore Business Partners, actively participating in the GBS Operational Excellence Community of Practice and sharing industry best practices, case studies, implementation tips, new trends and tools in Operational Excellence, etc.
• Implement and rollout Operational Excellence and Agile training plans, standards and procedures.
• Develop & facilitate management trainings and awareness sessions to educate leaders on Operational Excellence concepts, frameworks, and tools.
• Conduct LEAN Six Sigma workshops and provide mentorship to operations leaders and/or process experts.
• Coach leaders (Function Leads) in running mature operations.

Note:

Although this is an individual contributor role, the Coach is responsible for providing performance evaluation assessments for consultants within the assigned squad specific to their demonstration of technical knowledge & application of technical skills during their project delivery.

Minimum Hiring Requirements - Knowledge & Skills

• Educational Background on Finance, Accounting, Insurance, Investments, and/or Actuarial
• At least 3-5 years Finance Shared Services experience in operations and/or projects
• Knowledge of Insurance operations
• Knowledge of and hands-on application of Operational Excellence, Problem Solving, and Project Management frameworks, methodologies and tools (LEAN, DMAIC, Data Analysis, HCD, Design Thinking, Agile, Scrum, VSM, Customer Journey Mapping, Visual Management, OE Maturity, etc.)
• Knowledge of operations management and with business acumen
• Project management skills
• Advanced MS Excel skills
• Advanced PowerPoint skills
• Use of statistical tools for data analysis, i.e., Minitab, SPC Excel, etc. At least 1 Project Management Certification: PMP, Agile, Scrum, etc. Excellent communication skills (verbal and written)
• Good interpersonal skills
• Strong negotiation and conflict resolution skills
• Ability to influence & lead senior leaders in decision-making through insightful, data-driven, and value-added recommendations.
• Client management skills
• Ability to develop and facilitate management trainings and workshops geared towards mid-level and senior-level leaders.
• Excellent coaching skills

Desired:

Certified Public Accountant

Certified LEAN Six Sigma Green Belt

Minimum Hiring Requirements – Experience

• At least 5+ years project management experience leading any of the following operations: finance & accounting, investments, actuarial, and retirement operations
• At least 3 years experience leading process & performance improvement projects for any of the following operations: finance & accounting, investments, actuarial, and retirement operations

Desired:

• Management consulting experience
• Experience leading large, cross-functional, organization-wide, multi-site transformation and/or process and performance improvement initiatives
• Familiarity with commonly used BPO tools and systems (i.e., Nice, Verint, IEX, ACD, CRM, Ticketing Systems, Knowledgebase, Learning Management Systems, Power BI, etc.)
• Experience working with stakeholders across different geos, i.e., North America, Canada, Asia
• Builds and leverages on network of OE professionals and or organizations in the industry and/or academe to keep abreast of best practices, industry developments, trends, issues, etc.

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].

Working Arrangement

Hybrid