Finance Transformation & Operational Excellence Consultant

Manulife Insurance Malaysia; Philippines; Hybrid; PHP 1,200,000 - 1,800,000; Full time

Job summary

Manulife Financial Corporation is seeking a Finance Transformation & Operational Excellence Consultant to support the MBPS Transformation and OE Leader for Finance, Actuarial and GWAM Tower. The role delivers process and performance improvement projects across Finance Shared Services and related areas, using Lean, Six Sigma, and AI-enabled automation.

You will lead discovery sessions, analyze data, draft BPMN process flows, and collaborate with stakeholders to achieve efficiency, accuracy, and

Qualifications

• Knowledge of finance and accounting processes in FSS/GBS/BPO environment.
• Lean and/or Six Sigma methodology with data analysis.
• 3+ years in PM, BA, transformation or change management.
• Excellent English communication (written and spoken).
• Experience with process automation tools (UiPath, Power Automate, Power BI).

Responsibilities

• Execute OE projects for Finance Transformation and OE leadership.
• Analyze key OE metrics (efficiency, accuracy, productivity, timeliness, CSAT, tNPS).
• Lead automation and AI-enabled solutions; design processes with BPMN.
• Draft process flows and support governance with RAID logs and plans.
• Manage stakeholders and drive benefits tracking; foster OE culture.

Skills

Finance processes

Lean Six Sigma

Data analysis

BPMN modeling

Power BI

Power Automate

UiPath

Alteryx

AI in Finance

Tools

Smartsheet

JIRA

Excel

Power BI

Power Automate

Alteryx

Job description

The Finance Transformation & Operational Excellence Consultant will support the MBPS Transformation and Operational Excellence Leader for Finance, Actuarial and GWAM Tower in executing the Transformation and Operational Excellence strategic initiatives by delivering process and performance improvement projects.

Position Responsibilities:

Execute the operational excellence projects assigned by the Transformation & Operational Excellence Finance, Actuarial and GWAM Tower Director Scope of operational excellence projects involving performance improvement typically include but may not be limited to the following key operational metrics: Efficiency, Accuracy, Productivity, Timeliness, CSAT, tNPS, Utilization, Cost Reduction, Risk Management, etc. Scope of operational excellence projects involving process automation, use of AI based technology solutions implementation, process redesign, process improvement/ re-engineering, process documentation, typically include but are not limited to: operational management standards, training & skills verification for key frontline staff, workforce utilization, system enhancement, quality & controls, risk elimination or mitigation, monitoring, analysis using data-driven analysis and recommendations, as well as change management. Engagement and stakeholder management in perform discovery sessions, gather data for analysis in accordance with process excellence frameworks such as Lean, Six Sigma DMAIC, PDCA, Design Thinking, including drafting process flows using BPMN standards for process documentation that are appropriate in order to deliver the project objectives. Leverage technology based automation using Artificial Intelligence-solutions, system based process integration and workflow development, Alteryx, Power BI, Power Automate in accordance with industry best practices Process analysis support using OE frameworks in project deliverables including setting up cadence and facilitating management governance meetings, developing and monitoring of RAID Logs, project implementation plan within OE frameworks, providing recommendations, solutions, etc. Manage stakeholder expectations through appropriate engagement and timely status reporting on operational excellence projects Support tracking of benefits and document performance improvement from deployed Operational Excellence projects Ambassador for Operational Excellence Culture in GBS Support as consultant to operations leaders in deploying GBS Operational Excellence Framework within their respective teams Cultivate a continuous improvement culture and critical thinking in the organization by actively participating in the GBS Operational Excellence Community of Practice and sharing industry best practices, case studies, implementation of new tools, technologies that align with operational excellence outcomes.

Qualifications:

• Knowledge and Skills
• Knowledge of Finance and Accounting processes from Finance Shared Services, Global Business Services or Finance BPO operations process environment
• Knowledge of fundamental finance or accounting concepts
• Accounts Payable, Accounts Receivable, Fixed Assets, Financial Forecasting, Financial Analysis, Financial Reporting
• Understanding of OE KPIs and metrics in relation to CTQ measures
• Business analysis experience and detailed documentation skills using business process management and notations or decision model and notation concepts
• Knowledge of Lean and/or Six Sigma methodology and able to perform basic or advanced data analysis to identify gaps, opportunities
• Excellent English language written and verbal communication skills
• Use of Microsoft Office 365 applications such as Excel, Word, Powerpoint, Teams other project management tools such as Smartsheet, JIRA, etc
• Experience in Finance and Accounting or related supporting role is required, preferably in Global Business Services, Shared Service Center or Business Process Outsourcing setting.
• CPA is an advantage.
• With 3 years Project Management, Business Analysis, Transformation or Change Management experience
• Trained or Certified Lean Frameworks and/or Six Sigma Greenbelt with multiple project experience in delivering projects or coaching project leads or resources using OE frameworks
• At least 5 yrs combined experience in any of the following roles: Finance Operations with experience in any of the following roles/functions: Project Management, Process and Performance Improvement, Automation, Transformation, Consulting, Quality, Reporting, Change Management, data analytics, business analysis
• Desired Experience in driving process automation using UiPath, Power Automate, Power BI, System based workflow automation e.g. Blackline, Cadency, Salesforce, Concur, Finance applications etc
• Experience in Alteryx automation development
• Experience in implementing Artificial Intelligence Solutions in Finance and Accounting processes

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].

Working Arrangement

Hybrid

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