Finance Transformation & Operational Excellence Consultant

Manulife Global Solutions (MGS); Quezon City; On-site; PHP 1,200,000 - 1,600,000; Full time

Job summary

Manulife Global Solutions (MGS) in Metro Manila invites a Finance Transformation & Operational Excellence Consultant to support the Transformation and OE Leader for Finance, Actuarial and GWAM Tower in delivering strategic initiatives through process and performance improvements.

You will lead OE projects, apply Lean/Six Sigma, engage stakeholders, and leverage AI and automation tools to enhance efficiency, accuracy, and cost effectiveness across the finance value chain.

Qualifications

• Knowledge of Finance and accounting processes from Finance Shared Services, Global Business Services or Finance BPO operations.
• 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 with documented BPMN/DMN notation concepts.
• Knowledge of Lean and/or Six Sigma and data analysis to identify gaps and opportunities.
• Excellent English language written and verbal communication skills.
• Proficiency in MS Office 365 and tools such as Smartsheet, JIRA.

Responsibilities

• Execute operational excellence projects for Finance, Actuarial and GWAM Tower Director.
• Analyze performance metrics such as efficiency, accuracy, productivity, timeliness, CSAT, tNPS, utilization, cost reduction.
• Lead process automation, AI-based solutions, process redesign, and documentation.
• Draft process flows using BPMN and support governance meetings (RAID logs, plans).
• Engage stakeholders and manage expectations; track benefits and outcomes.

Skills

Finance knowledge

Accounting concepts

OE KPIs

Business analysis

Lean Six Sigma

English communication

MS Office 365

Education

CPA (advantage)

Tools

Smartsheet

JIRA

Power BI

Power Automate

Job description

TheFinance Transformation &Operational Excellence Consultantwill support the MGS 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 involvingprocess 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 aschange management.

• Engagement andstakeholder managementin perform discovery sessions, gather data for analysis in accordance with process excellence frameworks such as Lean,Six SigmaDMAIC, PDCA, Design Thinking, including drafting process flows using BPMN standards forprocess documentationthat are appropriate in order to deliver the project objectives.

• Leverage technology based automation using Artificial Intelligence-solutions, system basedprocess integrationand 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 andAccounting processesfrom 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 analysisexperience and detailed documentation skills usingbusiness process managementand notations or decision model and notation concepts

• Knowledge of Lean and/orSix Sigma methodology and able to perform basic or advanceddata analysisto identify gaps, opportunities

• Excellent English language written and verbal communication skills

• Use of Microsoft Office 365 applications such as Excel, Word, Powerpoint, Teams otherproject managementtools such asSmartsheet,JIRA, etc

Experience & Qualification

• 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 yearsProject Management,Business Analysis, Transformation orChange Managementexperience

• Trained or Certified Lean Frameworks and/orSix SigmaGreenbelt with multiple project experience in delivering projects or coaching project leads or resources using OE frameworks

• At least5 yrs combined experience in any of the following roles:Finance Operationswith 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 drivingprocess automationusingUiPath, Power Automate, Power BI, System based workflow automation e.g.Blackline, Cadency,Salesforce,Concur, Finance applications etc

• Experience inAlteryxautomation development

• Experience in implementingArtificial Intelligence Solutionsin Finance andAccounting 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.