Finance Transformation & Operational Excellence Consultant

Manulife; Quezon City; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Manulife is seeking an Finance Transformation & Operational Excellence Consultant to support the Global Solution Transformation for Finance, Actuarial and GWAM Tower. The role delivers process and performance improvement across shared services, leveraging Lean/Six Sigma and AI-based automation.

The consultant will drive discovery, data analysis, and stakeholder engagement to achieve efficiency, accuracy and cost reduction while maintaining compliance and quality.

Qualifications

• Experience in Finance and Accounting processes in GBS/Shared Services/Finance BPO.
• CPA is an advantage.
• 5+ years combined experience in Finance operations with transformation or automation.

Responsibilities

• Execute operational excellence projects assigned by the Director of Transformation & Operational Excellence Finance, Actuarial and GWAM Tower.
• Drive performance improvement metrics: efficiency, accuracy, productivity, timeliness, CSAT, utilization, cost reduction, risk management.
• Lead process automation initiatives using AI-based technology and systems integration (Alteryx, Power BI, Power Automate).
• Document processes and design flows using BPMN; perform data-driven analysis and present recommendations.
• Manage stakeholder expectations and deliver status updates; track realized benefits.

Skills

Finance knowledge

Process improvement

Project management

Data analysis

Lean Six Sigma

Communication

Education

CPA (advantage)

Tools

UiPath

Power BI

Power Automate

Smartsheet

JIRA

Job description

The Finance Transformation & Operational Excellence Consultant will support the Manulife Global Solution (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 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 & 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 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
• 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 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.