Finance Transformation & Operational Excellence Strategist

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

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.