Finance Transformation & Operations Excellence Consultant

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

Benefits offered by this job

Hybrid work arrangement

Job summary

Manulife Financial is seeking a Balance Sheet Substantiation COE – Senior Finance Analyst to ensure accuracy and compliance of balance sheet accounts, enhance reconciliation processes, and support financial reporting. The role collaborates with regional offices and business units to improve governance and efficiency in balance sheet substantiation.

The team covers Controllership, period close, financial reporting, GL/suspense reconciliations, expense reporting, management reporting, and FP&A.

Qualifications

• Bachelor’s degree in Accounting or Finance; CPA designation is an advantage.
• 5+ years of progressive accounting operations and/or financial reporting experience; insurance industry preferred.
• Strong stakeholder management, persuasion, relationship-building and negotiation skills.
• Experience in shared services/offshore teams is an advantage.
• Excellent analytical and problem-solving capabilities.
• Advanced Excel skills; Power BI is advantageous.
• Self-starter with attention to detail and ownership mindset.
• Strong written and oral communication for interaction with senior officers.

Responsibilities

• Drive standard balance sheet substantiation processes and own end-to-end accuracy.
• Perform accurate balance sheet reconciliations, including insurance-related accounts.
• Provide timely, insightful substantiation commentary for business reviews and decisions.
• Collaborate with regional teams and business units to ensure completeness of information.
• Ensure balances are stated in line with IFRS17, GAAP and company policy.
• Identify and resolve reconciliation discrepancies with Finance partners.
• Escalate unresolved issues to the COE manager and participate in governance meetings.
• Maintain documentation and audit trails for reconciliation activities.
• Share best practices and implement process improvements for efficiency.
• Identify appropriate tools (Anaplan, Alteryx, PowerSuite, Workiva) to support improvements.
• Utilize Enterprise Data Lake as main data source for reconciliation and analysis.
• Act as process owner for the end-to-end balance sheet substantiation process.
• Provide guidance and training to junior team members.

Skills

Stakeholder management

Analytical thinking

Advanced Excel

Power BI

Attention to detail

Communication skills

Education

Bachelor's degree in Accounting or Finance

CPA designation (advantage)

Tools

Excel

Power BI

Job description

Job Summary

The Balance Sheet Substantiation COE – Senior Finance Analyst will ensure the accuracy and compliance of balance sheet accounts, enhance reconciliation processes, and support financial reporting requirements.

Working with Regional Offices and Business Units, the role is expected to achieve the business objective of an improved balance sheet substantiation process by providing governance and oversight on process performance and efficiency.

The Finance department currently has different teams in MGS. The key responsibilities are Finance Controllership, Accounting period close activities, financial reporting, GL and suspense reconciliations, expense reporting and analysis, management reporting and financial planning & analysis.

Role and Responsibilities

• Accountable to the BSS COE Manager in MBPS, the role will drive standard balance sheet substantiation process and will be primarily accountable for:
• Perform accurate balance sheet account reconciliations (including insurance-related accounts).
• Provide timely, accurate and insightful balance sheet substantiation commentary to facilitate business review meetings, business decisions and to drive finance accountability.
• This requires working with regional teams and local Business Units to ensure that the information is sufficient.
• Ensure transactions and account balances are stated accurately in accordance with IFRS17, GAAP and Company policy.
• Identify, investigate, and resolve noted account reconciliation discrepancies by collaborating with Finance partners and Business Units.
• Timely escalates unresolved account reconciliation issues to Manager.
• Actively participate during governance meetings with Business Units and other stakeholders.
• Maintain accurate documentation and records of all reconciliation activities, ensuring a clear audit trail.
• Share best practices and implement process improvements for reconciliation efficiency and accuracy.
• Partner with key stakeholders to identify process pain points and resolve issues.
• Streamline reconciliation processes while ensuring compliance with internal controls and relevant regulations and policies.
• Identify appropriate tool (Anaplan, Alteryx, PowerSuite, Workiva) to implement process improvements.
• Utilize Enterprise Data Lake as main source of data for reconciliation and analysis.
• Act as process owner of the end-to-end balance sheet substantiation process.
• Provide necessary guidance and training to junior team members.
• Participate in Regional priority and strategic projects as assigned or other ad hoc activities.

Special Projects

Special projects will arise from time to time that will require strong financial knowledge, strong analytical and organizational skills, and an innovative mindset. The role will be responsible for ad-hoc projects as required by senior management pertaining to new services and processes.

Qualifications

• Bachelor’s degree in Accounting or Finance; accounting designation (CPA) is an advantage.
• 5+ years of progressive accounting operations and/or financial reporting experience; insurance industry experience is preferred.
• Strong stakeholder management requiring persuasion, relationship building and negotiation skills.
• Prior experience of working in shared services/offshore team is an advantage.
• Excellent analytical and problem-solving capabilities.
• Strong technical accounting skills with a solid understanding of the accounting environment.
• Advanced Excel skills; experience with PowerBI is an advantage.
• Self-starter, detail-oriented, willing to take ownership and accountability.
• Able to cope in a fast paced and dynamic work environment, with the mindset of continuous improvement and aiming for excellence.
• Strong oral/written communication skills required to interact with senior officers and representatives from other Divisions and functional departments.
• Strong project management skills is an advantage.

• Strong presentation skills.
• Professional attitude and client service orientation; collaborative and results-oriented.
• Strong organizational and time management skills with the ability to be flexible to changing environments.
• Ability to work independently and willing to collaborate with other teams for a project with huge scale benefits.

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.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en。

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Working Arrangement

混合式