Financial Analyst, GWAM FP&A

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

Job summary

Manulife is seeking a Finance Planning & Analysis professional in Manila to deliver accurate monthly, quarterly, and annual financial data, reports, and forecasts for Global Wealth and Asset Management. The role partners with Asia and North America stakeholders and supports planning cycles with MBPS FP&A teams.

Candidate will automate processes, develop templates, and present insights using Power BI, Excel, and PowerPoint, while maintaining high-quality deliverables in a fast-paced environment.

Qualifications

• University graduate in Accounting/Finance.
• CPA preferred but not required.
• At least 2–3 years of experience in a finance role.
• Experience in automating reporting processes is a plus.

Responsibilities

• Consolidate, analyze, and synthesize financial and non-financial information from stakeholders.
• Prepare monthly and quarterly reports, dashboards, and presentations for stakeholders.
• Support annual consolidated planning, including trend investigations and scenario analysis.
• Improve reporting processes for month-end and quarter-end cycles.
• Collaborate with North America and MBPS FP&A teams to ensure smooth reporting and planning.
• Provide deep-dive training and cross-training to establish back-ups.

Skills

Power BI

Power Apps

Alteryx

MS Excel

MS PowerPoint

Financial analysis

Data visualization

Education

Bachelor's degree in Accounting/Finance

CPA preferred

Tools

Anaplan

SmartView-Essbase

Lawson

Job description

The position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to different stakeholders of the Global Wealth and Asset Management - Financial Planning & Analysis (GWAM FP&A). Will locally report to MBPS FP&A Team Manager and provide support to Stakeholders located in either Asia or North America.

Position Responsibilities:

Actively involved with consolidating, analyzing, and synthesizing large amount of financial and non-financial information from various stakeholders Prepares high-quality monthly and quarterly reports, dashboards and presentations in a timely and organized fashion catered to the needs of the different stakeholders of Global WAM Finance - Financial Planning and Analysis Prepares Monthly/Quarterly Management Decks, WAM MIS Report, Quarterly Forecasts from different business segments and others Prepares and maintains templates of report packages, highlight key issues, and actively look for resolution Improve and re-engineers reporting processes and deliverables to create consistency and efficiency during month-end and quarter-end cycles Supports the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks Initiates improvements by exploring, identifying, and implementing reporting, analysis, and process solutions Works closely with the North America business unit, Stakeholders and MBPS FP&A teammates to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed Actively do deep-dive training and team cross-trainings to establish back-up, stabilize capacity during planning cycles of GWAM business

Required Qualifications

University graduate in Accounting/Finance, professional accounting designation (CPA) is preferred but not required. At least 2-3 years of experience in a finance role, Wealth and Asset Management industry experience an asset Experience in participating or spearheading in automating processes is a plus Strong MS Excel and MS PowerPoint skills Good communication and presentation skills; ability to succinctly engage with business partners and team members Power BI knowledge, Power Apps and Alteryx knowledge are advantage skills Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis

Preferred Qualifications:

Knowledge of IFRS tools (SmartView-Essbase, Lawson) Knows how to navigate advance Finance tools like Anaplan and Power BI Strong attention to detail Proven ability to thrive in a fast paced, high-performing and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests Proactive approach to continuous improvements and a positive “can-do” attitude Ability to identify and investigate complex issues and recommend actionable solutions

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