Financial Analyst GWAM FPandA

Manulife; Philippines; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

Manulife, a leading international financial services provider, seeks a Finance Analyst for GWAM FP&A to produce accurate monthly, quarterly, and annual financial data, reports, and forecasts for stakeholders across Asia and North America.

The role requires strong Excel/PowerPoint skills, analytical mindset, and experience with Power BI, Power Apps, and Alteryx. Hybrid work arrangement in the Philippines.

Qualifications

• University degree in Accounting/Finance.
• 2–3 years of experience in finance; Wealth & Asset Management experience is a plus.
• Experience in automating processes is a plus.
• Strong MS Excel and MS PowerPoint skills.
• Good communication and presentation skills.

Responsibilities

• Consolidate and analyze large amounts of financial and non-financial information from stakeholders.
• Prepare monthly/quarterly reports, dashboards and presentations for stakeholders.
• Prepare Monthly/Quarterly Management Decks and forecasts from different business segments.
• Maintain report package templates and highlight key issues for resolution.
• Improve and re-engineer reporting processes for month-end/quarter-end cycles.
• Support annual consolidated planning with trend analysis and presentation decks.
• Identify improvements by exploring reporting, analysis and process solutions.
• Collaborate with North America unit and MBPS FP&A teammates on reporting and planning.
• Conduct deep-dive trainings to build backup capacity during planning cycles GWAM.

Skills

Advanced Excel

PowerPoint

Communication

Presentation

Education

Accounting/Finance degree (CPA preferred)

Tools

Power BI

Power Apps

Alteryx

Job description

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

Requirements: