Financial Specialist

Manulife Financial; Quezon City; Hybrid; PHP 400,000 - 600,000; Full time

Job summary

A leading financial services firm is seeking an experienced candidate to oversee finance operations. The role involves managing transactional processes, financial reconciliations, and reporting, requiring over 5 years of experience in accounting or management reporting. Candidates must hold a CPA and possess strong analytical and problem-solving skills. This position offers a hybrid work arrangement.

Benefits

Flexible work environment

Opportunities for growth and development

Qualifications

• 5+ years of experience in accounting and management reporting.
• Experience with an international organization or Shared Service Center.
• Ability to adapt to change in ambiguous environments.

Responsibilities

• Oversee financial processes and operations.
• Perform reconciliations ensuring accuracy.
• Assist in providing root cause analysis and process improvements.

Skills

Analytical skills

Problem-solving skills

Interpersonal skills

Time management

Adaptability

Communication skills

Education

CPA with university degree in accounting, finance, or financial management

Tools

Microsoft Excel

MS Office Suite

Job description

General Accountability

The role is accountable for the migration of financial processes within Asia territories as part of the Asia Finance Transformation project within Manulife Business Processing Services (MBPS) and for the maintenance of trust with our customers.

Position Responsibilities

• Operations – finance operations transactional in nature but has financial impact (e.g. Invoicing, Credit Card Refund, Daily Matching of Premium)
• Accounting Operations – responsible for preparing and uploading Journal Entries to facilitate month-end closing activities. Reconciliation of accounts and balance sheet items for regulatory requirements
• Reconciliation – performs Bank Reconciliation, Intercompany Reconciliation and System reconciliation to ensure completeness and correctness of financial information for the month
• Management Reporting – to support the needs of different internal or external parties.
• Ensure that all processes/deliverables for the day have undergone internal review process prior to BU submission
• Follow the quality checklist as documented during migration. Ensure that all team members adhere to the signed of process documentation.
• Assist the leader in providing root cause analysis and action items for incidents encountered during the month.
• Serve as the go-to person of the specific location in terms of the knowledge of the processes
• Create training plan for new joiners
• Assist the leader in task allocation and ensuring that all members are well trained and efficient enough to handle live production
• Provide timely feedback on team members for the perusal of the leader
• Provide coaching and additional training for items that needs further clarification prior to raising to the BU.
• Assist the leader and the project team in identifying processes that can be migrated in MBPS. Assess based on migration criteria and provide feedbacks and inputs as necessary.
• Assist the leader in providing updates in the migration.
• Serve as the contact person of the project team in getting regular updates, challenges encountered, results monitoring of the parallel run
• Learn the processes to be migrated and provide timely process documentation following the standard MBPS format as aligned with the Control Tower.
• Serve as the business unit point of contact for any process issues or task specific queries.
• Propose automation for tasks assigned
• Support junior members on their automation initiatives
• Coordinate with Business Developers on status of automation projects
• Lead User Acceptance Testing and report result to Team Leader.

Preferred Qualifications

• 5+ years of working experience with progressive responsibility within the Accounting and management reporting field, at least 3 of which is with an international organization or Shared Service Center.
• Hybrid Work Arrangement: Amenability and readiness to work onsite and from home anytime (dependent on business need and/or current external environment/situation) and must be willing to work on a day shift schedule
• CPA with university degree in accounting, finance, or financial management.
• Excellent analytical and problem-solving skills.
• Ability to work in ambiguous environment and adapt to change while managing time and workload with aggressive timelines.
• Preferably with process migration background
• Strong interpersonal skills and ability to work effectively across cultures. Excellent English written and verbal communication skills.
• Intermediate to Advanced knowledge of Excel (mastery of Excel formulas and pivot tables is a must; VBA is a plus). Proficient in MS Office suite including Outlook, Word, PowerPoint.
• Willing to work on dayshift and overtime may be required to meet business deadlines.

Competencies

• Excellent analytical, research and problem-solving skills
• Comprehensive knowledge in expenses management, payment systems and operations
• Solid interpersonal skills to interact with, establish relationships with the international business units
• Makes decisions in the absence of rules and/or in complex situations
• Strong time management skills with the ability to be flexible to changing environments.
• Ability to work independently and willing to collaborate with other team members.

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