Operational Excellence Consultant

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

Job summary

Manulife Financial is seeking an Operational Excellence Consultant to support Transformation and OE initiatives across Finance, Actuarial, and GWAM Tower by delivering process and performance improvement projects. The role emphasizes Lean and Six Sigma methods, data-driven analysis with Power BI/Alteryx, and AI-based automation, while coordinating discovery sessions and stakeholder engagement across teams.

Hybrid work arrangement and collaboration with global teams focus on improving efficiency,

Qualifications

• Knowledge of Finance/Accounting processes in shared services, GBS or BPO environments.
• Understanding of OE KPIs and CTQ measures.
• Experience with Lean or Six Sigma and data analysis to identify gaps and opportunities.
• Excellent written and verbal English communication.
• Proficiency in MS Office 365 and project management tools.

Responsibilities

• Execute OE projects assigned by Transformation & Operational Excellence Finance, Actuarial and GWAM Tower Director.
• Drive performance improvement using Lean/Six Sigma and data-driven methods.
• Lead process automation using AI-based solutions and workflow development.
• Engage stakeholders in discovery sessions and document process flows (BPMN).
• Monitor benefits and report on project status and outcomes.

Skills

Finance & accounting knowledge

Process improvement

Lean / Six Sigma

Data analysis

English communication

Education

CPA advantageous

Project management experience

Tools

Power BI

Alteryx

UiPath

Power Automate

Smartsheet

JIRA

Job description

The Operational Excellence Consultant will support the MBPS Transformation and Operational Excellence Leader for Finance, Actuarial and GWAM Tower in executing the Transformation and Operational Excellence strategic initiatives by delivering process and performance improvement projects.

Position Responsibilities

• Execute the operational excellence projects assigned by the Transformation & Operational Excellence Finance, Actuarial and GWAM Tower Director
• Scope of operational excellence projects involving performance improvement typically include but may not be limited to the following key operational metrics: Efficiency, Accuracy, Productivity, Timeliness, CSAT, tNPS, Utilization, Cost Reduction, Risk Management, etc.
• Scope of operational excellence projects involving process automation, use of AI based technology solutions implementation, process redesign, process improvement/ re-engineering, process documentation, typically include but are not limited to: operational management standards, training & skills verification for key frontline staff, workforce utilization, system enhancement, quality & controls, risk elimination or mitigation, monitoring, analysis using data-driven analysis and recommendations, as well as change management.
• Engagement and stakeholder management in perform discovery sessions, gather data for analysis in accordance with process excellence frameworks such as Lean, Six Sigma DMAIC, PDCA, Design Thinking, including drafting process flows using BPMN standards for process documentation that are appropriate in order to deliver the project objectives.
• Leverage technology based automation using Artificial Intelligence-solutions, system based process integration and workflow development, Alteryx, Power BI, Power Automate in accordance with industry best practices
• Process analysis support using OE frameworks in project deliverables including setting up cadence and facilitating management governance meetings, developing and monitoring of RAID Logs, project implementation plan within OE frameworks, providing recommendations, solutions, etc.
• Manage stakeholder expectations through appropriate engagement and timely status reporting on operational excellence projects
• Support tracking of benefits and document performance improvement from deployed Operational Excellence projects

Ambassador for Operational Excellence Culture in GBS

• Support as consultant to operations leaders in deploying GBS Operational Excellence Framework within their respective teams
• Cultivate a continuous improvement culture and critical thinking in the organization by actively participating in the GBS Operational Excellence Community of Practice and sharing industry best practices, case studies, implementation of new tools, technologies that align with operational excellence outcomes

Qualifications

Knowledge and Skills

• Knowledge of Finance and Accounting processes from Finance Shared Services, Global Business Services or Finance BPO operations process environment
• Knowledge of fundamental finance or accounting concepts Accounts Payable, Accounts Receivable, Fixed Assets, Financial Forecasting, Financial Analysis, Financial Reporting
• Understanding of OE KPIs and metrics in relation to CTQ measures
• Business analysis experience and detailed documentation skills using business process management and notations or decision model and notation concepts
• Knowledge of Lean and/or Six Sigma methodology and able to perform basic or advanced data analysis to identify gaps, opportunities
• Excellent English language written and verbal communication skills
• Use of Microsoft Office 365 applications such as Excel, Word, Powerpoint, Teams other project management tools such as Smartsheet, JIRA, etc

Experience & Qualification

• Experience in Finance and Accounting or related supporting role is required, preferably in Global Business Services, Shared Service Center or Business Process Outsourcing setting.
• CPA is an advantage.
• With 3 years Project Management, Business Analysis, Transformation or Change Management experience
• Trained or Certified Lean Frameworks and/or Six Sigma Greenbelt with multiple project experience in delivering projects or coaching project leads or resources using OE frameworks
• At least5 yrs combined experience in any of the following roles: Finance Operations with experience in any of the following roles/functions: Project Management, Process and Performance Improvement, Automation, Transformation, Consulting, Quality, Reporting, Change Management, data analytics, business analysis

Desired

• Experience in driving process automation using UiPath, Power Automate, Power BI, System based workflow automation e.g. Blackline, Cadency, Salesforce, Concur, Finance applications etc
• Experience in Alteryx automation development
• Experience in implementing Artificial Intelligence Solutions in Finance and Accounting processes

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは,"あなたの未来に、わかりやすさを",を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/ lをご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。

私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。

当社は公正な採用、定着、昇進、報酬に努めています。

当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。

人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。

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Working Arrangement

ハイブリッド勤務