Senior Financial Analyst

Manulife; Philippines; On-site; PHP 900,000 - 1,400,000; Full time

Job summary

Manulife in the Philippines seeks a Finance FP&A professional to deliver monthly, quarterly, and annual financial data production, reporting, and forecasting for Global Wealth and Asset Management. You will consolidate data from multiple stakeholders and support North America regions.

You will lead forecasting, develop templates, and enhance reporting processes, working closely with MBPS FP&A team and Canada Wealth units. Strong Excel, PowerPoint, Power BI, and Anaplan skills are essential.

Qualifications

• University degree in Accounting/ Finance; CPA preferred.
• At least 4 years of experience in a finance role; Wealth/Asset Management experience is an asset.
• Experience in automating processes is a plus.
• Strong MS Excel and MS PowerPoint skills.
• Power BI, Power Apps and Anaplan knowledge are advantageous.
• Strong technical accounting skills with understanding of financial reporting.

Responsibilities

• Consolidate, analyze, and synthesize large volumes of financial and non-financial information from stakeholders.
• Prepare high-quality monthly and quarterly reports, dashboards, and presentations for stakeholders.
• Lead forecasting activities for the Canada Wealth business unit.
• Improve reporting processes to increase efficiency during month-end and quarter-end cycles.
• Support annual consolidated planning, trend investigation, and presentation deck preparation.
• Collaborate with North America Wealth stakeholders and FP&A teammates to ensure smooth reporting and planning processes.

Skills

MS Excel

MS PowerPoint

Education

University degree in Accounting/Finance

CPA preferred

Tools

Power BI

Power Apps

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 (GWAM) Finance Financial Planning & Analysis. Will locally report to MBPS FP&A Team Manager and provide support to Stakeholders located in North America.

Job Description

Role and 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, Canada Wealth Sales Report, Canada Wealth Earnings reports, bridges, forecast and planning.
• Leads the forecasting activities of Canada Wealth business unit.
• Prepares and maintains templates of report packages, highlight key issues, and actively look for resolution
• Improves 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 Wealth business unit, Stakeholders and MBPS FP&A teammates to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed
• Participates in team cross-training to establish back-up and improvement of processes handled
• Trains new resources within the team and in conducting quality checks on the team's work in certain circumstances

Qualifications

Knowledge/Skills/Competencies/Education:

• University graduate in Accounting/Finance, professional accounting designation (CPA) is preferred
• At least 4 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 Anaplan 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
• 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