Senior Financial Analyst

Manulife Financial; Philippines; Hybrid; PHP 800,000 - 1,000,000; Full time

Job summary

Manulife Financial Corporation is seeking a Finance FP&A professional in the Philippines to produce accurate monthly, quarterly, and annual financial data, reports, and forecasts for GWAM FP&A. You will report to the MBPS FP&A Team Manager and support North America stakeholders.

Responsibilities include consolidating data, preparing management decks, and driving process improvements in month-end and planning cycles while collaborating with the North America Wealth unit.

Qualifications

• University graduate in Accounting/Finance.
• At least 4 years of experience in a finance role; Wealth and Asset Management industry experience is a plus.
• Experience in automating processes is a plus.

Responsibilities

• Consolidate, analyze, and synthesize large financial and non-financial information from stakeholders.
• Prepare monthly/quarterly reports, dashboards, and presentations for Global WAM Finance FP&A stakeholders.
• Lead forecasting activities for Canada Wealth business unit and support planning processes.

Skills

Forecasting

Financial analysis

Accounting

Stakeholder management

Education

Bachelor's in Accounting/Finance

CPA preferred

Tools

Excel

Power BI

Job description

Background

Manulife’s Wealth and Asset Management (WAM) businesses operate across our global footprint in the US, Canada and Asia. They include our Retail (Manulife Investments, John Hancock Investments, and Asian mutual fund businesses), Retirement (Retirement Plan Services, Group Retirement Solutions, and Asian pension businesses), and Institutional (Manulife Asset Management) businesses. One of Manulife’s key strategic themes is to build and integrate its global wealth and asset management businesses. Manulife’s Investment Division has two major businesses – management of the General Fund investments and Manulife Asset Management (MAM), a leading global third party asset management business. The invested assets are comprised of a broad range of investments including public and private bonds, public and private equities, mortgages, real estate, power and infrastructure, oil and gas, timberland and farmland properties.

Summary

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

About Manulife

Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.

Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

This Position Description is intended to describe the general nature and level of the work being performed by employees in this job. It is not intended to be a complete list of all responsibilities, duties and skills required for this job classification.

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。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 [e-mail]までご連絡をお願いします。

Working Arrangement

ハイブリッド勤務