Senior Financial Analyst

Manulife; Philippines; Hybrid; PHP 900,000 - 1,200,000; Full time

Benefits offered by this job

Hybrid work arrangement

Professional development

Job summary

Manulife Financial Corporation is seeking a finance professional to consolidate, analyze, and report on monthly, quarterly, and annual data for Global Wealth and Asset Management. You will lead Canada Wealth forecasting, develop dashboards, and present insights to North America stakeholders.

The role requires CPA-leaning accounting expertise, strong Excel, PowerPoint, and Power BI skills, and a collaborative, fast-paced environment.

Qualifications

• University graduate in Accounting/Finance, CPA 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

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

Skills

MS Excel

MS PowerPoint

Power BI

Power Apps

Anaplan

Financial analysis

Communication skills

Presentation skills

Attention to detail

Education

Bachelor's degree in Accounting/Finance

CPA preferred

Tools

Power BI

Power Apps

Anaplan

SmartView-Essbase

Lawson

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.

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
  
• 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

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.

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