Senior Financial Analyst

Manulife Financial Corporation; Quezon City; Hybrid; PHP 3,645,000 - 5,011,000; Full time

Job summary

The Senior Financial Analyst – Canada Segment Reporting at Manulife is responsible for complex financial analyses focused on expense reporting, forecasting, budgeting, planning, and financial management. You will partner with Finance and business stakeholders to deliver accurate, timely insights.

Key duties include monthly reporting, forecasting cycles, planning material preparation, journal entries, and supporting management with actionable analysis.

Qualifications

• Bachelor’s degree in accounting or finance; CPA or equivalent designation is an asset.
• 5+ years accounting/finance experience, including at least 2 years in financial analysis, management reporting, forecasting, and budgeting.
• Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint.

Responsibilities

• Manage Canada Segment expense reporting, including monthly reporting, forecasting, budgeting, planning, reconciliations, variance analysis, and stakeholder support.
• Support the monthly forecasting cycle by updating templates, gathering inputs, analyzing drivers, and developing forecasts.
• Prepare month-end financial analysis and commentary on variances, trends, and key metrics for management reporting.
• Support annual planning, consolidation, and development of planning materials and stakeholder presentations.
• Prepare and support journal entries and ensure proper review and approvals.
• Deliver monthly expense reports and analysis to Canada Segment stakeholders under the shared service model.

Skills

Excel

PowerPoint

Forecasting

Education

Bachelor’s degree in Accounting/Finance

CPA or equivalent asset

Tools

Power BI

Anaplan

Job description

The Senior Financial Analyst – Canada Segment Reporting, under general supervision, is responsible for performing complex financial, accounting, and business analyses supporting the Canada Segment, with a primary focus on expense reporting, forecasting, budgeting, planning, and financial management. The role provides an opportunity to develop a strong understanding of the Canada business, its financial drivers, operating environment, and reporting requirements while partnering with Finance and business stakeholders to deliver accurate, timely, and insightful financial information.

Position Responsibilities

• Manage key aspects of Canada Segment expense management, including monthly reporting, forecasting, budgeting, planning, reconciliations, variance analysis, accounting activities, and stakeholder support.
• Support the monthly forecasting cycle, including updating forecast templates, collaborating with business partners to gather expense and FTE inputs, analyzing trends and underlying business drivers, and applying appropriate judgment in developing forecasts.
• Prepare month-end financial analysis and commentary covering expense variances, trends, key metrics, and emerging areas of focus to support management reporting and business decision-making.
• Support the annual planning cycle, including the consolidation and analysis of Canada Segment financial results, preparation of planning materials, and development of presentations for stakeholders and management.
• Prepare and support journal entries, including appropriate calculations and supporting documentation, and facilitate the required review and approval process.
• Partner with Accounting Operations and business stakeholders to investigate specific spend items, address financial inquiries, resolve discrepancies, and ensure appropriate accounting and reporting treatment.
• Deliver monthly expense reports and analysis to Canada Segment stakeholders under the shared service model, ensuring completeness, accuracy, timeliness, and consistency of financial information.
• Support project and BAU initiative reporting, working with stakeholders to help ensure expenses are appropriately identified and tagged to projects and initiatives to enable accurate financial reporting.
• Develop a strong understanding of the Canada Segment business, expense profile, and FTE drivers to provide meaningful interpretation of financial results, forecasts, and changes in business activity.
• Apply strong technical knowledge of expense management, accounting principles, relevant policies, and business context to validate and interpret financial information.
• Support various expense management and business initiatives, including tracking cost savings, monitoring FTE movements related to organizational changes, maintaining relevant reporting information, and supporting other evolving business requirements.
• Analyze existing workflows and reporting processes, identify opportunities for improvement, and support the development and implementation of new procedures, automation, and reporting enhancements.
• Partner with Finance and business stakeholders to understand changing business requirements and continuously improve reporting, analysis, and customer support.
• Support the Manager and broader team in delivering high-quality, client-focused service, proactively responding to stakeholder needs and promoting a strong customer-centric approach.
• Exercise sound judgment when managing unexpected issues, ad hoc requests, and competing priorities, ensuring timely resolution and appropriate escalation.
• Proactively communicate significant reporting updates, risks, issues, and delivery challenges to the Manager and relevant stakeholders in a timely manner.
• Play an active role in Canada Segment Reporting initiatives, including projects, process improvements, automation, reporting enhancements, and development of best practices.
• Identify, recommend, and implement opportunities to enhance the efficiency and effectiveness of data management, financial reporting, and analytical processes, including the use of reporting tools and technology.
• Demonstrate ownership of assigned deliverables while escalating complex matters and seeking guidance when appropriate.

Required Qualifications

• Bachelor’s Degree in Accounting, Finance, or a related field; CPA or equivalent professional designation is an asset.
• 5+ years of accounting or finance-related experience, including at least 2 years of experience in financial analysis, management reporting, forecasting, and budgeting.
• Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint.

Preferred Qualifications

• Knowledge of Power BI and Anaplan is an asset.
• Strong written and verbal communication skills, with the ability to clearly communicate financial information, trends, and business insights.
• Strong analytical and problem-solving skills with excellent attention to detail and organization.
• Ability to understand financial trends and business drivers and apply sound judgment in forecasting and analysis.
• Self-starter and collaborative team player with a high level of initiative and strong work ethic.
• Ability to gather, synthesize, analyze, organize, and communicate financial and operational information effectively.
• Ability to manage multiple priorities and deliverables in a demanding, deadline-oriented environment, particularly during month-end, forecast, and planning cycles.
• Demonstrated interest in identifying and implementing process, reporting, and workflow improvements.
• Willingness to learn new technologies and adapt to evolving business and reporting requirements.
• Ability to work independently while recognizing when escalation or additional guidance is required.
• Strong customer-focused mindset with a commitment to accuracy, quality, and timely delivery.
• Flexibility to work overtime or adjusted shifts when required to support critical business and reporting cycles.
• Commitment to professional development and continuous learning.

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.

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