Senior Financial Analyst, FP&A Wealth

Manulife; Quezon City; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

Manulife Philippines is seeking a Finance FP&A professional to deliver accurate monthly, quarterly, and annual financial data production, reporting, analysis, planning and forecasting for GWAM. You’ll consolidate large data sets from multiple stakeholders and present clear insights to North America partners.

You will own dashboards and management decks, drive process improvements, and support annual planning with trend analyses and model projections using Power BI, Power Apps and Anaplan.

Qualifications

• University graduate in Accounting/Finance
• CPA designation preferred
• 4+ years in a finance role
• Strong MS Excel and MS PowerPoint skills
• Power BI, Power Apps and Anaplan knowledge are advantage skills
• Solid technical accounting skills and financial reporting understanding

Responsibilities

• Consolidate, analyze, and synthesize large amounts of financial and non-financial information from multiple stakeholders
• Prepare monthly and quarterly reports, dashboards and presentations for GWAM Finance FP&A stakeholders
• Create and maintain Monthly/Quarterly Management Decks, Canada Wealth reports, bridges, forecast and planning
• Maintain report package templates, highlight issues and pursue resolutions
• Improve reporting processes to create consistency and efficiency during month-end and quarter-end cycles
• Support annual consolidated planning with trend analysis, model projections, and presentations
• Identify and implement reporting, analysis, and process improvements
• Collaborate with North America Wealth unit and MBPS FP&A teammates to ensure smooth reporting
• Participate in cross-training to build backup and process improvements
• Train new team members and conduct quality checks

Skills

MS Excel

MS PowerPoint

Power BI

Power Apps

Anaplan

Communication skills

Education

Accounting/Finance degree

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.

Position 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.
• 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

Required Qualifications

• 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

Preferred Qualifications:

• 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

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.