Senior Financial Planning Analyst

Manulife; Quezon City; On-site; PHP 700,000 - 1,000,000; Full time

Job summary

Manulife is seeking a Finance FP&A professional in the GWAM group to deliver accurate monthly, quarterly, and annual financial data, reports, and forecasts. You will consolidate data from multiple stakeholders and produce polished decks for senior partners, including Canada wealth reports and planning documents.

You will report locally to the MBPS FP&A Team Manager and collaborate with North America stakeholders to ensure timely, insightful analysis and continuous process improvements across

Qualifications

• University graduate in Accounting/Finance; CPA preferred.
• At least 4 years in a finance role, Wealth/Asset Management experience a plus.
• Experience with process automation is a plus; strong MS Office and presentation skills.
• Good communication and presentation abilities for business partners and teams.
• Knowledge of Power BI, Power Apps and Anaplan is advantageous.

Responsibilities

• Consolidate, analyze, and synthesize financial information from stakeholders.
• Prepare monthly and quarterly reports, dashboards, and presentations for GWAM FP&A.
• Create Management Decks and planning documents for Canada Wealth reports and forecasting.
• Maintain report templates, highlight issues, and pursue solutions.
• Improve reporting processes for month-end and quarter-end cycles.
• Support annual planning with trend analysis, projections, and decks.
• Identify improvements and implement reporting and process solutions.
• Collaborate with North America Wealth team and MBPS FP&A on reporting and ad hoc requests.
• Participate in cross-training and quality checks; train new team members.

Skills

Communication

Presentation

Stakeholder management

MS Excel

MS PowerPoint

Power BI

Power Apps

Anaplan

Education

Accounting/Finance degree

CPA preferred

Tools

MS Excel

MS PowerPoint

Power BI

Power Apps

Anaplan

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.