Senior FP&A Analyst, Global Wealth & Asset Management

Manulife; Philippines; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

Manulife in the Philippines is seeking a Senior Financial Analyst to consolidate, analyze, and report financial data for Global Wealth and Asset Management (GWAM) FP&A. You will produce monthly, quarterly, and annual dashboards and presentations, support planning, and collaborate with North America stakeholders, MBPS FP&A, and cross-functional teams.

The role requires a graduate in Accounting/Finance, with 4+ years in finance and proficiency in Excel/PowerPoint; CPA preferred and experience with

Qualifications

• University graduate in Accounting/Finance with CPA preferred.
• At least 4 years in a finance role, Wealth and Asset Management experience is a plus.
• Strong MS Excel and MS PowerPoint skills; ability to present to stakeholders.

Responsibilities

• Consolidate, analyze, and synthesize large financial/non-financial data from stakeholders.
• Prepare high-quality monthly and quarterly reports, dashboards, and presentations for GWAM FP&A stakeholders.
• Produce Monthly/Quarterly Management Decks and Canada Wealth reports; support planning and forecasting.
• Maintain report templates, highlight issues, and drive issue resolution.
• Improve reporting processes for consistency and efficiency in month-end/quarter-end cycles.
• Assist in annual consolidated planning; analyze trends, projections, metrics, and decks.
• Explore and implement new reporting/analysis solutions; train team and ensure quality checks.
• Collaborate with North America Wealth unit and MBPS FP&A teammates on reporting/ planning processes.

Skills

Excel

PowerPoint

Communication skills

Presentation skills

Financial analysis

Attention to detail

Education

Accounting/Finance degree

CPA preferred

Tools

Power BI

Power Apps

Anaplan

SmartView-Essbase

Lawson

Job description

Manulife in the Philippines is seeking a Senior Financial Analyst to consolidate, analyze, and report financial data for Global Wealth and Asset Management (GWAM) FP&A. You will produce monthly, quarterly, and annual dashboards and presentations, support planning, and collaborate with North America stakeholders, MBPS FP&A, and cross-functional teams.

The role requires a graduate in Accounting/Finance, with 4+ years in finance and proficiency in Excel/PowerPoint; CPA preferred and experience with