Senior FP&A Analyst, Global Wealth & Asset Mgmt

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

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.