Manager, GWAM FP&A Transformation & Reporting

The Global Wealth & Asset Management (GWAM) FP&A team delivers accurate timely and relevant reporting and analysis to stakeholders across business units Group Finance Investor Relations and senior leadership. The team is also advancing a modernization agenda upgrading and centralizing its delivery model and driving process improvements through new tools and capabilities (e.g. Anaplan Power BI data platforms).

The Manager GWAM FP&A Transformation & Reporting will lead GWAM FP&As internal transformation efforts (focused on enablement through Anaplan and related analytics tools and helping teams planning/forecasting/reporting processes) while also providing hands-on support for BAU management reporting and insights.

Position Responsibilities:

A) FP&A Transformation Leadership (Anaplan / Reporting Enablement)

• Lead GWAM FP&As transformation workstream for planning forecasting and management reporting improvementsassessing current state processes identifying gaps and defining future-state improvements enabled by tools such as Anaplan and Power BI.

• Act as a liaison between GWAM FP&A business users and development partners (e.g. Anaplan/Power BI COEs) ensuring requirements are understood prioritized and translated into build-ready artifacts.

• Elicit and document business and data requirements; prioritize them based on urgency/complexity and align to delivery timelines.

• Produce clear design documentation such as:

  • user experience mockups / report wireframes

  • calculation logic and assumptions

  • data/process flow diagrams and controls

  • testing scenarios and acceptance criteria

• Coordinate testing (initial capability testing and UAT) manage defect triage and support release readiness and cutover activities.

• Facilitate go-live and stabilization including initial user support and quick-turn fixes during the hypercare period.

• Deliver training and enablement for end-users and BAU superusers and provide guidance to administrators on ongoing maintenance/administrative tasks.

• Identify and implement opportunities to standardize and streamline processes improve data quality reduce manual steps and strengthen governance/control points.

B) BAU Management Reporting Insights & Executive Storytelling

• Produce and/or oversee high-quality monthly/quarterly reporting dashboards and presentations for BU and senior leadershipensuring timeliness accuracy and strong storyline.

• Consolidate analyze and synthesize complex financial and non-financial information across multiple sources and stakeholders.

• Provide value-add insights trends and recommendations including supporting development of new metrics KPIs and decision-support analyses.

• Contribute financial proof points to strategy and business-led discussions ensuring outputs are underpinned by integrity alignment and consistency in look/feel.

• Backfill/reporting support during vacations and peak periods handling ad-hoc requests and urgent deliverables while maintaining quality and controls.

C) Stakeholder Leadership & Continuous Improvement

• Build strong relationships with FP&A partners BU finance teams and cross-functional stakeholders by understanding needs constraints and business priorities.

• Serve as a GWAM FP&A point person/SME for selected initiatives; coach teammates through new processes tools and reporting standards.

• Lead ongoing improvementsexploring and implementing solutions to enhance reporting analysis and process efficiency.

Key Success Measures (What Good Looks Like in 12 Months)

• Delivered prioritized Anaplan/Power BI enhancements for GWAM FP&A with clear requirements strong adoption and reduced manual reporting effort.

• Improved process efficiency and consistency (standardized templates clearer KPI definitions stronger governance).

• Maintained (or improved) BAU reporting quality and timeliness including smooth coverage through vacations/peaks.

Required Qualifications:

• Undergraduate degree in Accounting/Finance (or related discipline such as finance business management statistics).

• 68 years of progressive experience in FP&A / finance (wealth & asset management exposure is an asset).

• Demonstrated ability to analyze and improve end-to-end processes translate business needs into clear requirements and deliver practical solutions in partnership with technical teams.

• Strong analytical skills critical thinking and attention to detail; ability to manage multiple priorities under tight timelines.

• Advanced Excel and PowerPoint skills; experience with executive-level deck production and succinct communication.

• Strong stakeholder management skills customer focus and a track record of delivering quality outcomes.

Preferred Qualifications:

• Professional accounting designation (CPA/CMA/CGA/CA) preferred.

• Experience with Anaplan and/or Power BI (plus Alteryx or related automation/analytics tools).

• Experience developing/validating financial models and identifying risks/opportunities.

• Familiarity with financial systems (e.g. Essbase/ledger tools) is an asset.

When you join our team:

• Well empower you to learn and grow the career you want

• Well recognize and support you in a flexible environment where well-being and inclusion are more than just words

• As part of our global team well support you in shaping the future you want to see

The role being advertised is an existing vacancy.

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 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 .

Referenced Salary Location

Salary range is expected to be between

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions geography and relevant job-related factors such as knowledge skills qualifications experience and education/training. If you are applying for this role outside of the primary location please contact for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits including health dental mental health vision short- and long-term disability life and AD&D insurance coverage adoption/surrogacy and wellness benefits and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays vacation personal and sick days and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S. please contact for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies such as artificial intelligence (AI) and automated processing tools to analyze and process the information you provide to us or third parties in the application process. For more information please refer to our personal information collection statement.