Head of FP&A, GWAM

The Opportunity

The Vice President Financial Planning & Analysis and Expenses is a trusted strategic advisor to the Global Wealth and Asset Management (GWAM) leadership team. The role is accountable for financial planning forecasting management reporting expense leadership and performance insight that enables informed forwardlooking decisionmaking across the business.

The VP owns the articulation of the global financial story for GWAMtranslating complex financial and operational results into clear narratives for executive leadership investors and external stakeholders. The role also provides financial leadership for strategic investments and largescale transformation initiatives while defining and delivering a modern digitally enabled FP&A operating model.

As a member of the GWAM Finance Leadership Team the VP leads a global FP&A organization and partners closely with Business Unit Finance Strategy Investor Relations Treasury Group Finance and senior executives across the enterprise.

Position Responsibilities:

Financial Leadership & Business Partnership

• Provide highquality forwardlooking financial analysis and insight to articulate the consolidated GWAM and business unit performance story.
• Act as a trusted financial advisor to the GWAM CFO Global WAM leadership business unit finance heads Strategy Investor Relations Treasury and Group Finance.
• Serve as FP&A and Expense subject matter expert for GWAM across enterprisewide strategic initiatives offering businessspecific perspectives and recommendations.
• Support Global WAM and Corporate Strategy teams by researching validating and synthesizing complex financial and nonfinancial data to inform strategic decisions.

Planning Forecasting & Performance Management

• Lead the endtoend annual planning forecast and longrange planning processes across Global WAM establishing clear guidance governance timelines and deliverables.
• Drive forwardlooking driverbased planning including scenario and sensitivity analysis to inform capital allocation investment decisions and strategic priorities.
• Oversee ongoing performance management through robust financial and nonfinancial KPIs proactively identifying risks opportunities and actions to support delivery of business objectives.
• Establish consistent methodologies assumptions and standards across planning forecasting and reporting activities globally.

Management & External Reporting

• Own the delivery of timely accurate monthly management reporting including preparation of materials for the Global WAM CFO Group Finance GWAM Leadership Team and Executive Leadership Team.
• Establish and lead clear consistent financial messaging and narratives for quarterly and annual internal and external disclosures including reports to shareholders earnings releases analyst materials and executive presentations.

Expense Management & Operational Excellence

• Provide executive leadership over expense management productivity and resource allocation ensuring cost discipline is aligned with strategic priorities growth objectives and value creation.
• Partner with business and finance leaders to identify efficiency opportunities track productivity outcomes and support tradeoff decisions across investments and operating costs.
• Enhance transparency and accountability for expenses and headcount through clear governance metrics and analytical insight.
• Develop and execute a strategy to standardize streamline automate and digitize FP&A and expense management processes driving efficiency and scalability.
• Establish and enhance best practices in financial governance policies processes and controls.

Strategic Initiatives & Transformation

• Act as the financial lead for largescale business and finance transformation initiatives.
• Provide thought leadership to continuously evolve the FP&A function toward bestinclass capabilities aligned with a digital and customercentric organization.

Leadership & People Development

• Lead develop and inspire a highperforming global FP&A team fostering strong engagement collaboration innovation and professional growth.
• Effectively manage and influence teams across a complex matrixed environment through strong relationships credibility and inclusive leadership.
• Balance competing priorities and stakeholder expectations while maintaining high standards for quality timeliness and impact.
• Role model organizational values and leadership behaviors cultivating a culture of accountability continuous improvement and excellence.
• Partner closely with Investor Relations Group Finance Reporting Treasury and Communications to coordinate requirements deliverables and messaging related to GWAM performance.

Qualifications:

• Approximately 15 years of progressive experience in senior finance roles preferably within wealth and asset management or related financial services.
• Deep understanding of global wealth and asset management markets products competitors and economic drivers.
• Strong business acumen with the ability to synthesize complex information and articulate clear strategic insights to executive audiences.
• Proven change leader with demonstrated success driving transformation process improvement and advanced FP&A capabilities.
• Exceptional written verbal and presentation skills with the ability to tailor messaging for senior executives investors analysts and nontechnical audiences.
• Highly developed influencing negotiation and stakeholdermanagement skills in a global matrixed environment.
• CA CPA or equivalent professional accounting designation required; MBA CFA or similar advanced designation considered 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.

This posting supports an ongoing hiring initiative for existing and/or future vacancies.

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 .

Salary & Benefits

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.

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