Senior Financial Analyst, FP&A Wealth
Manila - Philippines
Job Summary
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 teams 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:
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.
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 .
Working Arrangement
Required Experience:
Senior IC
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.