Senior Financial Analyst - Financial Planning & Analysis (GWAM Finance)
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.
Working Arrangement
Hybrid
Job Description
The opportunity
Role and Responsibilities:
- Actively involve in 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, WAM MIS Report, Quarterly Forecasts from different business segments and others.
- Prepares and maintains templates of report packages, highlight key issues, and actively look for resolution.
- Presents plan and forecast reports that provides variance analysis and key insights to CFOs.
- Reviews work of junior team members ensuring quality of reports are being submitted to stakeholders.
- 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 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 guides junior team members in asking right questions and provides suggested answers/solutions.
What we are looking for
- University graduate in Accounting/Finance, professional accounting designation (CPA) is an advantage.
- 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.
- Intermediate to Advanced knowledge of Excel and Powerpoint (i.e. knowledge and application of excel formulas, pivot tables and creating of charts and tables are required).
- Strong verbal and written communication skills; ability to succinctly engage with senior management and team members.
- Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis.
- Knowledge of general ledger reporting tools and systems.
- Strong attention to detail; ability to present actionable insights to senior management to make better and effective decisions.
- Experience in developing Power BI dashboards, Power Apps and Alteryx as well as knowledge of Anaplan are advantageous skills.
- Proven ability to thrive in a fast paced, high-performing and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests under strict timelines.
- Proactive approach to continuous improvements and a positive 'can-do' attitude.
- Ability to identify and investigate complex issues and recommend actionable solutions.
What can we offer you?
- A competitive salary and benefits packages.
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
- A focus on growing your career path with us.
- Flexible work policies and strong work-life balance.
- Professional development and leadership opportunities.
Our commitment to you
- Values-first culture: We lead with our Values every day and bring them to life together.
- Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
- Continuous innovation: We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions.
Manulife 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.
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