Finance Specialist

General Accountability: 

The role is accountable for the migration of financial processes within Asia territories as part of the Asia Finance Transformation project within Manulife Business Processing Services (“MBPS”) and for the maintenance of trust with our customers.  

Role and Responsibilities: 

Accounting and Reporting 

The job holder will be allocated with Finance processes not limited to: 

• Operations – finance operations transactional in nature but has financial impact (e.g. Invoicing, Credit Card Refund, Daily Matching of Premium) 

• Accounting Operations – responsible in preparing, uploading of Journal Entry to facilitate month-end closing activities. Reconciliation of accounts and balance sheet items for regulatory requirements 

• Reconciliation - performs reconciliation such as Bank Reconciliation, Intercompany Reconciliation and System reconciliation to ensure completeness and correctness of financial information for the month 

• Management Reporting – to support needs of different internal or external parties.  

Quality Analyst/Reviewer 

The job holder will be given processes that will be subject to his/her review on top of his/her daily, monthly production work. It will be part of her responsibility to monitor junior team members work, ensure error-free submission and be accountable for the processes subject to his/her review. 

• Ensure that all processes/deliverables for the day have undergone internal review process prior to BU submission 

• Follow the quality checklist as documented during migration. Ensure that all team members adhere to the signed of process documentation.  

• Assist the leader in providing root cause analysis and action items for incidents encountered during the month.  

Trainer 

The job holder is responsible to train junior team members of the processes already migrated. Ensure complete transfer of knowledge through theoretical training, reverse shadowing, and guide the team members from parallel run to go-live.  

• Serve as the go-to person of the specific location in terms of the knowledge of the processes 

• Create training plan for new joiners 

• Assist the leader in task allocation and ensuring that all members are well trained and efficient enough to handle live production 

• Provide timely feedback on team members for the perusal of the leader 

• Provide coaching and additional training for items that needs further clarification prior to raising to the BU.  

Point-of-Contact 

Reporting directly to Asia Finance Controllers – SSC, Team Leader, the Senior Finance Specialist is primarily accountable for general accounting and reporting through timely and accurate service delivery.  

• Assist the leader and the project team in identifying processes that can be migrated in MBPS. Assess based on migration criteria and provide feedbacks and inputs as necessary.  

• Assist the leader in providing updates in the migration. 

• Serve as the contact person of the project team in getting regular updates, challenges encountered, results monitoring of the parallel run  

• Learn the processes to be migrated and provide timely process documentation following the standard MBPS format as aligned with the Control Tower. 

• Serve as the business unit point of contact for any process issues or task specific queries. 

Automation Champion 

The job holder is responsible in driving automation initiatives on processes handled by his/her assigned Business unit with the goal of improving accuracy and overall cost efficiency of the team. 

• Propose automation for tasks assigned and  

• Support junior members on their automation initiatives. 

• Coordinate with Business Developers on status of automation projects. 

• Lead User Acceptance Testing and report result to Team Leader. 

Qualifications: 

• 5+ years of working experience with progressive responsibility within the Accounting and management reporting field at least 3 of which is with an international organization or Shared Service Center. 

• CPA with university degree in accounting, finance, or financial management. 

• Excellent analytical and problem-solving skills. 

• Ability to work in ambiguous environment and adapt to change while managing time and workload with aggressive timelines. 

• Preferably with process migration background 

• Strong interpersonal skills and ability to work effectively across cultures. Excellent English written and verbal communication skills. 

• Intermediate to Advanced knowledge of Excel (i.e. mastery of excel formulas and pivot tables is a must; VBA is a plus). Proficient in MS Office suite including Outlook, Word, Power Point.

• Willing to work on dayshift and overtime may be required to meet business deadlines. 

This Job Description is intended to describe the general nature and level of the work being performed. It is not intended to be a comprehensive list of all responsibilities, duties and skills required for this role. 

Competencies: 

• Excellent analytical, research and problem-solving skills 

• Comprehensive knowledge in expenses management, payment systems and operations 

• Solid interpersonal skills to interact with, establish relationships with the international business units.  

• Makes decisions in the absence of rules and /or in complex situations 

• Strong time management skills with the ability to be flexible to changing environments.

• Ability to work independently and willing to collaborate with other team members.

Challenges: 

Training junior members of the team on migrated tasks and handling review function to ensure the team’s overall accuracy and timeliness. 

Delivery of financial reports and analyses under tight deadlines. 

Create and continuously develop more effective controls to ensure accuracy of reports and cost efficiency. 

Position Dimensions (Organizational Impact): 

• The Senior Financial Specialist role is primary responsible in driving migration projects through accurate and timely reporting. 

Candidates should be willing to report in Diliman, Quezon City 

Candidates should be willing to report in a morning shift