Senior Financial Analyst, GWAM FP&A COE

Job Description:

The position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting and analysis to different stakeholders of the Global Wealth and Asset Management (GWAM) Finance Financial Planning & Analysis.

Key Responsibilities:

The Senior Financial Analyst (SFA) is passionate about the following key activities:

• Acquiring deep institutional knowledge of GWAM business divisions across the company: Retail (mutual funds), Retirement and Institutional Asset Management by partnering with the other finance teams. 
• Using in-house and industry knowledge to provide research and financial analysis resulting in value insights and recommendations to GWAM partners. This includes supporting the development of new reports, metrics, and analyses that will enable senior executives to make informed decisions on a timely basis.
• Producing thoughtful, relevant management reporting materials for GWAM BUs, Group Finance, Strategy, Investor Relations, the Board of Directors, and external partners, underpinned by a broad understanding of the wealth and asset management industry and competitive landscape.

The SFA will contribute to the following aspects of management reporting and business analysis:

• Actively involved with consolidating, analyzing, and synthesizing large amount of sophisticated financial and non-financial information from numerous suppliers from GWAM BU Finance and Reporting team
• Preparing high-quality monthly and quarterly reports, dashboards and presentations that are presented to the GWAM CFOs and Business Heads, in a timely and organized fashion.
• Demonstrating strong attention to detail, focusing on financial integrity, consolidation, alignment, and consistency in “look and feel” results.
• Supporting the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks.
• Initiating ongoing improvements by exploring, identifying, and implementing reporting, analysis, and process solutions.
• Working collaboratively with partners and team members; building and leveraging relationships by understanding their issues and challenges
• Participates in team cross-training to establish back-up and improvement of processes handled

Qualifications:

• University graduate in Accounting/Finance, professional accounting designation (CPA) is preferred  
• 3-5 years of experience in a finance role, Wealth and Financial Services proven experience preferred
• Hybrid Work Arrangement: Amenability and readiness to work onsite and from home anytime (dependent on business need AND/OR current external environment/situation) and must be willing to work on a mid-shift schedule

Skills to Hire/Nice to Haves:

• 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 and Anaplan knowledge is a plus 
• Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis 
• Knowledge of IFRS tools (SmartView-Essbase, Lawson)  
• 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  
• Experience with writing, analysis and storytelling for effective deck production
• Outstanding analytical skills coupled with a critical thinking mentality
• Proactive approach to continuous improvements and a positive “can-do” attitude 
• Ability to identify and investigate complex issues and recommend actionable solutions 

Let's make every day better together. Learn about our opportunities at JOBS.MANULIFE.COM
 

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. 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 [email protected].

Working Arrangement

Hybrid

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 https://www.manulife.com/en/about/our-story.html.

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. 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 [email protected].

Hybrid