Financial Specialist

3 weeks ago


Quezon City, Philippines Manulife Financial Full time

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.

Position Responsibilities
  • Operations – finance operations transactional in nature but has financial impact (e.g. Invoicing, Credit Card Refund, Daily Matching of Premium)
  • Accounting Operations – responsible for preparing and uploading Journal Entries to facilitate month-end closing activities. Reconciliation of accounts and balance sheet items for regulatory requirements
  • Reconciliation – performs Bank Reconciliation, Intercompany Reconciliation and System reconciliation to ensure completeness and correctness of financial information for the month
  • Management Reporting – to support the needs of different internal or external parties.
  • 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.
  • 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.
  • 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.
  • Propose automation for tasks assigned
  • 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.
Preferred 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.
  • 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 day shift schedule
  • 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 (mastery of Excel formulas and pivot tables is a must; VBA is a plus). Proficient in MS Office suite including Outlook, Word, PowerPoint.
  • Willing to work on dayshift and overtime may be required to meet business deadlines.
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.
When you join our team
  • We’ll empower you to learn and grow the career you want.
  • We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
  • As part of our global team, we’ll support you in shaping the future you want to see

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商,致力於幫助人們實現「輕鬆投資理財,樂享豐盛人生」。若要進一步了解我們,請瀏覽

宏利是平等機會僱主

在宏利/恒康,我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工,並從而營造包容的工作環境,接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度,我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別(包括懷孕及其相關情況)、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙,為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利/恒康政策儲存及使用。應徵過程中如需協助,請聯絡 。

Working Arrangement

混合式

#J-18808-Ljbffr

  • Quezon City, Philippines Manulife Financial Full time

    Overview We’re looking for a Procurement Senior Specialist to join our Procurement team at MBPS. In this role, you will lead the support by providing strong leadership, subject matter expertise and in‑depth knowledge of the end‑to‑end procurement process including integration points with other teams as well as providing strong functional knowledge...

  • Senior AML Specialist

    2 weeks ago


    Quezon City, Philippines Manulife Financial Full time

    We’re looking for a Senior AML Specialist to join our Integrated Compliance Services team at MBPS. The Global Investigative & Forensic Services team is responsible, in part, for providing objective research on high-net worth individuals and affiliated entities. The GIFS Investigator – High Net Worth Due Diligence position independently plans and executes...

  • Financial Specialist

    3 weeks ago


    Quezon City, Philippines Manulife Insurance Malaysia Full time

    ***Nous utilisons des* *pour fournir des statistiques qui nous aident à vous offrir la meilleure expérience sur note site. Vous y trouverez des renseignements sur les témoins, ou vous pouvez les désactiver si vous préférez. Toutefois, en continuant d’utiliser le site sans modifier les paramètres, vous consentez à notre utilisation de***The role is...


  • Quezon City, National Capital Region, Philippines Manulife Full time ₱900,000 - ₱1,200,000 per year

    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 ReportingThe job holder will be allocated with...


  • Quezon City, National Capital Region, Philippines Manulife Full time

    We're looking for a Senior Financial Specialist to join our Asia Finance Controllers' team at MBPS. In this role, you are expected to be 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...


  • Quezon City, National Capital Region, Philippines HSBC Full time ₱300,000 - ₱600,000 per year

    Some careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...


  • Cebu City, Philippines Gems Global Ventures Corporation Full time

    Overview Gems Global Ventures Corporation is a trusted importer of premium frozen beef, pork, and seafood with over 35 years of experience. We take pride in delivering top-quality products, ensuring customer satisfaction, and maintaining strict food safety standards. Location: Cebu | Type: Full-time, On-site Role Position: Financial Accounting Specialist...


  • Quezon City, Philippines Nezda Technologies, Inc. Full time

    Position: Telesales Specialist (Financial Advisor/Insurance)Work Location: Cubao, Quezon CityWork Arrangement: Full RTO/Onsite | Day shift (Monday to Friday)Employment: Direct Hire | Fixed Term/Project Based Contract - 1 year Qualifications: Bachelor's degree holder With at least 2 years of sales experience preferably from bank or insurance industries...

  • Financial Reporting

    1 week ago


    Quezon City, National Capital Region, Philippines Wimmer Solutions Full time ₱420,000 - ₱540,000 per year

    Job Title: Financial Reporting & Analysis SpecialistLocation: Onsite - SM North Edsa, Tower 1Shift: Monday – Friday, 8:00 AM – 5:00 PM US Time zoneOverviewThe Financial Reporting & Analysis Specialist is responsible for analyzing, auditing, and reporting on company financials with a focus on revenue and margin analysis, forecasting, and KPI-driven...


  • Cebu City, Central Visayas, Philippines Allianz PNB Life Full time ₱900,000 - ₱1,200,000 per year

    Company DescriptionAllianz PNB Life (AZPNB) is among the major life insurers in the Philippines, having begun operations in 2016. AZPNB is the country's fastest-growing life insurance company in terms of premium income and a leading provider of Variable Life products. Headquartered in One Ayala, Makati City, AZPNB operates 11 business centers nationwide and...