Financial Senior Specialist

Overview

Manulife Quezon City, National Capital Region, Philippines

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

• The job holder is responsible to learn, coordinate and work closely with business unit in migrating accounting and finance processes which includes process documentation – creating comprehensive step-by-step procedure of each processes learned.
• Assist the leader and the project team in identifying processes that can be migrated in MBPS. Assess based on migration criteria and provide feedback 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.
• 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 in case of task re-allocation.
• 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.
• 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 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 the preparer adhere to the signed of process documentation.
• Assist the leader in providing root cause analysis and action items for incidents encountered during the month.
• 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.
• 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.

• Bachelor’s degree in accounting or finance or any related field; CPA preferred.
• Minimum of 5 years of related work experience with progressive responsibility within 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.
• Excellent analytical and problem-solving skills.
• Ability to work in an ambiguous environment and adapt to change while managing time and workload with aggressive timelines.
• Preferably with process migration background
• Extensive experience in account analysis and reconciliation
• 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.
• Strong interpersonal and English (written and verbal) communication skills.
• Ability to work independently, self-motivated, resourceful, and a team-player.

Hybrid