Senior Financial Analyst, FP&A Retail

2 weeks ago

Quezon City, Philippines Manulife Full time

Overview

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

Responsibilities
  • Actively involved with consolidating, analyzing, and synthesizing large amounts 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 & GA Finance Financial Planning and Analysis Retail
  • Prepares Monthly/Quarterly Management Reporting (MMR), Sales Commentaries, Core Earnings Commentaries, Forecasts for Manulife Private Wealth, Annual Planning cycle and others
  • Prepares and maintains templates of report packages, highlights key issues, and actively looks for resolution
  • 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
  • Collaborates with 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 conducts quality checks on the team’s work in certain circumstances
Required Qualifications
  • University graduate in Accounting/Finance; professional accounting designation (CPA) is preferred
  • At least 3 years of experience in a finance role (Financial Reporting, Management Reporting); exposure to Wealth and Asset Management industry is an asset
  • Strong MS Excel and MS PowerPoint skills
  • Good communication and presentation skills; ability to succinctly engage with business partners and team members
  • Good technical accounting skills with an understanding of the business environment and financial reporting structure
  • 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
  • Proactive approach to continuous improvements and a positive “can-do” attitude
Preferred Qualifications
  • Power BI knowledge is a plus
  • Anaplan knowledge is a plus
  • Knowledge of IFRS tools (SmartView-Essbase, Lawson) is an advantage
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.
Job details
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Finance
  • Industries: Financial Services and Technology, Information and Media
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