Senior Financial Analyst, FP&A Retail

Overview

The position is accountable for providing accurate, timely, and relevant monthly, quarterly, and annual financial data production, reporting, analysis, planning and forecasting to different stakeholders of 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
• Prepare high‑quality monthly and quarterly reports, dashboards and presentations in a timely and organized fashion catered to the needs of the various stakeholders of GlobalWAM & GAFinance Financial Planning and Analysis Retail
• Prepare Monthly/Quarterly Management Reporting (MMR), Sales Commentaries, Core Earnings Commentaries, Forecasts for Manulife Private Wealth, Annual Planning cycle and others
• Prepare and maintain templates of report packages, highlight key issues, and actively look for resolution
• Improve and re‑engineer reporting processes and deliverables to create consistency and efficiency during month‑end and quarter‑end cycles
• Support the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks
• Initiate improvements by exploring, identifying, and implementing reporting, analysis, and process solutions
• Work closely with the North America business unit, Stakeholders and MBPS FP&A
• Team aims to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed
• Participate in team cross‑training to establish back‑up and improvement of processes handled
• Train new resources within the team and conduct 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 are needed to provide value‑added analysis
• 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.

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

Equal Opportunity Employer

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

Working Arrangement

Hybrid

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