Senior Financial Strategist

5 days ago


Quezon City, National Capital Region, Philippines Manulife Full time

Job Summary

The Senior Financial Strategist will provide accurate, timely, and relevant financial data production, reporting, analysis, planning, and forecasting to different stakeholders of the Global Wealth and Asset Management & General Account (GWAM & GA) Finance Financial Planning & Analysis – Asia team.

Key Responsibilities:

  1. Actively involved with consolidating, analyzing, and synthesizing large amounts of financial and non-financial information from various stakeholders to support business decision-making.
  2. 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 Group.
  3. Develops and maintains templates of report packages, highlights key issues, and actively looks for resolution.
  4. Looks for improvements in the reporting processes and deliverables to create consistency and efficiency during month-end and quarter-end cycles.
  5. Supports the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics, and preparation of presentation decks.
  6. Initiates improvements by exploring, identifying, and implementing reporting, analysis, and process solutions.
  7. Works closely with the Hong Kong business unit, Global Stakeholders, and teammates to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed.
  8. Participates in team cross-training to establish back-up and improvement of processes handled.


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