Financial Analyst

Job Posting Description

This role is within the Finance function of Manulife Investment Management, the global brand for the global wealth and asset management segment of Manulife Financial Corporation that operate across US, Canada, Europe and Asia. Our mission is to make decisions easier and lives better by empowering investors for a better tomorrow. Manulife Investment Management serves more than 17 million individuals, institutions, and retirement plan members by offering investment solutions across equities, fixed income, multi-asset, and private markets investments through mutual funds, ETFs, separately managed accounts, and other vehicles.

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 & General Account (GWAM & GA) Finance Financial Planning & Analysis. Will locally report to MBPS FP&A Team Leader and provide support to stakeholders located in Asia and North America.

Position Responsibilities:

• Actively involve in consolidating, analyzing, and synthesizing large amount 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 Finance - Financial Planning and Analysis
• Prepares Monthly/Quarterly Management Decks, Sales Report, Quarterly Forecasts from different business segments and others
• Prepares and maintains templates of report packages, highlight key issues, and participate on issue resolution
• 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 or Asia business units, Stakeholders and MBPS FP&A 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

Required qualifications:

• University graduate in Accounting/Finance, professional accounting designation (CPA) is an advantage
• At least 2 years of experience in a finance role; Wealth and Asset Management industry experience is an asset
• Intermediate to Advanced knowledge of Excel and Powerpoint (i.e. knowledge and application of excel formulas, pivot tables and creating of charts and tables is required);
• Effective verbal and written communication skills; ability to succinctly engage with business partners and team members
• Solid technical accounting skills with strong understanding of the business environment and financial reporting structure to provide value-added analysis and insights to management
• Knowledge of general ledger reporting tools and systems
• Strong attention to detail
• Experience in developing of Power BI dashboard and knowledge of Anaplan is a plus
• 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

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.