Senior Financial Analyst, FP&A Expense Retail
John Hancock Manulife
Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see — and discover that better can take you anywhere you want to go.
JOB DESCRIPTION
Global Wealth and Asset Management (GWAM) Financial Planning & Analysis team is recruiting a highly motivated Senior Finance Analyst (SFA) to be part of their GWAM Expense Advisory Team. The incumbent will contribute to financial reporting, budgeting and forecasting for GWAM – Retail clients and support the continuous evolution and delivery of the expense advisory team.
Key Responsibilities:
Assist with the annual expense planning cycle and build presentations for the GWAM Retail stakeholders.
Support the monthly forecasting cycle by updating templates and collaborating with clients to gather expense and FTE feedback. Also understand trends and use appropriate judgement to build forecasts.
Prepare month end analysis and commentary on variances, trends and key metrics.
Update Power BI dashboards and distribute results to clients.
Work with Accounting Operations team to investigate specific spend items and to finalize journal entries with appropriate supporting documentation for approval.
Support project and BAU initiative reporting by working with clients to ensure spend has been tagged to projects appropriately.
Assist with ongoing analysis of workflow processes and establishment of new procedures
Assist with various expense management initiatives as they arise (i.e. tracking cost savings, FTE movement for organizational changes, etc.).
Ensure the delivery of excellent customer service through proactively promoting client centricity. Effectively communicate significant production updates and challenges to the Manager in a timely manner.
Shares best practices with other team members and makes recommendations for process improvements.
Assists directors, managers and other team members on various projects and analyses.
Qualifications:
Bachelor’s Degree in Accounting or Finance, professional accounting designation (CPA) is preferred
At least 3 to 4 years of experience in a financial role
Highly developed written and oral communication skills; ability to communicate with onshore partners, cost center leads and stakeholders
Solid analytical and technical capability - ability to assimilate/summarize a large amount of information from multiple sources and present in a value-added form for senior management
Proficiency with Microsoft Office (Excel, PowerPoint, PowerBI) and ability to learn new applications quickly
Anaplan, Essbase and Lawson knowledge (or other complex GL package) would be an asset
Demonstrates emerging ability to draft managerial reporting narratives
Demonstrates ability to work effectively in diverse environments and cultures
Proven ability to thrive in a fast pace, high-performing, and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests
Must be willing to work on a mid-shift schedule
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.
This job description is not a comprehensive listing of all job duties required for this role. We reserve the right to change these duties or assign additional duties at any time with or without notice
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 https://www.manulife.com/en/about/our-story.html.
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 recruitment@manulife.com.
Working Arrangement