Financial Analyst, HoF Canada Retirement
John Hancock Manulife
The Financial Analyst will primarily be responsible for Canada Retirement Finance sales compensation analysis and reporting processes, supporting the monthly and quarterly financial modeling process and driving regional projects and initiatives, and coordinating regional efforts on process standardization and documentation.
Position Responsibilities:
- Responsible for monitoring Canada Retirement Finance Processes
- Support in the monthly close for Canada Retirement Finance. The process includes but is not limited to the preparation of Canada Retirement Management Report, Firms and Client Scorecards, Sales Reports and Commentaries, Client Barometer, Accrual Data, and Journal Entries. Maintenance of Databases and Annual Compensation Statement.
- To handle the general update of flows, GIA daily curve, monthly earnings, assets, and deposits
- Prepare input files for Forecast Model
- To help prepare Management Deck submitted to upper management
- To help prepare the MIM flows dashboard
- Run FMI monthly analysis and queries
- To prepare AUM by fund (for Canada Retirement)
- To serve as additional support to Compensation and ARP related tasks
- Maintain control documentation and prepare audit requests related to internal and external audit requirements
- Be an integral part of regional finance initiatives/projects related to accounting and reporting, including ad hoc business requests.
- Promote a culture of standardization and efficiency
Required Qualifications:
- Graduate of Mathematics, Finance or Business course (Commerce, Accounting, Finance, and Banking), professional certification is an advantage but not required
- Prior experience for over 3 years in a Finance role, Group Retirement, Pension, Group Benefits, and Insurance experience would be an advantage.
- Proven ability to thrive in a fast-paced, high-performing, and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests
- Knowledge of databases reporting tools and systems
- Extensive experience with MS Excel including working with Macros and other Excel add-ins, Macro VBA knowledge is nice to have
- Strong interpersonal skills and excellent communication skills both written and verbal
- Proven self-starter with the ability to work independently with less supervision
- Proactive in executing and owning the processes and controls
- Experience in MS Access, SQL data server, and Power BI would be an advantage
- Excels in a team environment interacting with both business and finance colleagues both onshore and offshore
- Experience in working as offsite support to business functions
- Willing to work on a mid-shift schedule with occasional overtime during peak days
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 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