The Global Wealth and Asset Management (WAM) Financial Planning & Analysis (FP&A) team delivers accurate, timely, and relevant reporting and analysis to a variety of stakeholders. The team is focused on the following key activities: 

• Producing thoughtful, relevant global management reporting materials for business units, Group Finance, Investor Relations, the Board of Directors and external stakeholders

• Provision of relevant information related to external reporting for WAM

• Upgrading and centralizing the delivery model, and driving process improvements

• Operating a Planning and Reporting Centre of Expertise (CoE), including thought leadership and the production of planning figures

• Liaising with Transformation and Accounting and Reporting teams

Reporting to Director, Head of FP&A Intermediary the incumbent will be a Finance professional who will take a key role in supporting the fast-growing Intermediary franchise by delivering accurate, timely, and relevant reporting and analysis to support the business and senior management decision making.

Position Responsibilities:

• Acquire deep institutional knowledge of Intermediary (Retail Mutual Funds) and its financials 

• Build, and maintain financial models to support the evolving needs of the business

• Play a lead role in the financial analysis and annual planning for the business, including investigation of trends, model projections, sensitivities, key metrics (e.g. earnings, flows, AUM), preparation of presentation decks, and ad hoc requests as required

• Prepare high-quality monthly and quarterly reports, dashboards and presentations

• Leverage in-depth Essbase / Smart View  and Anaplan knowledge to efficiently produce financial planning and reporting

You will also contribute to the following aspects of management reporting and business analysis: 

• Leadership role in consolidating, analyzing, and synthesizing large amount of complex financial and non-financial information from numerous suppliers from Intermediary Finance and Reporting teams.

• Preparing high-quality monthly and quarterly reports, dashboards and presentations that are presented to the CFO team in a timely and organized fashion.

• Contributing to strategy and business-led discussions by providing financial insights, business trends and understanding of our overall GWAM objectives; providing quantification or “proof points” to support decisions

• Serving as an Intermediary Subject Matter Expert (SME) for various cross-company/BU strategic initiatives and projects; offering Intermediary-specific lenses to issue considerations and resolution;

• Helping to develop an Intermediary talent pool by training and mentoring junior members of the Finance team

• Helping to develop and operationalize best-in-class reporting framework, including financial and non-financial metrics and KPIs to illustrate key levers for differentiation and growth and enable forward-looking decisions

• Demonstrating strong attention to detail, focusing on financial integrity, consolidation, alignment, and consistency in “look and feel” deliverables.

• Leading ongoing improvements by exploring, identifying, and implementing reporting, analysis, and process solutions.

• Working collaboratively with partners and stakeholders; building and leveraging relationships by understanding their issues and challenges

Required Qualifications:

• University degree in Accounting/Finance

• Professional accounting designation (CPA) or Degree specialized in Accounting/Finance preferred.

• 6-8 years of experience in a finance role; Wealth and Asset Management industry experience an asset

• Demonstrated experience developing, reviewing/vetting, working with financial models and analyzing potential risks; exceptional analytical skills coupled with a critical thinking mindset and eye for details

• Strong Excel and PowerPoint skills; Essbase/ledger and Anaplan expertise would be an asset

• 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

• Curious with the ability to identify and investigate complex issues, and recommend actionable solutions

• Experience with writing, analysis and storytelling for effective deck production

• Exceptional analytical skills coupled with a critical thinking mindset

• Advanced executive communication and writing skills; ability to succinctly engage with management and other team members

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

The role being advertised is an existing vacancy.

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 hr@manulife.com.

Referenced Salary Location

Salary range is expected to be between

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact hr@manulife.com for more information about U.S.-specific paid time off provisions.

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