Background
Manulife’s Wealth and Asset Management (WAM) businesses operate across our global footprint in the US, Canada and Asia. They include our Retail (Manulife Investments, John Hancock Investments, and Asian mutual fund businesses), Retirement (Retirement Plan Services, Group Retirement Solutions, and Asian pension businesses), and Institutional (Manulife Asset Management) businesses. One of Manulife’s key strategic themes is to build and integrate its global wealth and asset management businesses. Manulife’s Investment Division has two major businesses – management of the General Fund investments and Manulife Asset Management (MAM), a leading global third party asset management business. The invested assets are comprised of a broad range of investments including public and private bonds, public and private equities, mortgages, real estate, power and infrastructure, oil and gas, timberland and farmland properties.
Summary
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 (GWAM) Finance Financial Planning & Analysis. Will locally report to MBPS FP&A Team Manager and provide support to Stakeholders located in North America.
Job Description
Role and Responsibilities:
Actively involved with 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, Canada Wealth Sales Report, Canada Wealth Earnings reports, bridges, forecast and planning.
Leads the forecasting activities of Canada Wealth business unit.
Prepares and maintains templates of report packages, highlight key issues, and actively look for resolution
Improves and re-engineers reporting processes and deliverables to create consistency and efficiency during month-end and quarter-end cycles
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 Wealth business unit, 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
Trains new resources within the team and in conducting quality checks on the team’s work in certain circumstances
Qualifications
Knowledge/Skills/Competencies/Education:
University graduate in Accounting/Finance, professional accounting designation (CPA) is preferred
At least 4 years of experience in a finance role, Wealth and Asset Management industry experience an asset
Experience in participating or spearheading in automating processes is a plus
Strong MS Excel and MS PowerPoint skills
Good communication and presentation skills; ability to succinctly engage with business partners and team members
Power BI knowledge, Power Apps and Anaplan knowledge are advantage skills
Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis
Knowledge of IFRS tools (SmartView-Essbase, Lawson)
Knows how to navigate advance Finance tools like Anaplan and Power BI
Strong attention to detail
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”…