We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. 

Working Arrangement

Hybrid

Job Description

Background

  "Are you looking for unlimited opportunities to develop and succeed?  With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations."

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 & General Account (GWAM & GA) Finance Financial Planning & Analysis – Retail team.

Job Description

 Role and Responsibilities:

Actively involved with consolidating, analyzing, and synthesizing large amount of financial and non-financial information from various stakeholdersPrepares 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 & GA Finance - Financial Planning and Analysis – US RetailPrepares Monthly Management Reporting (MMR), WAM MIS Report, Desk P&L Report, Commentaries, Forecasts from different business segments, Annual Planning cycle and othersPrepares and maintains templates of report packages, highlight key issues, and actively look for resolutionExamine and clearly communicate the sales trends or results, and deliver a presentation to the US Retail CFO and Business unitsImproves and re-engineers reporting processes and deliverables to create consistency and efficiency during month-end and quarter-end cyclesSupports the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decksInitiates improvements by exploring, identifying, and implementing reporting, analysis, and process solutionsWorks closely with the North America 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 handledTrains 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 preferredAt least 4 years of experience in a finance role, Wealth and Asset Management industry experience an assetExperience in participating or spearheading in automating processes is a plusStrong MS Excel and MS PowerPoint skillsGood communication and presentation skills; ability to succinctly engage with business partners and team membersPower BI knowledge is a plusStrong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysisKnowledge of IFRS tools (SmartView-Essbase, Lawson)Strong attention to detailProven ability to thrive in a fast paced, high-performing and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requestsProactive approach to continuous improvements and a positive “can-do” attitudeAbility to identify and investigate complex issues and recommend actionable solutions

About Manulife 

Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.

Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.

Manulife is committed to supporting a culture of diversity and accessibility across the organization.   It is our priority to remove barriers to provide equal access to employment.  A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

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.