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Senior Financial Analyst, GWAM FP&A COE

Job Description:

The position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting and analysis to different stakeholders of the Global Wealth and Asset Management (GWAM) Finance Financial Planning & Analysis.

Key Responsibilities:

The Senior Financial Analyst (SFA) is passionate about the following key activities:

  • Acquiring deep institutional knowledge of GWAM business divisions across the company: Retail (mutual funds), Retirement and Institutional Asset Management by partnering with the other finance teams. 
  • Using in-house and industry knowledge to provide research and financial analysis resulting in value insights and recommendations to GWAM partners. This includes supporting the development of new reports, metrics, and analyses that will enable senior executives to make informed decisions on a timely basis.
  • Producing thoughtful, relevant management reporting materials for GWAM BUs, Group Finance, Strategy, Investor Relations, the Board of Directors, and external partners, underpinned by a broad understanding of the wealth and asset management industry and competitive landscape.

The SFA will contribute to the following aspects of management reporting and business analysis:

  • Actively involved with consolidating, analyzing, and synthesizing large amount of sophisticated financial and non-financial information from numerous suppliers from GWAM BU Finance and Reporting team
  • Preparing high-quality monthly and quarterly reports, dashboards and presentations that are presented to the GWAM CFOs and Business Heads, in a timely and organized fashion.
  • Demonstrating strong attention to detail, focusing on financial integrity, consolidation, alignment, and consistency in “look and feel” results.
  • Supporting the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks.
  • Initiating ongoing improvements by exploring, identifying, and implementing reporting, analysis, and process solutions.
  • Working collaboratively with partners and team members; building and leveraging relationships by understanding their issues and challenges
  • Participates in team cross-training to establish back-up and improvement of processes handled

Qualifications:

  • University graduate in Accounting/Finance, professional accounting designation (CPA) is preferred  
  • 3-5 years of experience in a finance role, Wealth and Financial Services proven experience preferred
  • Hybrid Work Arrangement: Amenability and readiness to work onsite and from home anytime (dependent on business need AND/OR current external environment/situation) and must be willing to work on a mid-shift schedule

Skills to Hire/Nice to Haves:

  • 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 and Anaplan knowledge is a plus 
  • 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)  
  • 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  
  • Experience with writing, analysis and storytelling for effective deck production
  • Outstanding analytical skills coupled with a critical thinking mentality
  • Proactive approach to continuous improvements and a positive “can-do” attitude 
  • Ability to identify and investigate complex issues and recommend actionable solutions 

Let's make every day better together. Learn about our opportunities at JOBS.MANULIFE.COM

 

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

Hybrid

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

Hybrid
What You Should Know About Senior Financial Analyst, GWAM FP&A COE, Manulife

Are you ready to take the next step in your career as a Senior Financial Analyst at Manulife? Located in Quezon City, this exciting opportunity invites you to dive deep into the world of finance within the Global Wealth and Asset Management (GWAM) sector. As a Senior Financial Analyst, you will be the crucial bridge between the finance and business units, providing timely and relevant financial data and insights to help guide vital business decisions. Your role will involve producing insightful management reports and analyses for a variety of stakeholders, including senior executives and external partners. You'll leverage your strong analytical skills to interpret complex financial information and make data-driven decisions. A key aspect of the position is your ability to synthesize large amounts of data, ensuring alignment and consistency in reporting. Collaboration is at the heart of this role, so your ability to build strong relationships with finance teams and business units will be essential. You'll also support the annual planning process, contributing to trend assessments and developing innovative reporting solutions. To thrive in this fast-paced environment, we seek candidates with a solid finance background, ideally with experience in the wealth and financial services sectors. Bring your passion for financial excellence and strong MS Excel skills, and join us in making every day better for our customers and partners!

Frequently Asked Questions (FAQs) for Senior Financial Analyst, GWAM FP&A COE Role at Manulife
What are the responsibilities of a Senior Financial Analyst at Manulife?

As a Senior Financial Analyst at Manulife, you will be responsible for producing accurate monthly, quarterly, and annual financial reports, while providing insightful analysis to support decision-making across the Global Wealth and Asset Management (GWAM) divisions. Your key responsibilities include partnering with various finance teams to acquire institutional knowledge, developing new reports and metrics, and preparing high-quality presentations for senior management and external partners.

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What qualifications do I need to apply for the Senior Financial Analyst position at Manulife?

To qualify for the Senior Financial Analyst position at Manulife, you should hold a university degree in Accounting or Finance, ideally complemented by a professional accounting designation such as CPA. Additionally, having 3-5 years of experience in a finance role, particularly within the Wealth and Financial Services sector, will set you apart as a strong candidate.

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What skills are essential for a Senior Financial Analyst role at Manulife?

Key skills for a Senior Financial Analyst at Manulife include exceptional analytical and critical thinking capabilities, strong attention to detail, and proficiency in MS Excel and PowerPoint. It’s also beneficial to have experience with financial reporting tools and a proactive mindset for process improvement to thrive in this collaborative environment.

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Is experience in wealth management necessary for the Senior Financial Analyst role at Manulife?

While not strictly necessary, experience in wealth management or financial services is highly preferred for the Senior Financial Analyst role at Manulife. This expertise enhances your ability to provide relevant financial insights and recommendations, supporting the diverse needs of GWAM partners.

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What can I expect from the work culture as a Senior Financial Analyst at Manulife?

At Manulife, you can expect a supportive and inclusive work culture that values diversity and collaboration. As a Senior Financial Analyst, you’ll work in a hybrid environment, allowing flexibility while engaging in a dynamic team setting that encourages continuous improvement and professional growth.

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Common Interview Questions for Senior Financial Analyst, GWAM FP&A COE
Can you explain your experience in financial analysis and how it relates to the role of Senior Financial Analyst?

In answering this question, highlight your previous roles, detailing specific financial analysis tasks you've performed, and how they prepared you for the Senior Financial Analyst position. Use examples to demonstrate your analytical skills and relate them to the responsibilities at Manulife.

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How do you prioritize competing financial analysis tasks?

To effectively answer this, describe your time management strategies and how you assess the urgency and importance of tasks. Provide an anecdote demonstrating your ability to handle multiple priorities efficiently, ideally in a fast-paced finance environment.

Join Rise to see the full answer
What tools and software have you used in your previous financial analysis positions?

Discuss your proficiency with relevant financial tools, such as MS Excel, Power BI, or other industry-standard software. Give specific examples of how you utilized these tools to enhance your financial reporting and analysis.

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Can you provide an example of a time you identified a significant financial trend? How did you report and act on it?

Highlight a specific instance where you noticed a noteworthy financial trend during analysis. Include how you communicated your findings to stakeholders and the actions taken as a result, demonstrating your ability to contribute to decision-making.

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How would you approach creating a financial report for a stakeholder with little financial background?

Explain your strategy for simplifying complex financial concepts and data. Discuss how you'd present this information in a clear manner, using visuals or summaries to ensure understanding and engagement from the non-financial audience.

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What strategies do you employ to ensure accuracy in your financial reports?

Outline your process for validating data, reviewing calculations, and applying checklists prior to finalizing reports. Highlight the importance of attention to detail and an organized approach when preparing financial documents.

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Describe a time when you had to collaborate with a difficult team member. How did you handle it?

Provide a situation where your collaboration skills were tested. Focus on how you communicated effectively, found common ground, and built a productive partnership despite challenges, showcasing your interpersonal skills.

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What do you consider the most important metric to analyze in wealth management?

Discuss the key financial metrics you believe are critical in wealth management, such as ROI, asset allocation, or client retention rates. Explain why they matter and your experience analyzing them in previous roles.

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How do you stay updated on the latest trends and regulations in the finance industry?

Mention the resources or publications you follow, such as industry reports, financial news, and webinars. Additionally, emphasize your commitment to lifelong learning and how this knowledge informs your work as a Senior Financial Analyst.

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Why do you want to work as a Senior Financial Analyst at Manulife?

Convey your enthusiasm for the role and the company's values. Share how your skills and experiences align with Manulife’s mission and how you see yourself contributing to their success in the Global Wealth and Asset Management sector.

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Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Transparent & Candid
Growth & Learning
Fast-Paced
Collaboration over Competition
Take Risks
Friends Outside of Work
Passion for Exploration
Customer-Centric
Reward & Recognition
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Flex-Friendly
Some Meals Provided
Snacks
Social Gatherings
Pet Friendly
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Decisions made easier. Lives made better. We are on a transformational journey. We want to remove complexity from the financial services industry, to make people’s lives better by helping to make their decisions easier. Being part of this transfo...

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Full-time, hybrid
DATE POSTED
April 22, 2025

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