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Financial Analyst, Financial Planning & Analysis

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Manulife

2mo ago

  • Job
    Full-time
    Junior & Mid Level
  • Accounting & Tax
  • Quezon City
  • Quick Apply

AI generated summary

  • You must have a finance degree, CPA preferred, 2-4 years experience, strong Excel/PowerPoint skills, attention to detail, and good communication. Power BI and IFRS knowledge is a plus.
  • You will analyze financial data, prepare reports and presentations, improve reporting processes, support planning, and collaborate with stakeholders for efficient operations.

Requirements

  • University graduate in Accounting/Finance, professional accounting designation (CPA) is preferred
  • 2 to 4 years of experience in a finance role, Wealth and Asset Management industry experience an asset
  • Power BI knowledge a plus
  • Strong Excel and PowerPoint skills
  • Knowledge of IFRS tools (Smaer-Essbase, Lawson)
  • Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis
  • 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” attitude
  • Ability to identify and investigate complex issues and recommend actionable solutions
  • Good communication skills; ability to succinctly engage with business partners and team members
  • The candidate must be willing to report on a morning shift 9:00 - 6:00pm, and may vary as needed by the business
  • The candidate must be willing to report in Diliman, Quezon City

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 & GA Finance - Financial Planning and Analysis Group
  • Prepares Monthly/Quarterly Management Decks, Report commentaries, Key Metrics, Value of Flows and others
  • Prepares and maintains templates of report packages, highlight key issues, and actively look for resolution
  • Look for improvements in the 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 Hong Kong business unit, Global Stakeholders and 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

FAQs

What is the main responsibility of the Financial Analyst in this position?

The Financial Analyst is accountable for providing accurate, timely, and relevant financial data production, reporting, analysis, planning, and forecasting to stakeholders of the GWAM & GA Finance Financial Planning & Analysis – Asia team.

What qualifications are required for this role?

The candidate should be a university graduate in Accounting/Finance, preferably with a professional accounting designation (CPA). Additionally, 2 to 4 years of experience in a finance role, especially in the Wealth and Asset Management industry, is preferred.

Is knowledge of Power BI necessary for this position?

While having knowledge of Power BI is a plus, it is not explicitly required for the position.

What are the preferred technical skills for this role?

Strong Excel and PowerPoint skills are essential, along with knowledge of IFRS tools such as Smart-Essbase and Lawson.

What is the work schedule for this position?

The candidate must be willing to work a morning shift from 9:00 am to 6:00 pm, with variations as needed by the business.

Where is the job location for this role?

The candidate must be willing to report in Diliman, Quezon City.

Are there opportunities for process improvements in this role?

Yes, the Financial Analyst is expected to look for improvements in reporting processes and deliverables to enhance consistency and efficiency.

How important is communication in this role?

Good communication skills are essential, as the analyst must engage succinctly with business partners and team members.

What attributes are desirable for candidates applying for this position?

The ideal candidate should have strong attention to detail, the ability to thrive in a fast-paced and collaborative environment, a proactive approach to continuous improvements, and a positive attitude.

Does Manulife offer equal employment opportunities?

Yes, Manulife is an Equal Opportunity Employer and is committed to creating a diverse and inclusive work environment.

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Manulife

Finance
Industry
10,001+
Employees

Mission & Purpose

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration.