The Manager, Financial Planning & Analysis – US Retirement, is a key member of the Global Retirement FP&A team and has matrixed accountability into the US Retirement Finance team.
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 and US Retirement teams.
Position Responsibilities:
Consolidates, analyzes, and synthesizes large amounts of financial and non-financial information from various partners
Prepares high-quality monthly and quarterly reports, dashboards, and presentations for US Retirement, Global WAM & GA Finance collaborators, and develops narratives for financial decks, forecasts, and annual planning
Manages and coordinates the yearly 5-year planning process, monthly projections, and financial reporting procedures, providing timely and accurate outcomes
Coordinates with US Retirement support teams to identify trends, manage risks, and support key business decisions
Responds to ad hoc financial inquiries and produces profitability analysis for miscellaneous income opportunities and initiatives
Participates in team cross-training, trains new team members, conducts quality checks on the team's work, and proactively seeks business sense improvement
Required Qualifications:
University graduate in Accounting, Actuarial, or Finance or equivalent
Strong ability to interpret financial statements, develop projections, and provide valuable analysis
Strong Microsoft Excel and PowerPoint skills
Good communication and presentation skills; capable of engaging with business partners and team members
Proficient in technical accounting skills, understanding financial reporting structures, and using Accounting System tools (SmartView-Essbase, Lawson)
Attention to detail, process streamlining, and thriving in a fast-paced, high-performing, collaborative environment
Proactive in continuous improvement, identifying complex issues, recommending solutions, and influencing across a matrixed organization
Preferred Qualifications:
Professional designation (CPA/CFA/MBA) is preferred
At least 6 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
Power BI, Anaplan, and Alteryx/other automation tool knowledge is a plus but not required
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
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.
Referenced Salary Location
Toronto, Ontario
Working Arrangement
Hybrid
Salary range is expected to be between
$86,250.00 CAD - $155,250.00 CAD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.
