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
Are you looking for a supportive and collaborative workplace with great benefits and clear career development You've come to the right place.
Why choose Manulife
- Competitive Salary packages and performance bonuses
- Day 1 HMO + FREE coverage for your dependents (inclusive of same-sex partners)
- Retirement savings benefit
- Rewarding culture that values wellness and well-being
- Performance Bonus
- Global network of industry experts
- Extensive training resources
Job Description:
The
Financial Analyst will primarily be responsible for Canada Retirement Finance compensation, incentive compensation calculation, and sales analysis and reporting processes, supporting the monthly close and driving regional projects and initiatives, and coordinating regional efforts on process standardization and documentation.
Have the skills and knowledge for the job Learn more about the opening below!
Key Responsibilities:
- Responsible for monitoring Canada Retirement Finance Processes
- Support in the monthly close for Canada Retirement Finance. The process includes but is not limited to the preparation of Canada Retirement Management Report, Firms and Client Scorecards, Sales Reports and Commentaries, Client Barometer, Accrual Data, and Journal Entries. Maintenance of Databases and Annual Compensation Statement.
- To handle the general update of flows and daily sales
- To complete and timely delivery of daily, weekly, and monthly sales reports.
- To provide clerical support to Canada Retirement Team
- Prepare database Rep Changes file
- Prepare compensation and bonus calculations for accrual file
- Prepare the Advisor Rewards Program database for quarterly payout
- Perform monthly Advisor Rewards Program calculations
- Prepare/review Canada Retirement Management Report.
- Maintain control documentation and prepare audit requests related to internal and external audit requirements
- Be an integral part of regional finance initiatives/projects related to accounting and reporting, including ad hoc business requests.
- Promote a culture of standardization and efficiency
Qualifications:
- Graduate of any Finance or Business course (Commerce, Accounting, Finance, and Banking), CPA is an advantage but not required
- Prior experience for over 3 years in a Finance role, Group Retirement, Pension, Group Benefits, and Insurance experience would be an advantage.
- 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 with occasional overtime
Minimum Skills To Hire/Must Haves:
- Proven ability to thrive in a fast-paced, high-performing, and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests
- Knowledge of databases reporting tools and systems
- Extensive experience with MS Excel including working with Macros and other Excel add-ins, Macro VBA knowledge is nice to have
- Strong interpersonal skills and excellent communication skills both written and verbal
- Proven self-starter with the ability to work independently with less supervision
- Proactive in executing and owning the processes and controls
- Experience in MS Access, SQL data server, and Power BI would be an advantage
- Excels in a team environment interacting with both business and finance colleagues both onshore and offshore
- Experience in working as offsite support to business functions
Let's make every day better together. Learn about our opportunities at JOBS.MANULIFE.COM
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 [Confidential Information].
