Job Information
Manulife Finance Team Leader in Quezon City, Philippines
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
Reporting directly to the MBPS Manager for FP&A and responsible for 4-6 full-time employees. We are looking for a People Leader that will be accountable for talent management, daily monitoring and oversight of the team within GWAM FP&A. The position is also 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 – Institutional and Retirement teams.
Morning shift with flexibility during key critical peak days of FP&A teams.
Job Description
Role and Responsibilities:
Manage the teams’ day to day operations promoting efficiency and team effectiveness. Allocate and delegate tasks to team members and manage the task monitoring system used for regular business review reporting
Drive the team in achieving its organizational goals and objectives
Act as the project manager who will oversee the planning, implementation and tracking of any short-term or streamlining and automation projects
Cover quality review for management reporting, planning and analysis before sending out to Business Units
Provide key decision support to the key business stakeholders through availability of relevant financial information, providing detailed analysis and recommending appropriate action plan on financial matters
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
Review Monthly Management Dashboards, WAM MIS Report, Forecasts, Planning, Cost of Management report, and others complex ad hoc reporting
Oversee the preparation and maintenance of templates report packages, highlight key issues, and actively look for resolution
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 North America 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
Trains new resources within the team and in conducting quality checks on the team’s work in certain circumstances
Responsible for Monthly Governance with Key Stakeholders
People management, coaching and developing of direct reports
Qualifications
Knowledge/Skills/Competencies/Education:
University graduate in Accounting/Finance, professional accounting designation (CPA) is a plus
5+ years of progressive responsibility within accounting/finance
At least 2 years of people management and with strong leadership experience
Experience with Migrating tasks from onshore location to Manila is a plus
Experience working with senior management teams (stakeholder management requiring persuasion / influencing skills
Strong Excel and 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
Proactive approach to continuous improvements and a positive “can-do” attitude
Highly adaptable and flexible with the changing business need of the team
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 .