Full-Time

Senior Financial Analyst

Fp&a, Canadian Retirement

Posted on 11/22/2024

Manulife Financial

Manulife Financial

10,001+ employees

Provides insurance, investment, and retirement solutions

Fintech
Financial Services

Compensation Overview

CA$70.3k - CA$117.3kAnnually

+ Incentive Programs + Incentive Compensation

Mid, Senior

Toronto, ON, Canada

Hybrid position requiring in-office presence.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Power BI
Financial analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • University graduate in Accounting, Actuarial, or Finance with strong MS Excel and PowerPoint skills.
  • Strong ability to interpret financial statements, develop projections, and provide value-added analysis.
  • 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.
  • Professional designation (CPA/CFA/MBA) is preferred.
  • At least 4 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.
Responsibilities
  • Consolidates, analyzes, and synthesizes large amounts of financial and non-financial information from various stakeholders.
  • Prepares high-quality monthly and quarterly reports, dashboards, and presentations for Canadian Retirement, Global WAM & GA Finance stakeholders, and develops narratives for financial decks, forecasts, and annual planning.
  • Facilitates and manages the annual 5-year strategic planning process, monthly forecasting, and financial reporting processes, delivering timely and accurate results.
  • Coordinates with Canada 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 acumen improvement.

Manulife provides a variety of financial services, including life and health insurance, wealth management, and retirement solutions. Their products help individuals, businesses, and institutions manage financial risks and grow their wealth. Manulife generates revenue through premiums from policyholders, fees for managing assets, and investment income. The company uses advanced analytics and technology to offer personalized services, setting it apart from competitors. Manulife's goal is to assist customers in achieving their financial dreams and aspirations while fostering a supportive work environment for its employees.

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1887

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Simplify's Take

What believers are saying

  • Blockchain adoption in wealth management attracts tech-savvy clients.
  • Subordinated debenture issuance provides capital for growth opportunities.
  • Wearable tech integration improves customer engagement and health outcomes.

What critics are saying

  • Competition from fintechs could erode Manulife's market share.
  • DeFi platforms threaten traditional wealth management services.
  • Regulatory scrutiny on ESG practices may require enhanced disclosures.

What makes Manulife Financial unique

  • Manulife integrates wearable tech like Apple Watch into insurance for better engagement.
  • Focus on behavioral insurance strategies appeals to health-conscious consumers.
  • Reputable auditor re-appointment enhances investor confidence in financial governance.

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