Manager, WAM Reporting & Analysis

The Global Wealth and Asset Management (WAM) Financial Planning & Analysis (FP&A) team provides accurate and timely reporting and analysis to stakeholders, including business divisions, Group Finance, Investor Relations, the Board of Directors, and external parties. The team focuses on enhancing the delivery model, driving operational improvements, and operating a Planning and Reporting Centre of Expertise (CoE) for thought leadership and planning figures. It also liaises with Transformation and Accounting and Reporting teams to ensure seamless operations.

Reporting to Director, Head of GWAM FP&A the incumbent will be a Finance professional who will take a key role in supporting the fast-growing GWAM franchise by delivering accurate, timely, and relevant reporting and analysis to support Business Unit (BU) and senior management decision making.

Position Responsibilities:

• Acquiring deep institutional knowledge of GWAM business divisions across the company: Retail (mutual funds), Retirement and Institutional Advisory by partnering with the other finance teams

• Employing in-house and industry knowledge to provide research and financial analysis resulting in value insights and recommendations to GWAM Heads of Finance and General Managers. This includes supporting the development of new reports, metrics, and analyses that will enable senior executives to make informed decisions on a timely basis

• Producing thoughtful, relevant management reporting materials for GWAM BUs, Group Finance, Strategy, Investor Relations, the Board of Directors, and external partners, underpinned by a broad understanding of the wealth and asset management industry and competitive landscape

• Leadership role in consolidating, analyzing, and synthesizing large amount of complex financial and non-financial information from numerous suppliers from GWAM BU Finance and Reporting teams.

• Prepare and deliver high-quality monthly and quarterly reports, dashboards, and presentations for GWAM BU and Regional heads, ensuring timeliness and organization

• Contribute to strategic discussions by providing financial insights, business trends, and quantifiable support, aligning with GWAM objectives

• Act as a GWAM Subject Matter Expert on cross-company initiatives, providing specific insights and mentoring junior finance team members to develop talent

• Develop and implement a best-in-class reporting framework with financial and non-financial metrics to support differentiation, growth, and forward-looking decisions

• Maintain strong attention to detail, focusing on financial integrity and ensuring consistency in deliverables

• Lead continuous improvements by identifying and implementing solutions in reporting, analysis, and processes

• Collaborate effectively with partners and stakeholders, building relationships and understanding their challenges

Required Qualifications:

• University degree in Accounting/Finance or equivalent

• Professional accounting designation (CPA) or Degree specialized in Accounting/Finance preferred

• 6-8 years of experience in a finance role; Wealth and Asset Management industry experience an asset

• Skilled in developing, evaluating, and using financial models, analyzing risks, and displaying strong analytical abilities with a focus on critical thinking and attention to detail.

• Strong Excel and PowerPoint skills; Essbase/ledger expert would be an asset

• Demonstrated success in high-performing, fast-paced, collaborative environments, adept at managing multiple priorities and ad-hoc requests

• Proactive and positive attitude towards continuous improvement, with a curiosity to identify, investigate, and resolve complex issues

• Strong analytical and critical thinking skills, with experience in writing, analysis, and effective storytelling for deck production

• Advanced executive communication and writing skills, capable of engaging succinctly with management and team members

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

Salary range is expected to be between

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.