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Financial Analyst, HoF Canada Retirement

Financial Analyst, HoF Canada Retirement

Company 81 - Manulife Data Services Inc.Quezon City
30+ days ago
Job type
  • Full-time
Job description

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.

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

    • 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