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FP&A Manager, General Account

Manulife
Waterloo, Ontario
$86.3K-$155.4K a year
Full-time

Job Description

The opportunity

The Manager is responsible for financial planning, reporting and analysis requirements for the General Account. With limited guidance, the incumbent is responsible for monthly / quarterly / annual management reporting, planning, analysis and forecasting for senior management.

This entails adherence to stringent corporate deadlines in support of planning, forecasting and business review meetings.

The position also oversees the maintenance and refresh of the expense factor model which requires cross-organization collaboration with Investments, GWAM, GAMs, and the segments.

The role requires crafting meaningful commentary to be presented to Senior Management, as well as project management and strategy.

Responsibilities

  • Acquiring deep knowledge of the GA and its financials
  • Produce and review financial results (quantitative)
  • Analyze financial results and review analysis prepared by others (qualitative)
  • Detect aberrations and provide commentary with respect to specific areas of focus
  • Play a key role in the forecasting and annual planning for GA business, including investigation of trends, key metrics, preparation of presentation decks, and ad hoc requests as required
  • Drive completion and improvement in execution implementation of the expense factor recovery process
  • Work directly with Senior Management to ensure their understanding of the narrative around key performance indicators
  • Build relationships with business partners across Investments, GWAM, GAMs, and Segment and Corporate Finance teams
  • Share standard processes with team members and make recommendations for improvements in execution
  • Propose and implement data management efficiencies
  • Reviews work performed by financial analysts and provides feedback and guidance
  • Mentor and provide guidance to junior team members as applicable
  • Other duties as assigned

What motivates you?

  • You obsess about customers, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for

  • Bachelor’s Degree in Accounting or Finance or equivalent work experience
  • MBA, CFA or CPA preferred
  • Typically, 5 or more years of experience
  • Strong written and oral communication skills
  • Demonstrates advanced knowledge of accounting / finance and a high level of business acumen
  • Diligent, well-organized, and excellent analytical skills
  • Self-starter and great teammate with a high level of initiative, strong work ethic and the ability to gather, synthesize, organize, and report information
  • Ability to multi-task and manage priorities in a demanding and deadline-oriented environment
  • Strong computer skills in Microsoft Office applications, primarily PowerPoint and Excel
  • Familiarity with the reporting tools SmartView (Essbase 1STOP, 1PLAN, 1KFM and 1EXP cubes), Anaplan and PowerBI would be a plus
  • Advanced proficiency in own field; still acquiring higher-level knowledge and skills

What can we offer you?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.

Our commitment to you

Values-first culture

We lead with our Values every day and bring them to life together.

Boundless opportunity

We create opportunities to learn and grow at every stage of your career.

Continuous innovation

We invite you to help redefine the future of financial services.

Delivering the promise of Diversity, Equity and Inclusion

We foster an inclusive workplace where everyone thrives.

Championing Corporate Citizenship

We build a business that benefits all partners and has a positive social and environmental impact.

LI-JH

LI-Hybrid

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 / JohnHancock, we embrace our diversity. We strive to attract,developandretaina 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 toprovideequal 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 withapplicable laws and Manulife / John Hancock policies.

To request a reasonable accommodation in the application process, contact .

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location

Boston, Massachusetts

Salary range is expected to be between

$86,325.00 USD - $155,385.00 USD

If you are applying for this role outside of the primary location, please contact 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 / John Hancock 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 / 401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources.

Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company : John Hancock Life Insurance Company (U.S.A.)

30+ days ago
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