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Job Information
Manulife Financial Analyst, HoF Canada Retirement 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
Are you looking for a supportive and collaborative workplace with great benefits and clear career development? You’ve come to the right place.
Why choose Manulife?
Competitive Salary packages and performance bonuses
Day 1 HMO + FREE coverage for your dependents (inclusive of same-sex partners)
Retirement savings benefit
Rewarding culture that values wellness and well-being
Performance Bonus
Global network of industry experts
Extensive training resources
Job 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.
Have the skills and knowledge for the job? Learn more about the opening below!
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
Let's make every day better together. Learn about our opportunities at JOBS.MANULIFE.COM
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 .