senior Financial AnalystManulife Business Processing Services (MBPS)

Senior Financial Analyst
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Job Description
The Opportunity
The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering our analysts with the resources to solve critical problems for the future of our business, which is why we need you.
The Senior Financial Analyst will be responsible for assisting in the preparation of complete and accurate monthly reports that are included as part of the business unit operations review as well as selected management reports on a quarterly basis. In addition, the position will be responsible for running select Performance to Plan reports for the distribution force and for updating monthly expense trend analysis reports used in the monthly close process and our meeting with BU management.
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 mindset 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
We are looking for someone with:
Bachelor's degree concentrating in Accounting or Finance; CPA is an advantage
Minimum of 4-6 years of relevant experience in accounting/finance experience
Proven problem solving and business/financial analysis skills, creative and resourceful in identifying issues and developing solutions
Able to effectively articulate issues and trends to management
Strong presentation and written communication skills
Self-motivated, able to work independently with minimal supervision or in a team environment
Strong computer skills and an expert proficiency using MS Excel, experience with MS Access a plus based financial reporting and analysis templates
Familiarity with Mainframe computer processing
All employees must be willing to undergo a background check and have fingerprints maintain on file in compliance with regulatory standards
On the job you will:
Monthly Performance to Plan and Expense Reports: Prepare Monthly Cost Center Research and Proposed Reclass Entries for Mutual Fund Wholesaler Cost Centers.
Update Monthly Cost Center Summary Reports for the Wholesalers.
Update New Monthly Distribution Related General Expense Templates.
Summarize and maintain the Monthly Broker Support Payments Schedule used For Monthly Broker Support Accruals.
Maintaining Daily CDSC Income logbook and spreadsheet on a Calendar Day Basis.
Run Monthly General Expense Account Web Focus Queries on General Expense Accounts showing significant variances for monthly close.
Copy and update Monthly Income Statement and General Expense templates for the Monthly Close Meetings.
Input and upload Marketing Support Bills on APS System for Approval
QUARTERLY: Prepares money market sweep report and monthly reporting
Process College Savings First Day sales, part asset and sales report, net sales report, commission volume rate report, sales slides in operations deck, acquisition by channel report, 529 package
Prepares monthly NASD sales cap analysis, monthly seed capital report, monthly cash foreast, sales based compensation dashboards
Our commitment to you
Our mission; to be a part of making Decisions Easier and Lives Better
A leadership team dedicated to your growth and success
A bold ambition and set of goals to be a leader in driving transformation in our industry
Our best. Every day.
Learn more about opportunities with us at jobs.manulife.com
If you are ready to unleash your potential it's time to start your career with Manulife/John Hancock.
About Manulife
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 Canada, Asia, 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 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers. As of June 30, 2020, we had $1.2 trillion (US$0.9 trillion) in assets under management and administration, and in the previous 12 months we made $30.6 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. 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. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.