subject matter expert, Financial Planning & analysisManulife - Agnes Yung

Salary: Agreement
Work form: Full time
Posting Date: 07/11/2025
Deadline: 28/08/2021

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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 Job De 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 Job Description Role and Responsibilities: Actively involved with consolidating, analyzing, and synthesizing large amount of financial and non-financial information from various stakeholders Prepares high-quality monthly and quarterly reports, dashboards and presentations in a timely and organized fashion catered to the needs of the different stakeholders of Global WAM & GA Finance - Financial Planning and Analysis Group Steps up and provide peer review for critical report Prepares Monthly Management Reporting (MMR), WAM MIS Report, Desk P&L Report, Commentaries, Forecasts from different business segments, Annual Planning cycle and others Prepares and maintains templates of report packages, highlight key issues, and actively look for resolution Improves and re-engineers reporting processes and deliverables to create consistency and efficiency during month-end and quarter-end cycles Supports the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks Initiates improvements by exploring, identifying, and implementing reporting, analysis, and process solutions Works closely with the North America business unit, Stakeholders and MBPS FP&A teammates to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed Participates in team cross-training to establish back-up and improvement of processes handled Trains new resources within the team and in conducting quality checks on the team's work in certain circumstances Qualifications Knowledge/Skills/Competencies/Education: University graduate in Accounting/Finance, professional accounting designation (CPA) is preferred At least 4 years of experience in a finance role, Wealth and Asset Management industry experience an asset Experience in participating or spearheading in automating processes is a plus Strong MS Excel and MS PowerPoint skills Good communication and presentation skills ability to succinctly engage with business partners and team members Power BI knowledge is a plus Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis Knowledge of IFRS tools (SmartView-Essbase, Lawson) Strong attention to detail Proven ability to thrive in a fast paced, high-performing and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests Proactive approach to continuous improvements and a positive "can-do" attitude Ability to identify and investigate complex issues and recommend actionable solutions If you are ready to unleash your potential, it's time to start your career with Manulife/John Hancock. About Manulife About Manulife Manulife Financial Corporation is a leading international financial services provider 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 our global wealth and asset management segment, Manulife Investment Management, serves individuals, institutions and retirement plan members worldwide. At the end of 2020, we had more than 37,000 employees, over 118,000 agents, and thousands of distribution partners, serving over 30 million customers. As of March 31, 2021, we had CAD$1.3 trillion (US$1.0 trillion) in assets under management and administration, and in the previous 12 months we made $31.3 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.
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Philippines
Permanent
Full-time

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Manulife - Agnes Yung

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