Manulife
Financial Services
FinanceManager,FP&ARetirement&Wealth
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“Finance Manager, FP&A Retirement & Wealth at Manulife. Skills: FP&A, Retirement & Wealth, Financial reporting, Team leadership. Deliver actionable insights. Lead production oversight”
Industry & Context.
Analytical skills; Problem-solving skills; Root cause analysis
Mid-shift schedule, Flexible hours, Migrating tasks
What They're Looking For.
Must Have
University degree in Finance, Accounting, Economics, 7+ years progressive experience, 3+ years people leading role, stakeholder management skills, influencing skills, Advanced knowledge of Wealth & Asset management, Advanced knowledge of financial reporting, Excellent analytical skills, Excellent problem-solving skills, Excellent communication skills, understanding of production environments, understanding of reporting systems, Ability to adapt to change, manage multiple priorities, tight deadlines, Experience migrating tasks from onshore to Manila
Nice to Have
CPA, CFA, CISI, or CAT, Proficiency in MS Office applications, Microsoft Excel skills, Knowledge of Power BI, Knowledge of Anaplan, Anaplan Level 1, Familiarity with IFRS tools, interpersonal skills, ability to work across cultures, Flexible shift schedules, willingness to work overtime, Active in professional development, Active in industry engagement
What You'll Do.
Deliver actionable insights
Lead production oversight
Prepare monthly reports
Prepare quarterly reports
Prepare presentations
Review management reports
Review business channel reports
Review cost of management report
Review ad hoc analyses
Ensure adequate controls
Escalate issues promptly
Support junior team members
Train junior team members
Drive resolution of critical issues
Manage control efficacy
Conduct root cause analysis
Develop timely solutions
Oversee template maintenance
Build relationships with stakeholders
Communicate with global stakeholders
Identify improvements
Recommend improvements
Escalate service issues
Communicate production updates
Communicate production challenges
Conduct governance service delivery calls
Manage day-to-day operations
Promote team efficiency
Promote team effectiveness
Oversee task monitoring
Conduct feedback sessions
Conduct performance reviews
Lead business reviews
Produce dashboard reports
Ensure compliance with SLAs
Ensure compliance with internal standards
Optimize resource utilization
Align team capabilities
Coordinate with Finance
Act as project manager
Champion continuous improvement
Lead special projects
How You'll Work.
Team & Collaboration
North America partners; Global stakeholders; COE teams; Compliance teams; Risk teams; Cross-functional teams
Communication Scope
Effective communication; Stakeholder communication; Business presentations
Process & Methodology
Project management, Process management, Continuous improvement
Full Job Description
As Finance Manager, FP&A – North America WAM Retirement & Wealth, you will lead a high-performing team responsible for delivering strategic financial insights and driving operational excellence across GWAM Retirement & Wealth businesses. This role combines leadership, stakeholder engagement, and analytical rigor to support planning, forecasting, and reporting activities. You will work closely with North America partners to enhance business performance, manage key initiatives, and ensure strong governance and control. In addition to leadership responsibilities, this role will also serve as a responsible for the Personal Investing business unit under Wealth, focusing on flows reporting, forecasting, planning, and management reports. Leading a team of 5 FTE professionals, you’ll foster a culture of collaboration, continuous improvement, and accountability. This position follows a mid-shift schedule with flexibility to adjust hours based on business needs. **Position** **Responsibilities:** * Deliver clear, actionable insights through variance analysis, trend identification, and scenario modeling. * Lead the production and oversight of deliverables for the new Personal Investing business unit, including flows and core earnings reporting, forecasting, and planning activities. * Prepare high-quality monthly and quarterly reports, dashboards, and presentations tailored to stakeholder needs. * Review and assist in consolidating management reports/dashboards, business channel reports, cost of management report, and ad hoc analyses. * Ensure adequate controls are in place and escalate issues promptly. * Support and train junior team members on processes and reporting requirements. * Drive resolution of critical issues and proactively manage control efficacy. * Conduct root cause analysis of production problems and develops timely solutions. * Oversee the preparation and maintenance of templates report packages, highlight key issues, and actively look for resolution **Stakehol
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