- Contribute to the success of the GWAM Finance Transformation initiatives and D&A workstream related activities
- Develop Alteryx Workflows to automate Finance processes
- Work with members of the D&A team to drive D&A projects from assessment to delivery
- Research, present and deliver quick win solutions that provide immediate benefit and relief to the difficulties in Business processes
- Assist in research, baseline measure and solution evaluation in achieving Straight Through Processing and minimize manual journal entries for GWAM Finance
- Assist in maintaining and monitoring adherence to sprint schedules, identifying and responding to discrepancies and tracking completions. Manage pipeline and backlog for D&A opportunities.
- Support in producing, tracking, updating and validating initiative documentation regarding sprint status, velocity and backlogs for all D&A initiatives
- Maintain and report challenges, risks, issues, decisions and action items including follow up with teams to ensure timely reply and/or action.
- Assist in the development, planning and execution of presentation meetings and roadshows to gather opportunities and report on deliveries including creation/distribution of presentation material and follow up on assigned action items.
- Foster and maintain positive working relationships with GWAM Finance teams across all geographies (Toronto, KW, Montreal, Boston, UK, Hong Kong and other Asia regions/countries), using formal and informal forums to generate and explore process improvement and automation opportunities.
- Other duties as assigned.
- 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.
- Minimum of 3 - 5 years in a finance or accounting role, ideally with experience in projects and process improvement
- Post-secondary education in Business, Finance, Accounting, Economics or Data Analytics
- Creative problem solver who can grasp concepts quickly, think on their feet and deliver practical solutions to drive improvements
- Superb interpersonal skills with the ability to collaborate, influence and build relationships with collaborators at different levels; excellent written and verbal communication skills
- Demonstration of strong customer service and teamwork orientation, with an approachable and collaborative demeanor
- Motivated self-starter, with ability to multi-task and manage priorities effectively
- Attention to detail and quality of output
- Experience using Alteryx, Power BI, PowerApps, Power Automate, SharePoint Online or other user enable technologies would be a strong advantage
- Familiarity or knowledge of agile, project management processes, process improvement methodologies and tools would also be an asset
- Knowledge of SQL & Python would be an asset
- 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.
- 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. -
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Senior Analyst - Dorchester Center, United States - Manulife Financial Corporation
Description
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
Reporting to the Director, Finance Transformation, this position will be a key member of the team in supporting the transformation of the Global Finance function for Global Wealth and Asset Management (WAM). The incumbent will play a critical role in the success of the Digitization & Automation (D&A) workstream by providing the skills and support to drive improvements and keep sprints organized and running smoothly. The individual will work alongside the Director, other D&A team members, stakeholders and other experts in the company to track, report and deliver improvements and coordinate the pipeline of work throughout lifecycles and deliverables effectively and efficiently. The incumbent is a pivotal member of the Finance Transformation team, performing a broad range of tasks and activities to support process improvements and automation initiatives, while building positive relationships across the GWAM Finance organization and other Manulife partners.
Wealth & Asset Management (WAM) Overview
The Global WAM business are among the fastest growing, highest return businesses within Manulife and comprise three major global business lines, Retail, Retirement and Institutional. Operating as John Hancock Asset Management, Manulife Asset Management, Group Retirement Services, Retirement & Pension Services, Asian Wealth, Mandatory Pension Fund and Asset Management and Manulife Mutual Funds, together they serve Manulife retail and institutional customers globally through products such as proprietary and third-party mutual funds, outcome-oriented solutions, public and private asset management strategies, and group retirement services. GWAM-managed AUMA exceeded $790 billion as at December 2018 and have experienced significant Compound Annual Growth Rates over the last 10 years and over the planning horizon.
Key Accountabilities:
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 [redacted].
Salary & Benefits
The annual base salary for this role is listed below.
Primary Location
Toronto, Ontario
Salary range is expected to be between
$70,350.00 CAD - $117,250.00 CAD
If you are applying for this role outside of the primary location, please contact [redacted] 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 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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [redacted] for more information about U.S.-specific paid time off provisions.
