Senior Transformation & Finance Analyst ensuring EPM projects apply appropriate management frameworks and financial controls. Conducting analyses and supporting productivity initiatives for financial accuracy.
Responsibilities
Ensure all EPM projects apply the appropriate project management framework (Agile/Waterfall/Hybrid), financial controls, OE methodologies, and data‑driven decision-making.
Conduct deep‑dive analysis on expenses, GL postings, accruals, reclasses, and variances to provide insights that support productivity, efficiency, and financial accuracy.
Partner with Finance, Controllership, and Business Units to validate GL structures, cost allocations, capitalization guidelines, and amortization logic as relevant to project goals.
Provide mentorship to junior consultants on project management, OE tools, business case development, and financial analytics.
Support prioritization of productivity initiatives by building business cases, ROI models, and financial impact estimates.
Perform recurring portfolio analytics and operational metrics monitoring to ensure initiatives remain on track against defined targets (savings, efficiencies, expense reductions, cycle-time improvements, etc.).
Build strong relationships with Finance, BU leaders, Controllers, and global partners to drive alignment on financial integrity and productivity outcomes.
Communicate financial insights, risks, and opportunities to senior stakeholders through executive-ready reports and presentations.
Facilitate discussions on expense trends, GL governance, and operational or financial impacts of transformation initiatives.
Provide analytical and problem‑solving support for end‑to‑end expense management and productivity improvement projects.
Conduct root cause analysis for GL discrepancies, expense anomalies, or operational inefficiencies.
Support forecasting, budgeting, and planning cycles by contributing productivity impact analyses and scenario modeling.
Develop dashboards, portfolio trackers, financial models, and KPI scorecards.
Support capability-building initiatives including OE, Agile, Lean, and finance literacy training for operational teams.
Track innovation and emerging technology Proof‑of‑Concepts and quantify productivity and financial benefits.
Support the development of maturity models, process maps, and future‑state designs that enhance operational and financial performance.
Requirements
At least 3 years combined experience in financial analysis, expense management, GL operations, process improvement, or productivity/transformation roles.
At least 1 year project management experience delivering cross-functional initiatives.
Experience partnering with senior leaders, preparing executive reports, and presenting financial and operational insights.
At least 1 year facilitating training or coaching in Operational Excellence, Project Management, or Financial processes.
Demonstrated experience building financial business cases, ROI analyses, and productivity models.
Passion for continuous improvement, financial accuracy, and operational discipline.
Experience as a process improvement consultant, financial analyst, transformation lead, or similar role.
Strong alignment with Manulife values and culture.
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