Senior Financial Analyst managing expense reporting for GWAM Retail at Manulife, collaborating across business units to optimize financial operations and drive efficiency.
Responsibilities
Provide monthly, quarterly, annual, and ad hoc expense reporting for business unit and functional leaders, and other key stakeholders
Key support for the month end close processes; ensure quality of data and develop and maintain accurate and timely reporting which meets the needs of our customers
Provide valuable analysis along with clear and concise commentary on results for our customers
Demonstrate a strong technical understanding of the accounting for expenses including company policies and sufficient business knowledge to be able to verify and analyze information under review
Develop strong processes for preparation of robust expense forecasts to support management decision making
Participate in the annual budget process, working with business partners to develop budgets for specific areas of responsibility, and supporting business unit level review
Support internal and external audit requests
Use appropriate judgment in dealing with unexpected issues and requests, demonstrating an ability to prioritize work, and balance resource requirements to achieve solutions
Continue to improve processes for higher efficiency and effectiveness, adapting to change and streamlining processes as new tools and technology are introduced
Requirements
Accounting designation (CA, CMA, CGA, CPA) with 5+ years of relevant experience in progressive accounting roles
University degree in business, finance or equivalent
Strong interpersonal skills with the ability to collaborate, negotiate and influence effectively
Self-starter with the ability to work independently, particularly in the area of using sound, independent judgment, problem-solving and analytical skills
Results oriented, able to manage expectations, work under tight deadlines and manage competing priorities
Excellent customer focus and commitment to quality
Strong business sense with ability to communicate complex concepts and results in a clear, concise, easy to understand manner (written and verbal)
Solid analytical and technical capability - ability to assimilate/summarize a large amount of information from multiple sources and present in a valuable form for senior management
Proficiency with Microsoft Office and ability to learn new applications quickly
Benefits
Health insurance
Dental insurance
Mental health support
Vision insurance
Short-term disability coverage
Long-term disability coverage
Life insurance
Accidental death and dismemberment insurance (AD&D)
Adoption and surrogacy benefits
Wellness benefits
Employee and family assistance plans
Pension plans
Global share ownership plan with employer matching contributions
Financial education and counseling resources
Paid time off including holidays, vacation, personal days, and sick leave
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