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Senior Financial Analyst, GWAM Operations Expenses
Manulife. Lead the monthly forecasting cycle for assigned Operations cost centres, including Anaplan updates and gathering expense and FTE input from business partners .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting, budgeting, forecasting, and variance analysis, with a strong focus on data quality and continuous improvement. Proficient in stakeholder management and presenting insights to senior leadership, leveraging advanced analytical skills and tools like Anaplan.
Highest-signal resume keywords
Financial ReportingBudgetingForecastingAdvanced ExcelAnaplan
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisVariance AnalysisCost ManagementData Quality AssuranceExpense TrackingHeadcount PlanningAnalytical SkillsPresentation SkillsBudget ManagementForecasting Techniques
Soft Skills
Communication SkillsStakeholder InfluenceTime ManagementFlexibilityTeam Collaboration
Tools & Technologies
AnaplanEssbaseExcelPowerPoint
Certifications & Qualifications
CPACFAMBA
Industry Keywords
Global Wealth ManagementAsset ManagementMultinational OrganizationCost Centre ManagementFinancial Planning
About the role
Key responsibilities & impact- Lead the monthly forecasting cycle for assigned Operations cost centres, including Anaplan updates and gathering expense and FTE input from business partners
- Prepare month-end variance analysis and concise commentary on results, trends and key metrics for functional leaders and senior stakeholders
- Support the annual planning cycle, including cost centre builds, headcount rollforwards and leadership presentations
- Identify expense risks and opportunities, and recommend actions to business partners
- Track cost savings, Strategic Cost Management initiatives and FTE movement related to organizational changes
- Ensure data quality and drive continuous improvement in reporting and expense processes
- Work closely with functional leaders, cost centre leads and segment expense teams
- Handle financial reporting, budgeting, forecasting and analysis for GWAM Operations across Global Wealth & Asset Management and the General Account
Requirements
What you’ll need- 3–5 years of progressive finance or accounting experience, ideally in a large multinational organization
- 3+ years of advanced Excel experience
- Strong PowerPoint skills for presenting results to senior management
- University degree in Business, Finance, Accounting or Economics
- Professional designation or advanced degree (CPA, CFA or MBA), completed or in progress
- Experience with Anaplan, Essbase or similar planning/GL systems preferred
- Strong analytical skills
- Excellent written and verbal communication skills
- Ability to influence stakeholders at all levels
- Ability to manage competing priorities and meet tight deadlines
- Flexibility to occasionally connect across time zones
- Bilingualism (English and French) is an asset; if the successful candidate is in Québec, proficiency in both languages will be required to support clients outside Québec
Benefits
Comp & perks- Flexible environment supporting learning, growth, well-being and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance