Senior Financial Analyst, Expense Management

at  Manulife

THE OPPORTUNITY

This role will support two business divisions within GWAM and will report to two Directors. Reporting to the Director of GWAM Retail and Director of Retirement Expenses, the Senior Financial Analyst plays a key role in supporting GWAM business finance activities, incorporating actual, forecast, and plan expense reporting and advisory services.
The incumbent will collaborate with the Expense Shared Service team, FP&A, CFO, and functional business partners, and possess the ability to work closely with people at all levels of the organization.
In addition to ongoing business activities, this role provides opportunities to lend your skills and expand your talents, while supporting process improvement initiatives and other expense transformation activities within both GWAM and the overall Expense Shared Service team.

• Provide monthly, quarterly, annual and adhoc expense reporting for business unit and functional leaders, and other key stakeholders.
• Vital support for the monthend close processes; maintain data quality and construct and maintain accurate and timely reporting that satisfies our customers’ needs. 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.