Senior Financial Analyst
2 weeks ago
Position Overview The Group Benefits Financial Reporting, Planning and Analysis team is looking for a tech savvy Senior Financial Analyst to take ownership of our Advisor Rewards bonus database and reporting who has strong excel capability and with experience or an interest in using more advanced tools. The Group Benefits Advisor Rewards Program enables our sales teams to build stronger relationships with advisors to support customers and drive business results. Reporting to the Manager of Field Compensation, this position will be responsible for a broad range of financial control and reporting functions, including calculating wholesaler incentive compensation, sales validation, expense analytics, budgeting and forecasting, and business and strategic planning activities. This role provides excellent exposure to sales reporting, multiple contacts within GB Finance and our various business unit partners as well as an opportunity for growth within Manulife. Position Responsibilities Preparation of complex bonus calculations. This process involves gathering input measures from various sources, processing and reviewing results, seeking approval for payouts as well as distributing individualized statements to advisor entities. Perform database maintenance and enhancements. Developing metrics, tracking and reporting sales leaders. Perform quarterly forecasting and reporting, and ensure accurate and timely payout of advisor bonus. Support the annual modeling of advisor bonus plans. Perform ongoing review of reports to ensure best practices and efficiency are achieved, implementing approved enhancements where appropriate. Required Qualifications University degree or equivalent industry experience. Advanced Microsoft Excel skills (including macros) and proficiency in Word, PowerPoint, and Access. Exceptional analytical, mathematical, and problem-solving skills with strong attention to detail. Excellent written and verbal communication skills, with strong interpersonal and relationship-building abilities. Proven ability to work independently, manage several priorities, and meet tight deadlines with accuracy. Continuous improvement mentality with a passion for process optimization and operational efficiency. Preferred Qualifications Experience in Group Benefits or Individual markets is a benefit. Database, SQL, VBA and PowerBI Knowledge are an asset. Professional accounting or finance designation is an asset. Bilingualism (English and French) is an asset. If the successful candidate is in Quebec, proficiency in both languages will be required to support clients from various provinces outside of Quebec. Benefits We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see. About Manulife and John Hancock マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/ をご覧ください。 Manulife is an equal opportunity employer マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまための多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別(妊娠および妊娠関連の状態を含む)、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。 雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 recruitment@manulife.com までご連絡をお願いします。 Referenced Salary Location Waterloo, Ontario Working Arrangement ハイブリッド勤務 Salary range is expected to be between $68,775.00 CAD - $114,625.00 CAD If you are applying for this role outside of the primary location, please contact recruitment@manulife.com 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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions. #J-18808-Ljbffr
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