Manager, Financial Analysis and Advisory

3 weeks ago


Toronto, Canada Manulife Full time

**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. _**

**Working Arrangement**

Hybrid

Reporting to Managing Director Finance, Private Markets, the Manager, Financial Analysis and Advisory, Private Markets, will be accountable for supporting the development of high quality and insightful performance management reporting, product and channel profitability analyses, and comprehensive business unit financial plans and forecasts.

As a trusted business advisor, you will work closely with GWAM FP&A and Accounting & Reporting teams, as well as various Expense partners to help articulate the “what” and “so what” in providing value-added analysis surrounding management reporting, planning and analysis processes. In addition, the incumbent will also be involved in providing advisory support to Manulife Private Markets, a high-growth business and strategic priority for Manulife Financial.

The incumbent will serve as a primary liaison with certain asset class operations/finance teams (with potential to rotate through other Private Market asset classes over time). With a deeper understanding of those asset classes, the Manager will bring to bear specialist insight in supporting the execution of management reporting, financial analysis and advisory tasks.

**Core Responsibilities**:

- Management Reporting, Planning and Analysis: _
- Form relationships and collaborate closely with asset class operations and finance personnel.
- In close collaboration with other Global Finance partners, bring asset class specific knowledge, insights and relationships to assist with high-quality management, financial and important metric reporting, planning, forecasting and analysis for the Private Markets business globally.
- Develop and handle for designated asset classes a knowledgebase of all financial reports, models, and supporting documentation relevant to understanding the asset class businesses.
- Help facilitate the annual business planning cycle, including development of assets under management, revenue & expense budgets, product and model assumptions, and sensitivity testing.
- Support the development of commentary on key performance measurements, including variances and significant transactions for designated asset classes.
- Support Finance data governance (i.e. AUM, flows) and reporting improvements, including self-service tools (i.e. Power BI), to help bring greater transparency.
- Partner with Global Expense, FP&A, and A&R teams to provide business partners with regular updates on financial performance vs. expectations and ‘early warnings’ with recommended actions to meet annual financial targets.
- Find opportunities to build efficiencies in Finance processes and lead change.
- Analyze financial and non-financial critical metrics for all Private Markets asset classes, with a particular focus on certain asset classes.
- Ensure key processes remain efficient, clear and well-documented.
- Support the consolidated financial, management, and regulatory reporting requirements of Manulife Financial Corporation.
- Advisory Support: _
- Partner with Strategy, Distribution, and Product Development teams on new fund launches and on-going M&A activities on an as needed basis.
- Participate in product costing and profitability modelling and forecasting for certain asset classes.
- Assist with developing financial models, presentations, critical metrics and communicating them to senior leadership.
- Proactively finds opportunities to improve product profitability and works with asset class personnel to realize savings.
- Participates in the due diligence and financial analysis around potential major transactions, business decisions and strategic direction of Private Markets.

**Qualifications**:

- University Business Degree and CPA or MBA (specialization in accounting or Finance) designation.
- Multifaceted experience in accounting, financial services and/or consulting with experience with private asset investment manager financial reporting considered an asset.
- Strong attention to detail and curiosity about learning.
- Motivated to work under tight monthly and quarterly reporting deadlines while prioritising multiple projects and deliverables.
- Collaborative and able to get results working with different business divisions and supporting functions in a matrix structure.
- Well organized and with high level of energy and initiative to perform in a fast paced and ambitious environment.
- Good presentation and business writing skills required to advise senior management.
- Strong analytical and problem-solving skills.
- Ability to work independently and prioritize deadlines.
- Sophisticated level of proficiency in MS Excel an



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