Strategic Financial Planner

1 month ago


Old Toronto, Canada Manulife Insurance Malaysia Full time

Manulife Insurance Malaysia seeks an experienced Strategic Financial Planner to join our Global Retirement team in a Finance FP&A role.

Job Overview

This is a dynamic position accountable for providing accurate, timely, and relevant financial data production, reporting, analysis, planning, and forecasting to stakeholders of the Global Wealth and Asset Management (GWAM) Finance Financial Planning & Analysis – Retirement team.

The ideal candidate will be responsible for consolidating, analyzing, and synthesizing financial and non-financial information from various stakeholders for Global WAM Finance - Financial Planning and Analysis – Global Retirement.

Main Responsibilities
  • Prepare high-quality monthly and quarterly reports, dashboards, presentations, and Regional and Global Core Financial Decks, including forecasts and annual planning analysis.
  • Communicate business results clearly and deliver presentations to Regional Retirement CFOs and Business Units, supporting the annual consolidated planning process with in-depth analysis.
  • Lead the MBPS FP&A team in collaboration with North American business units and stakeholders, ensuring seamless reporting and planning processes, efficiently managing ad hoc requests, and interpreting, visualizing, and modeling financial projections.
  • Participate in team cross-training, seek business acumen improvement, and train new team members while conducting quality checks on their work.
Requirements

To be successful in this role, you should have:

  • A post-secondary education in Actuarial Science, Accounting, Finance, or related field, with 5+ years of professional experience within the financial services industry.
  • Advanced skills in Microsoft Office, particularly Excel (macros, pivot tables, look-ups, filtering) and PowerPoint, and knowledge of Accounting System tools (SmartView-Essbase, Lawson).
  • The ability to interact comfortably with Senior Management and Finance teams, develop and maintain positive collaborative relationships, negotiate, influence, and resolve conflicts, demonstrating flexibility when faced with challenges and change.
Preferred Qualifications

We welcome candidates with expertise in Power BI, Anaplan, Alteryx/other, and SQL automation tools.

Compensation Package

This position offers a competitive salary range of $100,000 - $140,000 per annum, based on location and qualifications. Additional benefits include a comprehensive health insurance package, retirement savings plan, paid time off, and opportunities for professional growth and development.



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