Job Description :
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Expense Shared Services, Technology Team is recruiting an experienced and highly motivated Senior Financial Analyst . The successful candidate will gain great insight into Manulife’s technology function, expense close process and data management and will be involved in examining and improving expense management practices.
This role requires keen interest to manage reporting processes; facilitating transparent, trusted, complete, relevant and easily accessible expense information to our clients.
Responsibilities : Reporting to Director Expense Shared Services, Technology Team, the Senior Financial Analyst will focus on supporting the delivery of our mandate as efficiently as possible, including :
ensuring the expenses are properly recorded in the ledger
producing standardized expense reports
ensuring appropriate processes, controls and tools are in place to support the division’s expense management goals, including adherence to company expense policies and practices
The role will focus on the following :
Ensure an accurate and timely monthly, quarterly and year end close
Perform monthly expense trending analysis by accounts, work areas & business units
Ensure standard monthly expense reports are provided to work area managers on a timely basis and facilitate work area managers expense related queries
Drive the process of leveraging automated solutions to streamline expense management processes and reporting. Oversee the design and development of the expense management reporting infrastructure to satisfy management information requirements
Proactively meet the reporting needs of Global Technology Expense advisory and analysis teams
Perform continuous assessment to ensure simplification, data integrity and standardization of all aspects of the reporting process.
Recommend changes to processes & procedures and follow-up to ensure all corrective actions are fully implemented.
Set-up strong controls around invoice processing to ensure invoices are validated, recorded and paid on a timely basis and maintain a strong partnership with the offshore invoice processing team.
Coordinate with the Client Advisory team to ensure monthly chargeback entries are done on a timely basis
Assume complete ownership of select balance sheet accounts to ensure expense booking, validation and reconciliation
Ensure we are following internal control environment, including SOX.
Adhere to SLA’s for clients to ensure appropriate processes / practices to support reporting requirements
Create, implement and maintain accounting operations documentation to provide clarity and consistency
Qualifications (Knowledge / Skills / Competencies) :
Attained professional accounting designation CPA or an MBA specialized in Accounting / Finance
An understanding of Excel skills and knowledge of database applications, Power BI, Lawson, Essbase and enterprise planning tools
Self-starter with the ability to work independently, particularly in the area of using sound, independent judgment, problem-
solving and analytical skills
Excellent customer focus and commitment to quality
Results oriented, able to manage expectations, work under tight deadlines and manage competing priorities
Proven interpersonal skills : build relationships, engages and influences others, work with a diverse customer base
Key Problems / Challenges :
Expense management and analysis are high priority focus for senior management and senior financial leaders
Ability to influence and solicit support and compliance from multiple stakeholders with sometimes conflicting needs and priorities while meeting tight deadlines.
Lack of integrated systems / processes & format of data impacts efficiency of reporting / analysis process