Manager, Planning and Analysis

Job title: Manager, Planning and Analysis

Job description: We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

The role of the Finance area is to support Manulife Bank in all financial aspects. The Finance area is responsible for financial reporting, capital management, planning & expense budgeting, benchmarking, cost analysis, accounting policy and internal controls.

Reporting to the Director, Strategic Projects, Compensation & Planning, the Manager, Planning & Analysis, will be accountable for running/preparing the 5-Year Strategic Plan, Financial Condition Testing (“FCT”), Earnings Estimates/Sales Estimate & Forecasting, Product Profitability and Broker Reporting for Manulife Bank. Responsibilities will also include running/preparing the 5-Year Strategic Plan for Manulife Trust Company. In addition, there will be adhoc requests that will require the development of reports and analysis/commentary.

Key Accountabilities:

• Collaborate cross-functionally with various Bank teams including: Treasury, Admin Operations, Sales Management, Finance Teams (primarily Expenses and External Reporting for Capital), Product Teams, Communications Team and CDN Division Finance

• As part of day-to-day operations
• Creating new reporting i.e. Broker Reporting, Rewards, etc.
• Collaborating with Treasury, Product Teams, Sales Teams, Finance Project Team, Expense Management Team, External Reporting Team
• Key point of contact for the Finance team, specifically developing into a subject matter expert on product profitability, that provides valuable support and analysis to the Business
• Running/preparing the 5-Year Strategic Plan, FCT, Earnings Estimates/Sales Estimate, Forecasting, Product Profitability, Broker Reporting
• Identify, understand and recommend solutions to overcome barriers in processes and control weaknesses as well as focus on continuous improvements in models and looking for efficiencies in reporting
• Interact directly with the Bank Leadership Team to present results on 5-Year Plan, Product Profitability, Broker Reporting etc.

• In addition to providing management reports to the Leadership Team, this role also interacts with senior leadership to discuss and build assumptions
• Be able to manage competing priorities and prioritize demands, while delivering accurate and on-time results
• Responsible for coaching and mentoring current CPA student (planning and profitability)
• Responsible for supporting the Director in developing management reporting and analytics supporting 5-Year Plan, FCT, Earnings Estimates, Forecasting, Broker Reporting and Product Profitability (in-force and plan)

What motivates you?

You obsess about customers, listen, engage and act for their benefit.

You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.

You thrive in teams and enjoy getting things done together.

You take ownership and build solutions, focusing on what matters.

You do what is right, work with integrity and speak up.

You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for

University Business Degree and/or recognized accounting designation (CPA) required;

Knowledge of banking industry

Well organized and with high level of initiative

Good presentation and business writing skills

Excellent analytical and problem solving skills

Strong attention to detail and aptitude to learn

Ability to multi-task

Highly developed communication and relationship skills; able to build relationships across business units and across other segments

Strong project management skills including the ability to provide leadership, project accountability and coaching

What can we offer you?

A competitive salary and benefits packages.

A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.

A focus on growing your career path with us.

Flexible work policies and strong work-life balance.

Professional development and leadership opportunities.

Our commitment to you

Values-first culture

We lead with our Values every day and bring them to life together.

Boundless opportunity

We create opportunities to learn and grow at every stage of your career.

Continuous innovation

We invite you to help redefine the future of financial services.

Delivering the promise of Diversity, Equity and Inclusion

We foster an inclusive workplace where everyone thrives.

Championing Corporate Citizenship

We build a business that benefits all partners and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location Waterloo, Ontario

Salary range is expected to be between $77,250.00 CAD – $139,050.00 CAD

If you are applying for this role outside of the primary location, please contact 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 for more information about U.S.-specific paid time off provisions.

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