Financial Senior Analyst

Posted:
9/2/2024, 5:00:00 PM

Location(s):
Central Visayas, Philippines ⋅ Quezon City, Metro Manila, Philippines ⋅ Cebu City, Central Visayas, Philippines ⋅ Metro Manila, Philippines

Experience Level(s):
Senior

Field(s):
Finance & Banking

Reporting directly to Asia Finance Shared Service, Team Leader, the Financial Senior Analyst is primarily accountable for general accounting and reporting through timely and accurate service delivery.

Responsibilities include the following:

  • Process Migration

The job holder is responsible to learn, coordinate and work closely with business unit in migrating accounting and finance processes which includes process documentation – creating comprehensive step-by-step procedure of each processes learned

  • Assist the leader and the project team in identifying processes that can be migrated in MBPS. Assess based on migration criteria and provide feedbacks and inputs as necessary.
  • Assist the leader in providing updates in the migration.
  • Serve as the contact person of the project team in getting regular updates, challenges encountered, results monitoring of the parallel run
  • Learn the processes to be migrated and provide timely process documentation following the standard MBPS format as aligned with the Control Tower.
  • Serve as the business unit point of contact for any process issues or task specific queries. 

  • Trainer

The job holder is responsible to train junior team members of the processes already migrated. Ensure complete transfer of knowledge through theoretical training, reverse shadowing, and guide the team members from parallel run to go-live.

  • Serve as the go-to person of the specific location in terms of the knowledge of the processes
  • Create training plan for new joiners
  • Assist the leader in task allocation and ensuring that all members are well trained and efficient enough to handle live production
  • Provide timely feedback on team members for the perusal of the leader
  • Provide coaching and additional training for items that needs further clarification prior to raising to the BU.

  • Review

The job holder will be given few processes that will be subject to his/her review on top of his/her daily, monthly production work. It will part of her responsibility to monitor junior team members work, ensure error-free submission and be accountable for the processes subject to his/her review.

  • Ensure that all processes/deliverables for the day have undergone internal review process prior to BU submission
  • Follow the quality checklist as documented during migration. Ensure that al lteam members adhere to the signed of process documentation.
  • Assist the leader in providing root cause analysis and action items for incidents encountered during the month.

  • Accounting and Reporting

The job holder will be allocated with processes not limited to:

  • – finance operations transactional in nature but has financial impact (e.g. Invoicing, Credit Card Refund, Daily Matching of Premium)

Accounting Operations – responsible in preparing, uploading of Journal Entry to facilitate month-end closing activities. Reconciliation of accounts and balance sheet items for regulatory requirements

Management Reporting – to support needs of different internal or external parties.


How will you create impact?

Reporting directly to Asia Finance Shared Services Team Leader, the Financial Senior Analyst is primarily accountable for daily operations, month-end tasks such as booking of period-end close entries and ensuring all entries are posted before the General Ledger is closed.

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

  • Bachelor Degree in Accounting or Finance or any related field
  • Minimum of 3 years of related work experience
  • Extensive experience in account analysis and reconciliation
  • Proficiency in MS Office specifically in MS Excel
  • Strong interpersonal and English (written and verbal) communication skills
  • Ability to work independently, self-motivated, resourceful, and a team-player


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 stakeholders and has a positive social and environmental impact.

General Accountability: 

The role is accountable for the migration of financial processes within Asia territories as part of the Asia Finance Transformation project within Manulife Business Processing Services (“MBPS”) and for the maintenance of trust with our customers.  

Role and Responsibilities: 

Accounting and Reporting 

The job holder will be allocated with Finance processes not limited to: 

  • Operations – finance operations transactional in nature but has financial impact (e.g. Invoicing, Credit Card Refund, Daily Matching of Premium) 
  • Accounting Operations – responsible in preparing, uploading of Journal Entry to facilitate month-end closing activities. Reconciliation of accounts and balance sheet items for regulatory requirements 
  • Reconciliation - performs reconciliation such as Bank Reconciliation, Intercompany Reconciliation and System reconciliation to ensure completeness and correctness of financial information for the month 
  • Management Reporting – to support needs of different internal or external parties.  

Quality Analyst/Reviewer 

The job holder will be given processes that will be subject to his/her review on top of his/her daily, monthly production work. It will be part of her responsibility to monitor junior team members work, ensure error-free submission and be accountable for the processes subject to his/her review. 

  • Ensure that all processes/deliverables for the day have undergone internal review process prior to BU submission 
  • Follow the quality checklist as documented during migration. Ensure that all team members adhere to the signed of process documentation.  
  • Assist the leader in providing root cause analysis and action items for incidents encountered during the month.  

Trainer 

The job holder is responsible to train junior team members of the processes already migrated. Ensure complete transfer of knowledge through theoretical training, reverse shadowing, and guide the team members from parallel run to go-live.  

  • Serve as the go-to person of the specific location in terms of the knowledge of the processes 
  • Create training plan for new joiners 
  • Assist the leader in task allocation and ensuring that all members are well trained and efficient enough to handle live production 
  • Provide timely feedback on team members for the perusal of the leader 
  • Provide coaching and additional training for items that needs further clarification prior to raising to the BU.  

Point-of-Contact 

Reporting directly to Asia Finance Controllers – SSC, Team Leader, the Senior Finance Analyst is primarily accountable for general accounting and reporting through timely and accurate service delivery.  

  • Assist the leader and the project team in identifying processes that can be migrated in MBPS. Assess based on migration criteria and provide feedbacks and inputs as necessary.  
  • Assist the leader in providing updates in the migration. 
  • Serve as the contact person of the project team in getting regular updates, challenges encountered, results monitoring of the parallel run  
  • Learn the processes to be migrated and provide timely process documentation following the standard MBPS format as aligned with the Control Tower. 
  • Serve as the business unit point of contact for any process issues or task specific queries. 

Automation Champion 

The job holder is responsible in driving automation initiatives on processes handled by his/her assigned Business unit with the goal of improving accuracy and overall cost efficiency of the team. 

  • Propose automation for tasks assigned and  
  • Support junior members on their automation initiatives. 
  • Coordinate with Business Developers on status of automation projects. 
  • Lead User Acceptance Testing and report result to Team Leader. 

Qualifications: 

  • 5+ years of working experience with progressive responsibility within the Accounting and management reporting field at least 3 of which is with an international organization or Shared Service Center. 
  • CPA with university degree in accounting, finance, or financial management. 
  • Excellent analytical and problem-solving skills. 
  • Ability to work in ambiguous environment and adapt to change while managing time and workload with aggressive timelines. 
  • Preferably with process migration background 
  • Strong interpersonal skills and ability to work effectively across cultures. Excellent English written and verbal communication skills. 
  • Intermediate to Advanced knowledge of Excel (i.e. mastery of excel formulas and pivot tables is a must; VBA is a plus). Proficient in MS Office suite including Outlook, Word, Power Point.
  • Willing to work on dayshift and overtime may be required to meet business deadlines. 

This Job Description is intended to describe the general nature and level of the work being performed. It is not intended to be a comprehensive list of all responsibilities, duties and skills required for this role. 

Competencies: 

  • Excellent analytical, research and problem-solving skills 
  • Comprehensive knowledge in expenses management, payment systems and operations 
  • Solid interpersonal skills to interact with, establish relationships with the international business units.  
  • Makes decisions in the absence of rules and /or in complex situations 
  • Strong time management skills with the ability to be flexible to changing environments.
  • Ability to work independently and willing to collaborate with other team members.

Challenges: 

Training junior members of the team on migrated tasks and handling review function to ensure the team’s overall accuracy and timeliness. 

Delivery of financial reports and analyses under tight deadlines. 

Create and continuously develop more effective controls to ensure accuracy of reports and cost efficiency. 

Position Dimensions (Organizational Impact): 

  • The Senior Financial Analyst role is primary responsible in driving migration projects through accurate and timely reporting. 

Candidates should be willing to report in Diliman, Quezon City 

Candidates should be willing to report in a morning shift 

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

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 [email protected].

Working Arrangement

Hybrid