Head of FP&A, GWAM

Manulife • Boston, MA

1d • Hybrid

About The Position

The Opportunity The Vice President, Financial Planning & Analysis and Expenses is a trusted strategic advisor to the Global Wealth and Asset Management (GWAM) leadership team. The role is accountable for financial planning, forecasting, management reporting, expense leadership, and performance insight that enables informed, forward‑looking decision‑making across the business. The VP owns the articulation of the global financial story for GWAM—translating complex financial and operational results into clear narratives for executive leadership, investors, and external stakeholders. The role also provides financial leadership for strategic investments, and large‑scale transformation initiatives, while defining and delivering a modern, digitally enabled FP&A operating model. As a member of the GWAM Finance Leadership Team, the VP leads a global FP&A organization and partners closely with Business Unit Finance, Strategy, Investor Relations, Treasury, Group Finance, and senior executives across the enterprise. Position Responsibilities: Financial Leadership & Business Partnership Provide high‑quality, forward‑looking financial analysis and insight to articulate the consolidated GWAM and business unit performance story. Act as a trusted financial advisor to the GWAM CFO, Global WAM leadership, business unit finance heads, Strategy, Investor Relations, Treasury, and Group Finance. Serve as FP&A and Expense subject matter expert for GWAM across enterprise‑wide strategic initiatives, offering business‑specific perspectives and recommendations. Support Global WAM and Corporate Strategy teams by researching, validating, and synthesizing complex financial and non‑financial data to inform strategic decisions. Planning, Forecasting & Performance Management Lead the end‑to-end annual planning, forecast, and long‑range planning processes across Global WAM, establishing clear guidance, governance, timelines, and deliverables. Drive forward‑looking, driver‑based planning, including scenario and sensitivity analysis, to inform capital allocation, investment decisions, and strategic priorities. Oversee ongoing performance management through robust financial and non-financial KPIs, proactively identifying risks, opportunities, and actions to support delivery of business objectives. Establish consistent methodologies, assumptions, and standards across planning, forecasting, and reporting activities globally. Management & External Reporting Own the delivery of timely, accurate monthly management reporting, including preparation of materials for the Global WAM CFO, Group Finance, GWAM Leadership Team, and Executive Leadership Team. Establish and lead clear, consistent financial messaging and narratives for quarterly and annual internal and external disclosures, including reports to shareholders, earnings releases, analyst materials, and executive presentations. Expense Management & Operational Excellence Provide executive leadership over expense management, productivity, and resource allocation, ensuring cost discipline is aligned with strategic priorities, growth objectives, and value creation. Partner with business and finance leaders to identify efficiency opportunities, track productivity outcomes, and support trade‑off decisions across investments and operating costs. Enhance transparency and accountability for expenses and headcount through clear governance, metrics, and analytical insight. Develop and execute a strategy to standardize, streamline, automate, and digitize FP&A and expense management processes, driving efficiency and scalability. Establish and enhance best practices in financial governance, policies, processes, and controls. Strategic Initiatives & Transformation Act as the financial lead for large‑scale business and finance transformation initiatives. Provide thought leadership to continuously evolve the FP&A function toward best‑in‑class capabilities aligned with a digital and customer‑centric organization. Leadership & People Development Lead, develop, and inspire a high‑performing global FP&A team, fostering strong engagement, collaboration, innovation, and professional growth. Effectively manage and influence teams across a complex, matrixed environment through strong relationships, credibility, and inclusive leadership. Balance competing priorities and stakeholder expectations while maintaining high standards for quality, timeliness, and impact. Role model organizational values and leadership behaviors, cultivating a culture of accountability, continuous improvement, and excellence. Partner closely with Investor Relations, Group Finance Reporting, Treasury, and Communications to coordinate requirements, deliverables, and messaging related to GWAM performance.

Requirements

• Approximately 15+ years of progressive experience in senior finance roles, preferably within wealth and asset management or related financial services.
• Deep understanding of global wealth and asset management markets, products, competitors, and economic drivers.
• Strong business acumen with the ability to synthesize complex information and articulate clear, strategic insights to executive audiences.
• Proven change leader with demonstrated success driving transformation, process improvement, and advanced FP&A capabilities.
• Exceptional written, verbal, and presentation skills, with the ability to tailor messaging for senior executives, investors, analysts, and non‑technical audiences.
• Highly developed influencing, negotiation, and stakeholder‑management skills in a global, matrixed environment.
• CA, CPA, or equivalent professional accounting designation required

Nice To Haves

• MBA, CFA, or similar advanced designation considered an asset.

Responsibilities

• Financial Leadership & Business Partnership Provide high‑quality, forward‑looking financial analysis and insight to articulate the consolidated GWAM and business unit performance story.
• Act as a trusted financial advisor to the GWAM CFO, Global WAM leadership, business unit finance heads, Strategy, Investor Relations, Treasury, and Group Finance.
• Serve as FP&A and Expense subject matter expert for GWAM across enterprise‑wide strategic initiatives, offering business‑specific perspectives and recommendations.
• Support Global WAM and Corporate Strategy teams by researching, validating, and synthesizing complex financial and non‑financial data to inform strategic decisions.
• Planning, Forecasting & Performance Management Lead the end‑to-end annual planning, forecast, and long‑range planning processes across Global WAM, establishing clear guidance, governance, timelines, and deliverables.
• Drive forward‑looking, driver‑based planning, including scenario and sensitivity analysis, to inform capital allocation, investment decisions, and strategic priorities.
• Oversee ongoing performance management through robust financial and non-financial KPIs, proactively identifying risks, opportunities, and actions to support delivery of business objectives.
• Establish consistent methodologies, assumptions, and standards across planning, forecasting, and reporting activities globally.
• Management & External Reporting Own the delivery of timely, accurate monthly management reporting, including preparation of materials for the Global WAM CFO, Group Finance, GWAM Leadership Team, and Executive Leadership Team.
• Establish and lead clear, consistent financial messaging and narratives for quarterly and annual internal and external disclosures, including reports to shareholders, earnings releases, analyst materials, and executive presentations.
• Expense Management & Operational Excellence Provide executive leadership over expense management, productivity, and resource allocation, ensuring cost discipline is aligned with strategic priorities, growth objectives, and value creation.
• Partner with business and finance leaders to identify efficiency opportunities, track productivity outcomes, and support trade‑off decisions across investments and operating costs.
• Enhance transparency and accountability for expenses and headcount through clear governance, metrics, and analytical insight.
• Develop and execute a strategy to standardize, streamline, automate, and digitize FP&A and expense management processes, driving efficiency and scalability.
• Establish and enhance best practices in financial governance, policies, processes, and controls.
• Strategic Initiatives & Transformation Act as the financial lead for large‑scale business and finance transformation initiatives.
• Provide thought leadership to continuously evolve the FP&A function toward best‑in‑class capabilities aligned with a digital and customer‑centric organization.
• Leadership & People Development Lead, develop, and inspire a high‑performing global FP&A team, fostering strong engagement, collaboration, innovation, and professional growth.
• Effectively manage and influence teams across a complex, matrixed environment through strong relationships, credibility, and inclusive leadership.
• Balance competing priorities and stakeholder expectations while maintaining high standards for quality, timeliness, and impact.
• Role model organizational values and leadership behaviors, cultivating a culture of accountability, continuous improvement, and excellence.
• Partner closely with Investor Relations, Group Finance Reporting, Treasury, and Communications to coordinate requirements, deliverables, and messaging related to GWAM performance.

Benefits

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed