Manager, FP&A - Public Markets & CQS

Manulife • Waterloo, ON

1d • CA$92,900 - CA$142,900 • Hybrid

About The Position

Manulife’s Wealth and Asset Management (WAM) business operates across Canada, the U.S., and Asia, serving retail, retirement, and institutional clients through a diverse portfolio of investment and retirement solutions. As part of Manulife’s strategy to strengthen and integrate its global WAM platform, the Financial Analysis & Advisory team provides strategic financial guidance to support business objectives and drive informed decision-making. The team leads performance management, financial planning and forecasting, profitability analysis, competitive benchmarking, and other analytical insights that help optimize business outcomes and support long-term growth. Reporting to the Head, FP&A & Expenses – Public Markets & CQS, the Manager, FP&A-Public Markets & CQS will be accountable for developing and producing high quality and insightful management & financial reporting, coordination & support of financial forecasting & planning requirements, liaison with business & functional stakeholders and ad hoc analyses.

Requirements

• University Business Degree and CPA, CA or MBA (specialization in accounting or Finance) designation.
• 5+ years of progressive experience in accounting, financial services and/or consulting firm with experience in the public investment management industry reporting would be an asset
• Strong attention to detail and aptitude for learning.
• Motivated to work under tight monthly and quarterly reporting deadlines while managing multiple projects and deliverables.
• Ability to effectively liaise with different business units and supporting functions.
• Well organized and with high level of energy and initiative to perform in a fast paced and challenging environment.
• Good presentation and business writing skills required to interact with senior management.

Nice To Haves

• Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.
• Advanced level of proficiency in financial reporting tools (Anaplan, Smartview (1STOP/1EXP/1KFM), Infor) and MS office tools (e.g. Excel, Word and PowerPoint to develop reports, documents and presentations); knowledge of cost centres a strong plus

Responsibilities

• Preparation and coordination of management reporting deliverables for the Public Markets’ & CQS senior management team and other key stakeholders.
• Forecasting, analysis and support for Public Markets and CQS earnings (Revenues & Expenses) by region and asset class
• Analysis of KPIs and other analytics for all Public Market desks and CQS asset classes.
• Commentary on key performance metrics, variances, special projects and other significant events/transactions.
• Coordination and analysis for the annual Public Markets and CQS business plans, including development of assets, revenue & expense budgets, product and model assumptions, and sensitivity testing.
• Documenting engagement models and operating procedures among internal functional and business teams.
• Develop solutions to automate existing manual processes and support transformation initiatives within Global WAM

Benefits

• 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.
• various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
• 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: Mid Level