The Director, FP&A; Transformation is accountable for leading the delivery and execution of initiatives under the Global FP&A; transformation program. This role drives process optimization, systems implementation and enablement (e.g., Anaplan), data governance, and operating model transformation to support scalable, insight-driven decision-making.

Reporting to the AVP, FP&A; Transformation, the role encompasses project delivery, business analysis, and FP&A; technology implementation. The Director will partner closely with FP&A; teams, the Global Finance Anaplan CoE, Global Functions Technology, Global Data teams, and Global Shared Services to deliver strategic improvements aligned with the broader Finance Strategy and Enablement agenda.

Position Responsibilities

FP&A; Transformation Initiative Delivery

- Lead end-to-end delivery of transformation initiatives, implementation and optimization of planning tools and drive standardization and automation of planning, forecasting, and reporting processes
- Oversee ongoing enhancement, change request and support of the assigned initiatives and communication of updates to partners
- Partner with the Group Functions Technology & Group Data Office teams in IT to demonstrate best practices for sharing expense data/reporting globally
- Manage project deliverables, roadmap, owners and status for the various transformation initiatives
- Collaborate with business partners on project and/or business needs, finding opportunities for operational efficiency and effectiveness through global standardization and automation
- Create and maintain thorough and accurate documentation of procedures for control and training
- Drive robust FP&A; data governance to elevate data quality, consistency, accessibility, and ensure full compliance with regulatory standards

Stakeholder Engagement

- Lead and execute stakeholder engagement strategy across Finance, Business, and Technology teams to support FP&A; transformation objectives
- Build strong relationships with executive sponsors, Segment/BU FP&A; business partner, and key stakeholders to drive alignment, and decision-making
- Establish feedback loops and champion networks to capture insights, address resistance, and ensure sustainable adoption of new FP&A; processes and systems

Change Management & Adoption

- Drive change management and user adoption through targeted communication, training, and stakeholder-specific messaging
- Develop training programs and communication plans to support user adoption
- Champion a data-driven culture within Finance

Required Qualifications

- University degree in Finance, Accounting, or related field (MBA/CPA preferred)
- 10+ years of experience in Finance Transformation, Business Analysis, Project Management, or Consulting
- Proven track record delivering large-scale finance transformation programs in Asset and Wealth Management and Insurance
- Demonstrate strong analytical, communication, and problem-solving capabilities, with proficiency in FP&A; tools (e.g., Anaplan, Power BI, Alteryx preferred)



and a results-driven, detail-oriented approach.
- Strong understanding of financial planning processes (budgeting, forecasting, scenario planning, what-if analysis)
- Experience in working in a broad Matrix organization, listening and using influence to make an impact
- Proven track record and positive reputation to influence others and move toward a common vision or goal, within and/or beyond their business area

Preferred Qualifications

- 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.
- Experience working across multiple geographies and time zones. Strong interpersonal skills and ability to work effectively across cultures, geographies and senior leadership. Excellent English written and verbal communication skills
- Sound operations management acumen with a solid understanding of the business environment through practical experience
- Innovative thinker with the ability to negotiate, influence and challenge the status quo to continuously improve processes
- Highly organized with an ability to work in a fast-paced, multi stakeholder environment and manage multiple priorities
- Exhibit adaptability, curiosity, and a continuous improvement mindset, balancing multiple priorities while delivering innovative, business-focused FP&A; solutions
- Experience with AI/advanced analytics (e.g., predictive forecasting, machine learning models, or AI-enabled planning tools) to enhance FP&A; insights and decision-making
- A strong interest in staying updated with the latest technology trends and innovations

When you join our team

- 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

The role being advertised is an existing vacancy.

マニュライフとジョン・ハンコックについて

マニュライフファイナンシャルコーポレーションは、“あなたの未来に、わかりやすさを”を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/をご覧ください。

マニュライフは機会均等を是とする雇用主です





マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 [email protected] までご連絡をお願いします。

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

ハイブリッド勤務

Salary range is expected to be between

$118,300.00 CAD - $168,300.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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.

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

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 advantages, 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 [email protected] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

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📌 Director, FP&A Transformation (Ottawa)
🏢 Manulife Financial
📍 Ottawa