Manager, FP&A - Public Markets & CQS (Waterloo)

Manager, FP&A - Public Markets & CQS (Waterloo)

15 Sep
|
Manulife
|
Waterloo

15 Sep

Manulife

Waterloo

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.

Position 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

Required Qualifications:

- 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.

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.
- 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

Key Challenges:

- Meet tight deadlines despite changing requirements and multiple competing priorities.
- Attention to detail and diligence in reporting to internal users and senior management.
- Develop processes to support accurate reporting from multiple information sources for a complex business.
- Develop customized analysis and reporting deliverables to meet diverse requirements of sophisticated clients.

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 setting 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

If you are applying to this role in Massachusetts, please note the salary range is $92,475 - $160,290 USD. Additionally, employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The role being advertised is an existing vacancy.

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 Chance 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].

Referenced Salary Location

Toronto, OntarioWorking Arrangement

HybridSalary range is expected to be between

$92,900.00 CAD - $142,900.00 CADEmployees 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 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 [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.

📌 Manager, FP&A - Public Markets & CQS (Waterloo)
🏢 Manulife
📍 Waterloo

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