Manulife Financial Corporation

Planning Manager

Manulife Financial Corporation$107K — $199K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of industry experience
  • 5+ years in financial and business planning roles
  • Advanced MS PowerPoint and Excel skills (pivot tables and macros)
  • Experience with large datasets and tools like Power BI
  • Strong financial planning experience in IT
  • Strong analytical and critical thinking skills
  • Proven ability to influence stakeholders and collaborate across teams

Responsibilities

  • Analyze financial performance and advise on strategic improvements
  • Assess risks and opportunities across technology teams
  • Lead budgeting and forecasting processes
  • Evaluate department spending and identify cost-efficiency opportunities
  • Develop business cases for project planning and manage any changes
  • Implement cost controls and optimize spending with Expense Management
  • Collaborate with HR for headcount planning aligned to strategies

Benefits

  • Empowerment to learn and grow in your career
  • Flexible work environment prioritizing well-being and inclusion
  • Support from a global team to shape your future
  • Comprehensive health, dental, and mental health benefits
  • Short- and long-term disability and life insurance coverage
  • Retirement plans with employer matching contributions
  • Generous paid time off including vacation and statutory leaves
Full Job Description
Planning Manager provides oversight and guidance on the financial operations of Infrastructure and budget management to ensure cost-efficiency and financial transparency within Manulife's infrastructure spend.

Work location: Waterloo - Canada or Toronto - Canada or Boston - USA

Work arrangement: Hybrid - 3 days in office, 2 days from Home.

Remote working option is not available.

Position Responsibilities:
  • On a day-to-day basis you will be involved in the following:
  • Utilize a data-driven approach to analyze team financial performance and advise on tactical strategies to improve financial predictability and minimize variance
  • Provide analysis of financial results and assess risks and opportunities across individual technology teams and at a consolidated level
  • Play a key role in budgeting and forecasting processes
  • Develop a consistent approach to assessing department run rate, projected spend, and cost and efficiency opportunities in partnership with Finance
  • Support Book of Work planning by developing business cases, tracking changes, and managing plan variances
  • Establish cost controls through best practices in partnership with the Expense Management team and identify opportunities to improve transparency and optimize spend
  • Partner with tower leads on forecasting new agreements that affect segment chargeback models
  • Partner with the HR team on headcount planning that aligns with org charts, financial plans, and team strategy
  • Contribute to a culture that encourages transparency, inclusivity and innovation


Required Qualifications:
  • At least 8 years Industry experience
  • Minimum 5+ years of experience in Financial and Business Planning roles
  • Advanced proficiency in MS PowerPoint and Excel (pivot tables and macros)
  • Must have experience working with large datasets using tools such as Power BI, with the agility to quickly learn and adapt to new data platforms and technologies
  • Strong Financial Planning experience in IT is required
  • Strong critical thinking and analytical skills
  • Proven ability to advise executives and senior leaders on business and financial matters, influence stakeholders, and collaborate across teams on complex work
  • Ability to lead change, align teams around a shared vision, and drive timely execution
  • Flexible to work off-regular hours to meet delivery timelines in certain situations
  • Proven ability to think strategically, learn quickly, solve problems, and apply creativity
  • Exceptional skills at building relationships and collaborating with others
  • Experience working with vendor agreements and statements of work (SOWs)


Preferred Qualifications:
  • Bachelor's degree or Diploma in a related field.


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.


Salary range for hiring in Boston, MA-USA: $107,450 USD - $153,500 USD (mid-point) - $199,550 USD

The role being advertised is an existing vacancy.

Referenced Salary Location
Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between
$92,900.00 CAD - $142,900.00 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 [redacted] 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 [redacted] for more information about U.S.-specific paid time off provisions.

About Manulife Financial Corporation

John Hancock's core retail products in the U.S. focus on providing financial solutions at every stage of our clients' lives. Our product suite includes life insurance, mutual funds, 401(k) plans, long-term care (LTC) insurance, and annuities. We distribute our products primarily through licensed financial advisors, and through John Hancock Financial Network, a national network of independent firms.

Manulife Financial Corporation Careers

Join the dynamic team at Manulife Financial Corporation, a leading global financial services group dedicated to helping people make their decisions easier and lives better. With a presence in more than 20 countries, Manulife offers a diverse range of job opportunities that empower professional growth and innovation in the financial sector. Work You’ll Do At Manulife, every position contributes to our inclusive culture of diversity, leadership, and innovation. We are committed to fostering a workplace where every team member feels valued and has the opportunity for personal and professional growth. Join us to be part of a company that values your skills and passion. Explore a Wealth of Opportunities Whether you're seeking your first internship or a seasoned professional aiming to advance your career, Manulife offers a spectrum of career paths ranging from finance and marketing to technology and customer service. Our job opportunities are designed to enhance your skills through robust training programs and hands-on experience in a supportive environment. Innovate with Us Drive transformation in the financial services industry with Manulife’s commitment to technology and innovation. Work alongside over 34,000 professionals globally, leveraging cutting-edge tools and processes that redefine how financial services are delivered. Be Part of a Great Team Manulife’s team-oriented approach ensures that everyone’s voice is heard and valued. Collaborate with talented professionals from diverse backgrounds to develop solutions that improve the lives of our customers. Enjoy the benefits of a global company that supports your ambitions with resources and opportunities to lead and innovate. Future-Proof Your Career Manulife supports your career journey with continuous learning and development opportunities. From leadership training to networking events, we provide the tools to succeed and the platforms to showcase your achievements. Our commitment to career growth ensures that your journey with us will be rewarding and impactful. Stay Connected Join Our Team Discover the range of job opportunities at Manulife by exploring open positions that match your skills and interests. We are always on the lookout for curious, driven, and innovative team players who are ready to make a difference. Keep Up to Date Stay informed with the latest company news, career tips, and industry insights—all from the people who work here. Manulife is dedicated to providing you with the resources to thrive in your career. Job Alert Emails Customize your experience by subscribing to receive job alerts and insider information tailored to your preferences. Learn about exciting and rewarding opportunities as they arise and how you can be a part of our transformative team. Join Manulife Financial Corporation today and be part of a leading company where your career is as rewarding as it is impactful. Explore how far your talents can take you in an environment built on respect, integrity, and a desire to achieve the best outcomes for our clients and our team.
Learn more about Manulife Financial Corporation
Size
38,000 employees
Market Cap
$33.4 billion
Industry
Founded
1887
5 Year Trend
+1%
NASDAQ

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