Position Responsibilities- Reporting to the Director of financial reporting, the Senior Financial Analyst will be responsible for.
- Prepare and analyze annual and interim financial statements for investment funds in accordance with IFRS, NI 81-106 and G2 CLHIA guidelines; ensuring completeness and accuracy within tight deadlines.
- Compile and maintain supporting documentation to substantiate financial disclosures and audit requirements.
- Identify and resolve errors, omissions, and inconsistencies in financial data.
- Prepare journal entries with comprehensive qualitative and quantitative support.
- Maintain a strong understanding of control frameworks and associated risks to ensure data integrity and compliance.
- Conduct annual reviews and updates of process documentation to reflect current practices and regulatory changes.
- Provide recommendations for process and system improvements, driving efficiency and standardization.
- Serve as a subject matter expert in financial reporting for investment division projects, offering insights and guidance on accounting implications.
- Stay current with accounting standards and regulatory frameworks, including IFRS, IFIC, NI 81-106, CLHIA G2, and OSFI requirements.
- Interpret and summarize accounting guidelines to support decision-making and ensure compliance.
- Prepare and deliver data and reports for corporate-level segregated funds reporting, ensuring accuracy and relevance.
- Contribute to the team's strategic objectives by aligning financial reporting practices with organizational goals.
- Champion a culture of innovation by consistently seeking new ways to improve financial reporting processes, tools, and methodologies.
- Think outside the box to identify unconventional solutions that enhance efficiency, accuracy, and stakeholder value.
- Challenge the status quo by questioning legacy practices and proposing forward-thinking alternatives aligned with industry best practices.
- Actively contribute to a mindset of continuous improvement, encouraging experimentation, learning, and adaptability in the face of change.
- Collaborate effectively with stakeholders within and outside the division, fostering alignment and transparency.
- Participate actively in team projects, contributing to shared goals and promoting a positive, inclusive work environment.
- Work independently with external auditors on assigned tasks, facilitating the audit of financial statements and resolving queries efficiently.
Required Qualifications- Over 5 years of exposure in preparing audited financial statements and managing investment fund operations, with a strong understanding of regulatory requirements.
- CPA designation, demonstrating a solid foundation in accounting principles and professional standards.
- Deep interest in the investment industry, with a growing understanding of fund structures and market dynamics.
- Advanced proficiency in Microsoft Excel, PowerApps, and automation tools.
- Proven track record of driving operational efficiencies and implementing robust financial controls.
- Demonstrates strong analytical thinking and curiosity to deeply understand operational challenges and constraints.
- Operates independently with sound judgment, while remaining aligned with team goals and collaborative priorities.
- Communicates ideas and recommendations clearly and persuasively, with sensitivity to stakeholder perspectives.
- Maintains a high level of efficiency and consistently meets deadlines, even in fast-paced environments.
- Shows flexibility and commitment by adapting to peak periods and contributing extra effort when needed.
Preferred Qualifications- Familiarity with fund accounting systems such as FundSuite ARC and MPower is a strong asset.
- Prior audit experience is a plus, contributing to a strong compliance and risk management mindset.
- Bilingualism in French is an asset, enhancing communication in a national context.
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.
Referenced Salary LocationMontreal, Quebec
Working ArrangementHybrid
Salary range is expected to be between$71,475.00 CAD - $119,125.00 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.
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.
