The Senior Financial Analyst, Statutory Reporting role is responsible for NAIC related regulatory reporting, and Manulife/John Hancock's compliance with NAIC regulations for insurers. This opportunity will require you to focus on a critical accounting basis for all US based insurance companies to ensure that our organization is well placed to adhere to the NAIC's accounting and reporting mandates.
Position Responsibilities: - Prepare monthly/quarterly/annual reporting statements for the NAIC, downstream business users, and varied internal business partners. Liaise with several Manulife/John Hancock internal customers including Risk Based Capital analysts, US Finance, US Tax, and varied business units.
- Responsible to work with both internal and external auditors to field questions, provide insights, and adhere to Model Audit Rule requirements.
- Ensure that the Securities Valuation Office of the NAIC requirements are met when it comes to the filing of new investment agreements as well as comply with the monthly Asset Valuation process.
- Determine the NAIC report part codes to newly acquired securities. Coordinate with front and middle offices to acquire the details of the securities
- Ensure adherence to the NAIC Accounting Practices and Procedures Manual requirements.
Required Qualifications:- 5+ years experience working in investment accounting and knowledge of various financial products.
- Strong analytical skills with a keen attention to detail.
- Experience with varied software tools such as Microsoft Office (Excel focused), Power BI, etc..
- University or advanced degree
Preferred Qualifications:- Recognized professional designation such as CFA, CA, CPA, etc.
- Substantial experience in insurance financial reporting and regulatory compliance.
- Experience with the SimCorp Dimension accounting platform.
- Experience with Hyperion Essbase and other data/accounting tools.
- Familiarity with NAIC regulations.
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.
#LI-Hybrid
The role being advertised is an existing vacancy.
Referenced Salary LocationToronto, Ontario
Working ArrangementHybrid
Salary range is expected to be between$73,725.00 CAD - $122,875.00 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.
