The Global Wealth & Asset Management (GWAM) FP&A team delivers accurate, timely, and relevant reporting and analysis to stakeholders across business units, Group Finance, Investor Relations, and senior leadership. The team is also advancing a modernization agenda, upgrading and centralizing its delivery model and driving process improvements through new tools and capabilities (e.g., Anaplan, Power BI, data platforms).

The Manager, GWAM FP&A Transformation & Reporting will lead GWAM FP&A’s internal transformation efforts (focused on enablement through Anaplan and related analytics tools and helping team’s planning/forecasting/reporting processes), while also providing hands-on support for BAU management reporting and insights.

Position Responsibilities:

A) FP&A Transformation Leadership (Anaplan / Reporting Enablement)

• Lead GWAM FP&A’s transformation workstream for planning, forecasting, and management reporting improvements—assessing current state processes, identifying gaps, and defining future-state improvements enabled by tools such as Anaplan and Power BI.

• Act as a liaison between GWAM FP&A business users and development partners (e.g., Anaplan/Power BI COEs), ensuring requirements are understood, prioritized, and translated into build-ready artifacts.

• Elicit and document business and data requirements; prioritize them based on urgency/complexity and align to delivery timelines.

• Produce clear design documentation, such as:

  • user experience mockups / report wireframes
  • calculation logic and assumptions
  • data/process flow diagrams and controls
  • testing scenarios and acceptance criteria

• Coordinate testing (initial capability testing and UAT), manage defect triage, and support release readiness and cutover activities.

• Facilitate go-live and stabilization, including initial user support and quick-turn fixes during the hypercare period.

• Deliver training and enablement for end-users and BAU “superusers,” and provide guidance to administrators on ongoing maintenance/administrative tasks.

• Identify and implement opportunities to standardize and streamline processes, improve data quality, reduce manual steps, and strengthen governance/control points.

B) BAU Management Reporting, Insights & Executive Storytelling

• Produce and/or oversee high-quality monthly/quarterly reporting, dashboards, and presentations for BU and senior leadership—ensuring timeliness, accuracy, and strong “storyline.”
• Consolidate, analyze, and synthesize complex financial and non-financial information across multiple sources and stakeholders.
• Provide value-add insights, trends, and recommendations, including supporting development of new metrics, KPIs, and decision-support analyses.
• Contribute financial “proof points” to strategy and business-led discussions, ensuring outputs are underpinned by integrity, alignment, and consistency in look/feel.
• Backfill/reporting support during vacations and peak periods, handling ad-hoc requests and urgent deliverables while maintaining quality and controls.

C) Stakeholder Leadership & Continuous Improvement

• Build strong relationships with FP&A partners, BU finance teams, and cross-functional stakeholders by understanding needs, constraints, and business priorities.
• Serve as a GWAM FP&A point person/SME for selected initiatives; coach teammates through new processes, tools, and reporting standards.
• Lead ongoing improvements—exploring and implementing solutions to enhance reporting, analysis, and process efficiency.

Key Success Measures (What “Good” Looks Like in 12 Months)

• Delivered prioritized Anaplan/Power BI enhancements for GWAM FP&A with clear requirements, strong adoption, and reduced manual reporting effort.
• Improved process efficiency and consistency (standardized templates, clearer KPI definitions, stronger governance).
• Maintained (or improved) BAU reporting quality and timeliness, including smooth coverage through vacations/peaks.

Required Qualifications:

• Undergraduate degree in Accounting/Finance (or related discipline such as finance, business management, statistics).
• 6–8 years of progressive experience in FP&A / finance (wealth & asset management exposure is an asset).
• Demonstrated ability to analyze and improve end-to-end processes, translate business needs into clear requirements, and deliver practical solutions in partnership with technical teams.
• Strong analytical skills, critical thinking, and attention to detail; ability to manage multiple priorities under tight timelines.
• Advanced Excel and PowerPoint skills; experience with executive-level deck production and succinct communication.
• Strong stakeholder management skills, customer focus, and a track record of delivering quality outcomes.

Preferred Qualifications:

• Professional accounting designation (CPA/CMA/CGA/CA) preferred.
• Experience with Anaplan and/or Power BI (plus Alteryx or related automation/analytics tools).
• Experience developing/validating financial models and identifying risks/opportunities.
• Familiarity with financial systems (e.g., Essbase/ledger tools) is an asset.

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.

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 Opportunity 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 hr@manulife.com .

Referenced Salary Location

Toronto, 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 hr@manulife.com 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 hr@manulife.com 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 .