Senior Financial Analyst

Job summary

The Senior Financial Analyst is responsible for preparing and analyzing annual and interim financial statements for investment funds while ensuring compliance with IFRS and regulatory guidelines. They will also identify and resolve financial data inconsistencies, maintain control frameworks, and drive process improvements through automation and innovation.

Job details

Manulife's Investment Division runs the Company’s General Fund on-balance sheet assets (GA) and through Manulife Investment Management, handles assets for clients and investment funds in markets around the world. The division manages a broad range of investments including public and private bonds, public and private equities, mortgages, real estate, oil and gas, infrastructure, timberland, farmland and asset allocation strategies. The division has a physical presence in key international financial centres, including Canada, the United States, Hong Kong, Japan, the United Kingdom, Australia and throughout South-East Asia. We are a dynamic and forward-thinking team that thrives on innovation and collaboration. Every member of our team contributes to a supportive environment where we celebrate achievements and take pride in the impact we make together. At Manulife, our values are the foundation of everything we do. We are driven by a deep commitment to our customers (“Obsess about customers”), empowered by collaboration (“Get it done together”), and anchored in accountability (“Own it”). We lead with empathy and integrity (“Share your humanity” and “Do the right thing”), while continuously challenging the status quo to drive bold, forward-thinking solutions (“Think big”). These principles shape our culture, guide our decisions, and inspire us to make a meaningful impact every day. 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. 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 Montreal, Quebec Working Arrangement Hybrid 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 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.

What you’ll do

The Senior Financial Analyst is responsible for preparing and analyzing annual and interim financial statements for investment funds while ensuring compliance with IFRS and regulatory guidelines. They will also identify and resolve financial data inconsistencies, maintain control frameworks, and drive process improvements through automation and innovation.

Requirements

Candidates must possess a CPA designation and over 5 years of experience in preparing audited financial statements and managing investment fund operations. Proficiency in Microsoft Excel, PowerApps, and a strong understanding of regulatory frameworks like IFRS and NI 81-106 are required.

Benefits

• Health insurance
• Dental insurance
• Mental health support
• Vision insurance
• Short-term disability
• Long-term disability
• Life insurance
• AD&D insurance
• Adoption/surrogacy benefits
• Wellness benefits
• Employee/family assistance plans
• Retirement savings plans
• Pension
• Global share ownership plan
• Financial education and counseling
• Paid time off

Listed skills

• Financial Reporting · Preferred
• Microsoft Excel · Preferred
• Risk Management · Preferred
• Process Improvement · Preferred
• Regulatory Compliance · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial reporting
• IFRS
• NI 81-106
• CLHIA G2
• Audit support
• Financial statement preparation
• Investment fund operations
• Microsoft Excel
• PowerApps
• Automation tools
• Data integrity
• Risk management
• Process improvement
• Analytical thinking
• Regulatory compliance
• Stakeholder management
• Communication
• Operations
• Risk Management
• Strategic Objectives
• Curiosity
• Decision Making
• Innovation
• Investments
• Continuous Improvement Process
• Regulatory Frameworks
• Adaptability
• French Language
• Accountability
• Oil and Gas
• Financial Data
• Investment Management
• Auditing
• Real Estate
• Automation
• International Finance
• Private Equity
• Certified Public Accountant
• Ability To Meet Deadlines
• Mortgage Loans
• External Auditing
• Time Off Management
• Financial Analysis
• Data Integrity
• Mental Health
• Analytical Thinking
• Empathy
• Information Gathering
• Financial Controls
• Financial Statements

Job areas

• Finance & Accounting
• Management & Leadership
• Data & Analytics
• Financial Analyst
• Financial Analyst (General)
• Financial Analysts
• Financial and Investment Analysts

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