Director, FP&A Transformation

Posted Yesterday
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4 Locations
In-Office
118K-168K Annually
Expert/Leader
Fintech • Insurance • Financial Services
The Role
Lead end-to-end FP&A transformation initiatives including planning tool implementations (Anaplan), process standardization, automation, data governance, and change management. Manage project delivery, stakeholder engagement, training, and adoption to enable scalable, insight-driven financial planning across global finance, technology, and shared services.
Summary Generated by Built In

The Director, FP&A Transformation is accountable for leading the delivery and execution of initiatives under the Global FP&A transformation program. This role drives process optimization, systems implementation and enablement (e.g., Anaplan), data governance, and operating model transformation to support scalable, insight-driven decision-making.

Reporting to the AVP, FP&A Transformation, the role encompasses project delivery, business analysis, and FP&A technology implementation. The Director will partner closely with FP&A teams, the Global Finance Anaplan CoE, Global Functions Technology, Global Data teams, and Global Shared Services to deliver strategic improvements aligned with the broader Finance Strategy and Enablement agenda.

Position Responsibilities:

FP&A Transformation Initiative Delivery:

  • Lead end-to-end delivery of transformation initiatives, implementation and optimization of planning tools and drive standardization and automation of planning, forecasting, and reporting processes

  • Oversee ongoing enhancement, change request and support of the assigned initiatives and communication of updates to partners

  • Partner with the Group Functions Technology & Group Data Office teams in IT to demonstrate best practices for sharing expense data/reporting globally

  • Manage project deliverables, roadmap, owners and status for the various transformation initiatives

  • Collaborate with business partners on project and/or business needs, finding opportunities for operational efficiency and effectiveness through global standardization and automation

  • Create and maintain thorough and accurate documentation of procedures for control and training

  • Drive robust FP&A data governance to elevate data quality, consistency, accessibility, and ensure full compliance with regulatory standards

Stakeholder Engagement:

  • Lead and execute stakeholder engagement strategy across Finance, Business, and Technology teams to support FP&A transformation objectives

  • Build strong relationships with executive sponsors, Segment/BU FP&A business partner, and key stakeholders to drive alignment, and decision-making

  • Establish feedback loops and champion networks to capture insights, address resistance, and ensure sustainable adoption of new FP&A processes and systems

Change Management & Adoption:

  • Drive change management and user adoption through targeted communication, training, and stakeholder-specific messaging

  • Develop training programs and communication plans to support user adoption

  • Champion a data-driven culture within Finance

Required Qualifications:

  • University degree in Finance, Accounting, or related field (MBA/CPA preferred)

  • 10+ years of experience in Finance Transformation, Business Analysis, Project Management, or Consulting

  • Proven track record delivering large-scale finance transformation programs in Asset and Wealth Management and Insurance

  • Demonstrate strong analytical, communication, and problem-solving capabilities, with proficiency in FP&A tools (e.g., Anaplan, Power BI, Alteryx preferred) and a results-driven, detail-oriented approach.

  • Strong understanding of financial planning processes (budgeting, forecasting, scenario planning, what-if analysis)

  • Experience in working in a broad Matrix organization, listening and using influence to make an impact

  • Proven track record and positive reputation to influence others and move toward a common vision or goal, within and/or beyond their business area

Preferred Qualifications: 

  • Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

  • Experience working across multiple geographies and time zones. Strong interpersonal skills and ability to work effectively across cultures, geographies and senior leadership. Excellent English written and verbal communication skills

  • Sound operations management acumen with a solid understanding of the business environment through practical experience

  • Innovative thinker with the ability to negotiate, influence and challenge the status quo to continuously improve processes

  • Highly organized with an ability to work in a fast-paced, multi stakeholder environment and manage multiple priorities

  • Exhibit adaptability, curiosity, and a continuous improvement mindset, balancing multiple priorities while delivering innovative, business-focused FP&A solutions

  • Experience with AI/advanced analytics (e.g., predictive forecasting, machine learning models, or AI-enabled planning tools) to enhance FP&A insights and decision-making

  • A strong interest in staying updated with the latest technology trends and innovations

​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 [email protected].

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$118,300.00 CAD - $168,300.00 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 [email protected] 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 [email protected] 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.

Skills Required

  • University degree in Finance, Accounting, or related field
  • MBA or CPA
  • 10+ years experience in Finance Transformation, Business Analysis, Project Management, or Consulting
  • Proven track record delivering large-scale finance transformation programs in Asset and Wealth Management and Insurance
  • Proficiency in FP&A tools and implementations
  • Experience with Anaplan
  • Experience with Power BI
  • Experience with Alteryx
  • Strong understanding of financial planning processes (budgeting, forecasting, scenario planning)
  • Experience working in a matrix organization and influencing stakeholders
  • Experience developing change management, training, and adoption programs
  • Bilingualism (English and French)
  • Experience with AI/advanced analytics or predictive forecasting

Manulife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Manulife and has not been reviewed or approved by Manulife.

  • Healthcare Strength Healthcare coverage is portrayed as comprehensive, spanning medical, dental, prescription drugs, vision, critical illness, and short- and long-term disability. Mental-health support is emphasized via EAP-style services and high annual coverage limits in some regions, alongside wellness programs and navigation tools.
  • Retirement Support Retirement offerings are positioned as a meaningful part of total rewards, including group RRSP/defined contribution pension options and employer matching in some cases. Ownership-related programs such as share purchase/stock options are also described as available for eligible employees.
  • Flexible Benefits Benefits are described as robust and flexible, with customizable packages and spending-account style options in some plans. Digital tools (mobile app/claims) and reward-linked wellness programs are framed as making benefits easier to use and more engaging.

Manulife Insights

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The Company
HQ: Toronto, Ontario
32,427 Employees
Year Founded: 1887

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms

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