Senior Transformation & Finance Analyst

Reposted 5 Days Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Fintech • Insurance • Financial Services
The Role
The role involves managing EPM projects, conducting financial analysis, mentoring junior consultants, and enhancing operational excellence through data-driven decision-making and project management.
Summary Generated by Built In

Project / Service Delivery

· Ensure all EPM projects apply the appropriate project management framework (Agile/Waterfall/Hybrid), financial controls, OE methodologies, and data‑driven decision-making.

· Conduct deep‑dive analysis on expenses, GL postings, accruals, reclasses, and variances to provide insights that support productivity, efficiency, and financial accuracy.

· Partner with Finance, Controllership, and Business Units to validate GL structures, cost allocations, capitalization guidelines, and amortization logic as relevant to project goals.

· Provide mentorship to junior consultants on project management, OE tools, business case development, and financial analytics.

· Support prioritization of productivity initiatives by building business cases, ROI models, and financial impact estimates.

· Perform recurring portfolio analytics and operational metrics monitoring to ensure initiatives remain on track against defined targets (savings, efficiencies, expense reductions, cycle-time improvements, etc.).

Stakeholder Management

· Build strong relationships with Finance, BU leaders, Controllers, and global partners to drive alignment on financial integrity and productivity outcomes.

· Communicate financial insights, risks, and opportunities to senior stakeholders through executive-ready reports and presentations.

· Facilitate discussions on expense trends, GL governance, and operational or financial impacts of transformation initiatives.

Operational Excellence Champion

· Provide analytical and problem‑solving support for end‑to‑end expense management and productivity improvement projects.

· Conduct root cause analysis for GL discrepancies, expense anomalies, or operational

inefficiencies.

· Support forecasting, budgeting, and planning cycles by contributing productivity impact analyses and scenario modeling.

· Develop dashboards, portfolio trackers, financial models, and KPI scorecards.

· Support capability-building initiatives including OE, Agile, Lean, and finance literacy training for operational teams.

· Track innovation and emerging technology Proof‑of‑Concepts and quantify productivity and financial benefits.

· Support the development of maturity models, process maps, and future‑state designs that enhance operational and financial performance.

Minimum Hiring Requirements – Experience

1. At least 3 years combined experience in financial analysis, expense management, GL operations, process improvement, or productivity/transformation roles.

2. At least 1 year project management experience delivering cross-functional initiatives.

3. Experience partnering with senior leaders, preparing executive reports, and presenting financial and operational insights.

4. At least 1 year facilitating training or coaching in Operational Excellence, Project Management, or Financial processes.

5. Demonstrated experience building financial business cases, ROI analyses, and productivity models.

6. Passion for continuous improvement, financial accuracy, and operational discipline.

7. Experience as a process improvement consultant, financial analyst, transformation lead, or similar role.

8. Strong alignment with Manulife values and culture.

Desired:

1. Experience in GL or expense governance within a shared service, insurance, BPO, or controllership environment.

2. CPA is a big plus

3. PMP, Agile, Scrum, or Lean Six Sigma Certification (Greenbelt/Blackbelt).

4. Experience with financial or operational tools: Power BI, planning systems, statistical tools, ticketing or workflow tools.

5. Experience working with global stakeholders (North America, Canada, Asia).

6. Strong external network of OE, Finance, or PM professionals; up‑to‑date with industry trends and best practices

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].

Working Arrangement

Hybrid

Top Skills

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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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