Senior Data Analyst, Financial & Workforce Planning

We are seeking a highly motivated Senior Data Analyst, Financial & Workforce Planning to join our team to support our North American Retirement Operations portfolio. Ideally, you are proficient at applying business intelligence and data analysis skills to financial reporting and workforce management use cases. The role has significant exposure to Senior Leadership and opportunities to collaborate with business stakeholders and data professionals alike. 

Your day-to-day will involve workforce and capacity planning, budget analysis, and reporting by delivering actionable insights that connect operational performance, staffing trends, and business results. You will develop and maintain documentation for data, reporting, planning, and workflow improvement projects and collaborate with multi-functional teams to promote self-serve reporting, strengthen forecasting and planning processes, and provide actionable insights for our stakeholders. Additionally, you will implement automation and workflow improvements to advance data-driven programs we deliver as a team. 

Position Responsibilities:

• Deliver budget-related reporting and variance analysis, including trend insights and management commentary to support business planning and decision-making.

• Identify opportunities to improve cost efficiency, resource utilization, and operational effectiveness through analytics, reporting enhancements, and process automation. 

• Support workforce and capacity planning by analyzing volumes, productivity trends, staffing requirements, and resource allocation needs across operations. 

• Develop and maintain team documentation for data, reporting, planning, and workflow improvement initiatives. 

• Partner with multi-functional teams to promote self-serve reporting, support planning and forecasting needs 

• Implement automation and workflow improvement solutions via Power Platform and Power BI to support scalable reporting, workforce management analysis, and operational decision-making 
   

Required Qualifications:

• Minimum 5 years of progressive experience providing operations, reporting, planning, or analytical support in an analyst capacity. 

• Proficiency in SQL, PowerBI, Power Automate, and Azure Databricks, with strong experience extracting, transforming, and analyzing data to support business decision-making. 

• Excellent communication skills, both written and spoken, with the ability to translate technical, operational, and business insights for diverse audiences. 

• Demonstrable ability to proactively ask questions, analyze trends, influence decisions, and deliver actionable recommendations rather than merely react. 

• Experience supporting forecasting, workforce planning, capacity planning, budgeting, or variance analysis in an operations or analytical environment. 

• Strong analytical skills with experience translating data into operational, staffing, and financial insights for decision-makers. 

• Advanced Excel skills as our stakeholders still mainly use Excel for financial and all-purpose reporting  

• Note: All candidates will have their communication, critical thinking, and technical skills subjected to testing during the hiring process.
   

Preferred Qualifications:

• Experience working on Agile teams using Scrum and Kanban   

• Experience with Call Centre analytics and operations

• Knowledge of Manulife & John Hancock Retirement products systems and operations. 

• Understanding of the financial/retirement regulatory environment. 

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

Salary range is expected to be between

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.