Posted 2 days ago
Process Design Analyst
AI Summary
Coordinates intake submissions, supports discovery and requirements gathering, and maintains analysis artifacts and pipeline data for Finance transformation initiatives. Prepares status updates, governance materials, and delivery transition documentation.
About this role
Key Accountabilities:
- Coordinate assigned intake submissions and confirm that core information is complete, accurate, and ready for triage, including the problem, sponsor, stakeholders, desired outcome, urgency, impacted processes, and available supporting evidence.
- Support discovery by scheduling and preparing working sessions, gathering stakeholder input, documenting current-state processes, pain points, manual workarounds, root causes, data needs, controls, assumptions, decisions, and open questions.
- Create and maintain core analysis artifacts such as intake records, meeting notes, process maps, requirements logs, stakeholder lists, issue and action logs, options summaries, and initiative briefs using agreed standards.
- Conduct research and basic analysis to identify recurring themes, duplicate or related requests, process improvement opportunities, dependencies, and information gaps.
- Work with Senior Business Analysts and Finance, IT, Data, AI, Automation, Analytics and Insights, Change Enablement, Risk, and delivery partners to clarify requirements and support solution assessment.
- Assist with readiness and routing assessments by organizing evidence related to value, strategic fit, complexity, risk, dependencies, ownership, capacity, and proposed next steps.
- Maintain timely and accurate pipeline data, follow up on actions, monitor aging and service expectations, and flag missing information or emerging blockers.
- Prepare clear status updates, dashboards, presentation materials, and governance packs; validate that recommendations and decisions are reflected consistently across records.
- Support delivery transition activities such as requirements walkthroughs, test scenario preparation, user acceptance testing coordination, issue tracking, business sign-off, and handover documentation when required.
- Support change and adoption activities by documenting impacted groups, readiness considerations, communications needs, training inputs, and post-delivery feedback.
- Contribute to the continuous improvement of templates, guidance, knowledge repositories, reporting, and Community of Practice materials.
- Complete assigned work with strong quality control, confidentiality, and attention to Finance data, process, and control considerations.
Qualifications and experience:
- Bachelor’s degree in Business, Finance, Accounting, Economics, Information Systems, Data Analytics, or a related discipline.
- 2 to 4 years of relevant experience in business analysis, Finance, process improvement, project coordination, operations, data analysis, or a related field. Equivalent combinations of experience and education will be considered.
- Foundational understanding of Finance processes and an interest in Finance transformation, automation, analytics, data, and AI-enabled ways of working.
- Experience gathering requirements, documenting processes, analyzing information, coordinating actions, or preparing stakeholder materials.
- Strong organization and follow-through, with the ability to manage multiple assignments and meet deadlines.
- Clear written and verbal communication skills and confidence working with stakeholders across functions and levels.
- Proficiency with Microsoft 365 tools; experience with Power BI, Power Platform, Alteryx, SQL, Python, Visio, or other analysis and process tools is an asset.
- Curious, collaborative, service-oriented, and comfortable asking questions, surfacing gaps, and learning new concepts quickly.
- Candidate must be willing to work night shift, 9:00AM to 5:00PM EST.
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].
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