Asia Finance Transitions Analyst
The Manufacturers Life Insurance Company
Quezon City, PH
6d ago

Job Description :

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

General Accountability :

The transition analyst will work closely with Finance and supporting technical teams to drive process and system improvements that enable scale.

Primary business partners include business process owners ( BPOs ), global process owners ( GPOs ), Business Applications teams, and other key business partners from other cross-

functional teams. The ideal candidate must be able to use a collaborative, professional, and service-oriented approach to interacting with these business partners.

Key Responsibilities :

Process Review and Enhancement

  • Analyse and document current ( As-Is ) process and / or data flows and value stream maps
  • Capture and document future state ( To-Be ) process and / or data flows per business requirements
  • Define the actions steps to transform processes from As-Is state TO To-Be state, determine key milestones and estimate timelines to deliver
  • Creates and maintains related key documentation from the Transition Playbook to ensure sufficient transfer of knowledge such as data maps, process flow diagrams, KPIs (TAT and Quality), Service Level Agreements, Risk Assessments, Exceptions use cases, capacity calculation to ensure effective and sustainable transitions of work
  • Conducts process design review and testing versus the MBPS Operating Standards
  • Project Management

  • Creates the MS Project plan for assigned projects, coordinates effort estimate with task owners, incorporates reasonable buffer on external deliverables to ensure accurate forecasting of project milestones
  • Assist in enforcement of project deadlines and schedules
  • Takes input from various stakeholder, and appropriately and accurately applies comments / feedback
  • Understands the necessity of project standards and applies them consistently
  • Develops internal and external meeting objectives and agenda
  • Prioritize multiple tasks effectively
  • Transition Management

  • Own delivery of the transition methodology specifically on the EVALUATE Phase (BPMN / VSM / SIPOC analysis) using the transition playbook and define / maintain the Playbook script for common transition types
  • Work with Control Tower, Transition lead and Operations lead in carrying out changes and monitoring that it is consistently implemented across the organization
  • Support the group function by proactively liaising with the site support functions on their respective deliverables for work transitions
  • Prepares user training documents and delivers user training for newly developed applications, assists with update / creation of high-
  • level business process documentation

  • Works with service delivery team on completing business readiness documentation, collaborates with the business owners and users to prepare for business readiness and transfer knowledge of new process / system
  • Incident Management tracking and analysis of reported incidents. Recommend solutions or Escalate to appropriate departments.
  • Stakeholder Management

  • Preparation of presentation and management reports to senior leaders, which includes :
  • Findings and recommendations from process discovery

    Root cause analysis from reported incidents


  • Participates in root cause analysis to recommend enhancements or other appropriate actions to improve operational performance and customer service
  • Liaise between business and other departments, investigating issues, recommending and implementing solutions
  • Qualifications :

  • University Business Degree and / or recognized designation Management Information, Economics, Business, Finance; advanced degree (MBA or other) a plus
  • Working experience in different transition methodologies
  • Working experience on applying lean six sigma practices
  • Professional experience documenting processes and practices, in accepted project methodology artifacts, while effectively prioritizing multiple tasks, priorities, projects and deadlines
  • Intermediate to Advanced Excel skills and experience with database applications, preferred
  • Intermediate skills in using MS Visio or other process modeling applications
  • Intermediate skills in MS Project and SharePoint or other project management applications
  • Strong oral / written communication skills required to interact with Senior officers and representatives from other segments and functional departments
  • Demonstrable experience in a similar role
  • Logical, structured approach to performance monitoring and tuning
  • Ability to work closely with the business to understand requirements and craft solutions
  • Logical, structured approach (e.g. to prioritizing work, problem analysis and resolution)
  • Competencies :

  • Understands the basic concepts of project management, as they relate to the execution of tasks within a project
  • Demonstrates use of this competency in Data Collection, Research and Management
  • Able to perform assessments, provide advice, and contribute to capacity building on budget formulation and execution processes at the project level under senior staff guidance.
  • Takes personal responsibility and accountability for timely response to client queries, requests or needs, working to remove obstacles that may impede execution or overall success.
  • Takes personal ownership and accountability to meet deadlines and achieve agreed-upon results, and has the personal organization to do so.
  • Collaborates with other team members and contributes productively to the team's work and output, demonstrating respect for different points of view.
  • Actively seeks knowledge needed to complete assignments and shares knowledge with others, communicating and presenting information in a clear and organized manner.
  • Analyses facts and data to support sound, logical decisions regarding own and others' work.
  • This position description is intended to describe the general nature and level of the work being performed by employees in this job.

    It is not intended to be a complete list of all responsibilities, duties and skills required for this job classification.

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