Financing Analyst analyzing complex business credit files and recommending financing conditions for Desjardins. Conducting credit controls, periodic reviews, and risk - management guidance.
About the role
- FATCA and CRS Analyst supporting tax reporting compliance at Manulife, an international financial services provider. Managing client remediation, regulatory controls, reporting readiness, and process improvements.
Responsibilities
- Analyze and action FATCA and CRS control reports weekly, monthly, quarterly, and annually
- Review change-in-circumstance, status change, and pending-status reports for remediation requirements
- Complete remediation for pre-existing account reviews, threshold-based monitoring, and high-risk client requirements
- Manage client outreach and follow-up for FATCA and CRS self-certifications and supporting documentation
- Support annual FATCA and CRS reporting readiness and regulatory filing requirements
- Provide guidance on FATCA and CRS operational requirements
- Participate in cross-functional discussions on regulatory changes, testing, and audits
- Identify opportunities to improve efficiency, reduce manual effort, and strengthen controls
- Participate in automation, digital transformation, and process improvement initiatives
- Maintain procedures, playbooks, job aids, and training materials
Requirements
- Ability to quickly learn and adapt to new systems, technologies, and business processes
- Demonstrated ability to identify process improvement opportunities and implement solutions
- Strong organizational, analytical, and problem-solving skills
- Ability to prioritize competing demands and manage a high-volume workload
- Attention to detail while meeting productivity, quality, and service standards
- Adaptability and resilience in a fast-paced, evolving environment
- Ability to work independently, exercise sound judgment, and take initiative with minimal supervision
- Strong relationship-building, communication, and stakeholder management skills
- Experience with Excel and Power BI
- Strong aptitude for learning automation tools and digital solutions
- Knowledge of FATCA, CRS, and High-Risk Clients is an asset
- College diploma or equivalent combination of education and relevant work experience
- Bilingualism (English and French) is an asset; required for successful candidates in Québec to support clients from various provinces outside Québec
Benefits
- Flexible work environment
- Learning and career growth opportunities
- Well-being and inclusion support
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
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