Head of Planning and Management Control

Crédit Agricole; Montreal; On-site; CAD 120,000 - 180,000; Full time

Job summary

Crédit Agricole CIB Canada is seeking a senior Finance Planning & Reporting lead to coordinate monthly close, P&L forecasts, and the annual budget across the Americas. The role manages a team across three locations and interfaces with Head Office, US CFO, and regional management to deliver accurate financial analysis and reporting.

Responsibilities include dashboards, P&L reviews, monthly bonus accruals for USA operations, and coordinating billing and recharges.

Qualifications

• Experience leading finance planning and reporting teams.
• Strong analytical and data interpretation skills.
• Ability to coordinate budgets and forecasts across multiple locations.

Responsibilities

• Coordinate monthly close meetings and oversee monthly P&L forecasts for ALM used in Head Office hedging of NY results.
• Manage J-15 quarterly forecasts and other forecasts for Head Office.
• Coordinate and produce the annual budget process across the Americas region.
• Ensure accurate monthly data production in accordance with Head Office timelines.
• Prepare local dashboards for CA-CIB Americas Management Committee and regulatory bodies.
• Review and publish monthly analysis of the P&L; respond to inquiries as needed.
• Ensure proper monthly bonus accruals for USA operations; process monthly closing entries.
• Serve as key FIX contact for CUSO Management; prepare monthly CUSO recharges and semi-annual billing.
• Manage and develop a team of 9 professionals across three locations.

Skills

Financial planning

Management reporting

Forecasting

Team leadership

P&L analysis

Budgeting

Job description

Crédit Agricole CIB (CA-CIB) Canada is the home of Crédit Agricole CIB Canada Branch and Crédit Agricole Services & Operations.

The Canada Branch has offices in Montreal and Torontoproviding financial services to Canadian Financial Institutions, Banks, Pension Funds & SSA and to large Canadian headquartered international corporations.

Crédit Agricole Services & Operations is hosting a part of all Crédit Agricole CIB’s support functions, from KYC, Back Offices, Risk, IT, Legal or Financesupporting our growing operations in the Americas and complementing our European and Asian operations platforms in a “follow the sun” approach.

When you join CA-CIB Canada, you are joining a certifiedGreat Place to Workemployer, and a highly engaged workforce.

The Planning and Management Control department produces comprehensive reports for Head Office and local managers, delivers monthly commentaries on CA-CIB Americas activities, and coordinates annual budgets. The team controls regional expenses, manages expense allocations, handles forecasting, and processes monthly closing entries for Financing activities while serving as the primary interface between local business lines, support functions, and Finance on all finance-related matters.

Primary Responsibilities

Financial Planning & Reporting:

• Coordinate monthly close meetings and oversee monthly P&L forecasts for ALM used in Head Office hedging of NY results
• Manage J-15 quarterly forecasts and other forecasts for Head Office
• Coordinate and produce the annual budget process across the Americas region
• Ensure accurate monthly data production in accordance with Head Office timelines

Management Reporting & Analysis:

• Prepare local dashboards on a monthly/quarterly basis for CA-CIB Americas Management Committee, CA Securities (USA) Inc. Board Meeting, and regulatory bodies
• Review and publish monthly analysis of the P&L prepared by the team
• Respond to Head Office and CFO inquiries as needed

Operational Management:

• Ensure proper monthly bonus accruals for USA operations
• Processes monthly closing entries for Financing activities
• Serve as key FIX contact for CUSO Management,
• Prepare monthly CUSO recharges and semi-annual billing, responding to inquiries as needed

Team Leadership:

• Manage and develop a team of9professionals across three locations
• Delegate effectively and foster cross-disciplinary collaboration

Key Internal Contacts:

• CA-CIB New York CFO
• Management Reporting teams in Paris
• US Management Committee members
• Other Finance Teams
• US IT, HR and Risk departments