Head of Planning and Management Control

Crédit Agricole SA; Montreal; Hybrid; CAD 110,000 - 160,000; Full time

Job summary

Crédit Agricole CIB Canada, based in Montreal, seeks a senior Finance & Planning professional to lead planning, reporting and control for the Americas region. You will oversee monthly closings, forecasts, budgets, and management reporting across three locations, coordinating with Head Office and CFO teams.

The role requires 11+ years of experience, a Bachelor degree, and fluency in English and French. You will mentor a 9-person team and drive cross‑functional improvements in CA-CIB’s control

Qualifications

• Bachelor degree or equivalent.
• 11+ years of relevant experience.
• Hybrid Montreal location.
• Fluent in English and French.

Responsibilities

• Coordinate monthly close meetings and P&L forecasts for ALM used in Head Office hedging.
• Manage J-15 and other Head Office forecasts.
• Coordinate annual budget process across the Americas.
• Ensure timely monthly data production per Head Office timelines.
• Prepare dashboards for CA-CIB Americas, USA Board meetings and regulators.
• Review and publish monthly P&L analyses; respond to Head Office/CFO inquiries.
• Oversee monthly bonus accruals for USA operations and close entries.
• Serve as FIX contact for CUSO; prepare recharges and billing.
• Lead a 9-person team across three locations; foster cross-disciplinary collaboration.

Skills

Excel

PowerPoint

Essbase

GAAP/IFRS knowledge

Management control norms

CA-CIB org structure

Financial analysis

English/French communication

Education

Bachelor degree / BSc

Tools

None

Job description

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

• 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
• 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

Geographical area

America, Canada

City

MONTREAL

hybrid

Bachelor Degree / BSc Degree or equivalent

Level of minimal experience

11 years and more

Experience

• 11yearsof relevant professional experience

Required skills

• Advanced proficiency in Microsoft Excel and PowerPoint
• Expertise in Essbase
• Comprehensive knowledge of CA-CIB Group organizational structure,
• Strong understanding of accounting norms and standards(GAAP / IFRS)
• Expertise in CA-CIB Management Control norms and standards

Analytical & Decision-Making

• Strong ability to analyze and summarize complex information
• Effective prioritization and autonomous work capabilities
• Excellence in decision-making and issue resolution
• Proven ability to work successfully in team environments
• Strong delegation and cross-disciplinary cooperation skills
• Capacity to develop team members
• Flexibility to adapt to changing business environments
• Ability to lead a department transformation project (IT Tools, reporting support...)
• Ability to structure an activity conducted from different locations (organization, policy and procedure...)
• Verbal and written communication skills in English and French required (You will need to service Anglophone clients and work with Anglophone colleagues)

General information

Entity

About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB)

Crédit Agricole CIB is the corporate and investment bank of the Crédit Agricole group, the 10th largest banking group in the world *.

We support major companies and financial institutions in their development and the financing of their projects.

As pioneers in responsible finance, social and environmental commitments are at the heart of our activities.

Joining our teams means working in a multicultural environment, both dynamic and stimulating, where you will contribute to developing a sustainable economy.

We support employees throughout their journey: you will develop your skills and access various mobility opportunities among the diversity of our businesses in more than 30 international locations.

Our culture is built on collaboration, innovation and openness, where everyone is valued and empowered.

By working every day in the interest of society, Crédit Agricole CIB aligns with the Group values committed to diversity and inclusion and placing people at the heart of all its transformations.

All our jobs are open to people with disabilities. We welcome applications from candidates of all backgrounds and experiences.

Ready to take part in our mission ?

*By balance sheet size - The Banker, Juillet 2025

Reference

2026-116488

Reference

2026-116488

Update date

14/10/2026