Director, Head of Planning and Management Control

Crédit Agricole CIB; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Crédit Agricole CIB Americas is seeking an experienced Planning and Management Control leader to drive monthly close, forecasting, and budgeting for the Americas region in New York.

The role requires a Bachelor's degree and 10–15 years of experience, with strong Excel/PowerPoint and Essbase proficiency to support finance operations and cross-location collaboration.

Qualifications

• Bachelor's Degree required.
• 10-15 years of relevant professional experience.
• Advanced proficiency in Excel and PowerPoint.
• Comprehensive knowledge of GAAP/IFRS.
• Expertise in CA-CIB Management Control norms and standards.

Responsibilities

• Coordinate monthly close and oversee monthly P&L forecasts for ALM in NY results.
• Manage J-15 and other forecasts for Head Office.
• Coordinate and produce the annual budget process across the Americas.
• Ensure accurate monthly data production per Head Office timelines.
• Prepare local dashboards for various committees and regulatory bodies.
• Review and publish monthly P&L analysis prepared by the team.
• Respond to Head Office and CFO inquiries as needed.
• Ensure monthly bonus accruals for USA operations.
• Process monthly closing entries for Financing activities.
• Serve as FIX contact for CUSO Management.
• Prepare monthly CUSO recharges and semi-annual billing.
• Lead a team of 9 professionals across three locations.

Skills

Analytical ability

Leadership

Prioritization

Communication

Education

Bachelor's degree

Tools

Essbase

Job description

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
• Orocesses 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 of 9 professionals 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

Qualifications & Experience

Education: Bachelor's Degree (required)

Experience: 10-15 years of relevant professional experience

• 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...)