Head of Planning and Management Control

Job summary

Lead financial planning and reporting across the Americas, including forecasts, annual budgets, monthly close activities, P&L analysis, dashboards, and expense management. Manage and develop a nine-person team across three locations while coordinating with regional business lines, support functions, Head Office, and senior management.

Job details

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 Toronto providing 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 Finance supporting 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 certified Great Place to Work employer, 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 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 Télétravail : hybrid Application criteria Company Crédit Agricole CIB 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

What you’ll do

Lead financial planning and reporting across the Americas, including forecasts, annual budgets, monthly close activities, P&L analysis, dashboards, and expense management. Manage and develop a nine-person team across three locations while coordinating with regional business lines, support functions, Head Office, and senior management.

Requirements

The posting does not specify formal education, years of experience, or other explicit candidate qualifications. The role’s senior scope indicates a need for substantial experience in financial planning and control, reporting, forecasting, budgeting, and team leadership.

Listed skills

• Budgeting · Preferred
• Management Reporting · Preferred
• Financial planning · Preferred
• Team Leadership · Preferred
• Financial analysis · Preferred
• Stakeholder Management · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Management Reporting
• P&L Forecasting
• Budgeting
• Financial Analysis
• Expense Control
• Expense Allocation
• Monthly Closing
• Bonus Accruals
• Team Leadership
• Team Development
• Cross-Functional Collaboration
• Stakeholder Management

Job areas

• Finance & Accounting
• Management & Leadership
• Data & Analytics

More jobs from Crédit Agricole CIB