Head of Planning and Management Control

Job summary

Lead regional financial planning, forecasting, budgeting, monthly close activities, and management reporting for the Americas. Manage and develop a nine-person team, oversee expense controls and allocations, and coordinate with Head Office, local business lines, and support functions.

Job details

Head of Planning and Management Control A large international financial institution operating across multiple regions, serving corporate, institutional, and commercial clients. The organization provides services in investment banking, capital markets, structured finance, commercial banking, and international trade within a highly regulated global environment. Position: Head of Planning and Management Control Title: Head of Planning and Management Control Location: Montreal Work model: Hybrid, 2 days remote work allowed, in-office to start for training Type of position: Full time, permanent Salary: 170k-175k + 25% bonus + 4 weeks vacation. They offer a great benefits package. RRSP matching, you contribute 2% and they contribute 8%. Role: The Planning and Management Control department produces comprehensive reports for Head Office and local managers, delivers monthly commentaries on the banks's 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. Department: FIX – Management Reporting Reports To: CFO America Team Size: 9 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 corporate banking 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. Process 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 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). Professional Experience 10–15 years of relevant professional experience. Technical Competencies Advanced proficiency in Microsoft Excel and PowerPoint. Expertise in Essbase. (not must have) Comprehensive knowledge of Corporate banking organizational structure. Strong understanding of accounting norms and standards (GAAP / IFRS). Expertise in corporate banking Management Control norms and standards. Essential Skills Analytical & Decision-Making Strong ability to analyze and summarize complex information. Effective prioritization and autonomous work capabilities. Excellence in decision-making and issue resolution. Leadership & Collaboration Proven ability to work successfully in team environments. Strong delegation and cross-disciplinary cooperation skills. Capacity to develop team members. Adaptability Flexibility to adapt to changing business environments. Ability to lead a department transformation project (IT tools, reporting support, etc.). Ability to structure an activity conducted from different locations, including organization, policies, and procedures.

What you’ll do

Lead regional financial planning, forecasting, budgeting, monthly close activities, and management reporting for the Americas. Manage and develop a nine-person team, oversee expense controls and allocations, and coordinate with Head Office, local business lines, and support functions.

Requirements

Requires a bachelor's degree and 10–15 years of relevant professional experience, with strong knowledge of corporate banking, accounting standards, and management control. Candidates should have advanced Excel and PowerPoint skills, Essbase expertise (not mandatory), and demonstrated leadership, analytical, decision-making, and change-management capabilities.

Benefits

• 25% Bonus
• Four Weeks Vacation
• RRSP Matching (8% Employer Contribution; 2% Employee Contribution)

Listed skills

• Budgeting · Preferred
• Management Reporting · Preferred
• Microsoft Excel · Preferred
• Decision Making · Preferred
• Financial planning · Preferred
• Team Leadership · Preferred
• Forecasting · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Management Reporting
• Budgeting
• Forecasting
• P&L Analysis
• Financial Close
• Expense Control
• Accounting Standards (GAAP/IFRS)
• Microsoft Excel
• Microsoft PowerPoint
• Essbase
• Team Leadership
• Delegation
• Decision-Making
• Process Transformation
• Cross-Functional Collaboration

Job areas

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

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