Head Of Planning And Management Control

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 areaAmerica, Canada
CityMONTREAL
hybrid
Bachelor Degree / BSc Degree or equivalent
Level of minimal experience11 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 informationEntityAbout 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
Reference2026-116488
Reference2026-116488
Update date14/10/2026
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