Head of Planning and Management Control in Montréal

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

• 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
• 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
• 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

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.