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 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

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 of9professionals across three locations
- Delegate effectively and foster cross-disciplinary collaboration

Key Internal Contacts:

- CA-CIB Current York CFO
- Management Reporting teams in Paris
- US Management Committee members
- Other Finance Teams
- US IT, HR and Risk departments

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📌 Head of Planning and Management Control (Montreal)
🏢 Credit Agricole
📍 Montreal