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 Recent York CFO Management Reporting teams in Paris US Management Committee members Other Finance Teams US IT, HR and Risk departments Geographical area America, Canada City MONTREAL hybrid Bachelor Degree / BSc Degree or equivalent Level of minimal experience 11 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 information Entity About Crédit Agricole Corporate and Investment

📌 Head Of Planning And Management Control (Montreal)
🏢 Crédit Agricole
📍 Montreal