emergiTEL is hiring a Head of Planning and Management Control for our client in the Financial Services industry.

This is an opportunity for an experienced finance qualified to lead financial planning, management reporting, forecasting, and expense control activities across the Americas region.

Job Title

Head of Planning and Management Control Department:

FIX - Management Reporting Reports To:

CFO Americas Compensation Expectations

$180K-$200K per annum as base. Team Locations:

New York, NY, Metropark, NJ, and Montreal, QC Team Size:

9 professionals

Our client is seeking an experienced Head of Planning and Management Control to oversee financial planning, management reporting, budgeting, forecasting, and expense management across the Americas region.

The department provides comprehensive financial reports to Head Office and local management, prepares monthly financial performance commentaries, coordinates annual budgets, and manages regional expenses and allocations. The team also oversees forecasting, monthly closing entries for Financing activities, and financial coordination between business lines, support functions, and Finance.

This role requires a strong financial and analytical background, proven leadership capabilities, and the ability to manage a geographically distributed team while ensuring accurate, timely, and reliable financial reporting.

What You Will Do Financial Planning and Reporting Coordinate monthly closing meetings and oversee monthly Profit and Loss (P&L;) forecasts for Asset and Liability Management (ALM), supporting Head Office hedging activities related to New York results.

Manage forecasts and other forecasting requirements for Head Office.

Coordinate and lead the annual budgeting process across the Americas region.

Ensure accurate and timely monthly financial data production in accordance with Head Office reporting deadlines.

Oversee financial planning processes and ensure consistency and reliability in financial reporting.

Management Reporting and Analysis Prepare monthly and quarterly management dashboards for the Americas Management Committee, the Board of CA Securities (USA) Inc., and relevant regulatory bodies.





Review and publish monthly P&L; analyses prepared by the team.

Analyze financial performance, identify variances, and provide meaningful insights to support management decision-making.

Respond to financial reporting requests and inquiries from Head Office and the CFO.

Ensure the quality, accuracy, and consistency of management reporting deliverables.

Operational and Expense Management Ensure accurate monthly bonus accruals for US operations.

Oversee monthly closing entries related to Financing activities.

Act as the primary FIX contact for CUSO Management.

Prepare monthly CUSO recharges and semi-annual billing.

Respond to inquiries related to expense allocations, recharges, and financial reporting.

Monitor regional expenses and support effective expense control and allocation processes.

Team Leadership and Development Lead, manage, and develop a team of nine professionals located across New York, Metropark, and Montreal.

Delegate responsibilities effectively and promote accountability across the team.

Foster collaboration between team members and cross-functional stakeholders.

Support professional development and build a high-performing team.

Establish effective processes, policies, and procedures to ensure consistency across multiple locations.

Lead departmental transformation initiatives involving IT tools, reporting support, and process improvements.

Improve the structure and organization of activities performed across geographically distributed teams.

Key Internal Stakeholders Management Reporting teams in Paris

US Management Committee members

Other Finance teams

Human Resources

Qualifications and Experience Education Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline is preferred.





Professional Experience 10-15 years of relevant professional experience in financial planning, management control, financial reporting, or a related field.

Demonstrated experience managing budgeting, forecasting, and financial reporting processes.

Experience leading and developing teams, preferably across multiple locations.

Experience working in a complex financial services environment is an asset.

Advanced proficiency in Microsoft Excel and PowerPoint.

Expertise in Essbase.

Strong understanding of accounting principles and standards, including GAAP and IFRS.

Knowledge of financial planning, management control, and reporting policies and procedures.

Ability to analyze financial performance, prepare management reports, and explain financial variances.

Experience with financial systems, reporting tools, and process transformation initiatives.

Familiarity with financial services organizational structures and management reporting practices.

Analytical and Decision-Making Strong analytical, problem-solving, and critical-thinking skills.

Ability to interpret complex financial information and present clear, concise conclusions.

Excellent prioritization and organizational skills.

Ability to work independently and make sound decisions.

Strong issue-resolution capabilities and attention to detail.

Leadership and Collaboration Proven ability to lead and develop a team of finance professionals.

Strong delegation and cross-functional collaboration skills.

Ability to build effective relationships with senior management and stakeholders.

Excellent communication and interpersonal skills.

Commitment to coaching team members and fostering qualified growth.

Adaptability and Transformation Ability to adapt to changing business priorities and evolving financial requirements.

Experience leading departmental transformation and process improvement initiatives.

Ability to improve reporting tools, workflows, and operational efficiency.

Strong organizational skills, including the ability to establish consistent policies and procedures across multiple locations.

This is an active position currently open for hiring. / Ce poste est activement ouvert au recrutement.

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