A large international financial institution operating across multiple regions, serving corporate, institutional, and commercial clients. The organization provides services in investment banking, capital markets, structured finance, commercial banking, and international trade within a highly regulated global environment. Position: Head of Planning and Management Control
Title : Head of Planning and Management Control
Location : Montreal
Work model: Hybrid, 2 days remote work allowed, in-office to start for training
Type of position : Full time, permanent
Salary: 170k-175k + 25% bonus + 4 weeks vacation. They offer a great benefits package. RRSP matching, you contribute 2% and they contribute 8%.
Role: The Planning and Management Control department produces comprehensive reports for Head Office and local managers, delivers monthly commentaries on the banks's 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.
Department: FIX – Management Reporting
Reports To: CFO America
Team Size: 9
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 corporate banking 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
New York CFO
Management Reporting teams in Paris
US Management Committee members
Other Finance Teams
US IT, HR and Risk departments
Qualifications & Experience
Education
Bachelor's Degree (required).
Professional Experience
10–15 years of relevant professional experience.
Advanced proficiency in Microsoft Excel and PowerPoint.
Expertise in Essbase. (not must have)
Comprehensive knowledge of Corporate banking organizational structure.
Strong understanding of accounting norms and standards (GAAP / IFRS).
Expertise in corporate banking 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.
Solid 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, etc.).
Ability to structure an activity conducted from different locations, including organization, policies, and procedures.

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📌 Head of Planning and Management Control (Quebec City)
🏢 Groom & Associés / Associates
📍 Quebec City