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 Toronto, providing financial services to Canadian financial institutions, banks, pension funds, SSA, and large Canadian-headquartered international corporations.
Crédit Agricole Services & Operations hosts support functions including KYC, back offices, risk, IT, legal, and finance, supporting growing operations in the Americas and complementing European and Asian operations platforms.
The Planning and Management Control department produces comprehensive reports for Head Office and local managers, delivers monthly commentaries on CA-CIB Americas activities, coordinates annual budgets, controls regional expenses, manages expense allocations, handles forecasting, and processes monthly closing entries for financing activities.
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 monthly and quarterly for the 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.
Team Leadership
- Manage and develop a team of nine 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
Requirements
- Bachelor Degree, BSc Degree, or equivalent.
- At least 11 years of relevant professional experience.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Expertise in Essbase.
- Comprehensive knowledge of the CA-CIB Group organizational structure.
- Strong understanding of accounting norms and standards, including GAAP and IFRS.
- Expertise in CA-CIB Management Control norms and standards.
- Strong analytical, summarization, prioritization, decision-making, and issue-resolution skills.
- Proven ability to work successfully in team environments, delegate, collaborate across disciplines, and develop team members.
- Ability to lead department transformation projects and structure activities conducted from different locations.
- Verbal and written communication skills in English and French are required.
Crédit Agricole CIB is the corporate and investment bank of the Crédit Agricole group. The company supports major companies and financial institutions in developing and financing their projects and is committed to responsible finance, diversity, inclusion, and employee development.