Director, Head of Planning and Management Control

Posted 3 days ago

credit agricole cibNew York (NY)

Financial Managers Corporate, Subsidiary, and Regional Managing Offices

SENIORITY

Manager

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About the role

Department Overview: 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
Orocesses 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 9 professionals across three locations
Delegate effectively and foster cross-disciplinary collaboration
Key Internal ContactsCA-CIB New York CFOManagement Reporting teams in ParisUS Management Committee members
Other Finance Teams, US IT, HR and Risk departments
Qualifications & Experience

Education: Bachelor's Degree (required)

Experience: 10-15 years of relevant professional experience

Technical Competencies:

Advanced proficiency in Microsoft Excel and PowerPointExpertise 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
Essential Skills
Analytical & Decision-Making:
Strong ability to analyze and summarize complex information
Effective prioritization and autonomous work capabilities
Excellence in decision-making and issue resolution
Leadership & Collaboration:
Proven ability to work successfully in team environments
Strong delegation and cross-disciplinary cooperation skills
Capacity to develop team members

Adaptability: 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...)

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