Head of Planning and Management Control
Core
Leads the Planning and Management Control department to produce comprehensive financial reports, manage regional expenses, and coordinate annual budgets for CA-CIB Americas.
Role type
Head of Planning and Management Control
Builds
Monthly P&L forecasts, quarterly forecasts, annual budgets, and management commentaries for Head Office and local managers.
Domain
Finance / Accounting
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Advanced Microsoft Excel, Essbase, GAAP/IFRS accounting standards, complex data analysis, team leadership, cross-disciplinary collaboration
Preferred skills
Department transformation project leadership, structuring multi-location activities
Technologies
Microsoft Excel, PowerPoint, Essbase
Responsibilities
Coordinate monthly close meetings and oversee monthly P&L forecasts; Manage J-15 quarterly forecasts; Coordinate and produce the annual budget; Ensure proper monthly bonus accruals; Manage and develop a team of 9 professionals across three locations.
Seniority
Senior, hands-on IC with team leadership