Corporate Senior Financial Planning & Analysis (Fp&A) Analyst

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other.  We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

It's More Than a Job, It's a Career

As a Corporate Senior Financial Planning & Analysis Analyst, you will have the opportunity to gain broad perspectives of Caterpillar, interacting with individuals across the company to support Caterpillar business processes. In addition, you will have the opportunity to develop tools in a fast-paced and innovative global organization. This role will encourage you to demonstrate and develop your leadership skills, utilizing excellent communication, presentation and financial analysis skills as well as being a liaison with other groups throughout the enterprise. In addition, this role will be heavily involved in implementing strategic finance initiatives.

This exciting role is based in our new global headquarters in Irving, TX. Join us!

Job Summary

Perform work that has a true business impact by providing valuable insights to our Senior Leaders that will directly impact Caterpillar’s business, strategy and growth. Prepare monthly and quarterly reports detailing Caterpillar financial performance presented to key internal stakeholders. Provide timely and accurate financial record keeping and reporting as directed by management over period costs (Period Manufacturing and SG&A/R&D costs) and certain elements of employee compensation. Partner across the enterprise to support key projects related to business unit methodology and Global Finance strategy initiatives, including implementation of a new enterprise financial reporting and ERP system.

What You Will Do:

• Prepare key quarter-end charts and support review of all externally communicated financial reports
• Maintaining financial records in accordance with GAAP and organizational standards
• Creating and utilizing automated tools for the updating, analyzing and reporting of consolidated financial results
• Drive improvements and efficiencies in financial analysis and reporting processes, including support of system implementation project
• Collaborate across a variety of groups at Caterpillar, including finance, accounting, commercial and business divisions
• Lead monthly enterprise period cost analysis, support discussions with senior leaders on business results and demonstrate decision-making skills and ownership of results

What You Have:

• Education: Bachelor's degree within Accounting, Finance, or related field or equivalent experience
• Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision
• Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment
• Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors
• Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation
• Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material

Additional Info :

• The primary location for this position is our corporate headquarters in Irving, Texas
• Domestic relocation assistance is available for those who qualify
• Sponsorship is not available
• Domestic travel up to 5%
• This posting will close at midnight on March 5, 2024

What You Will Get:

• Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world.
• Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays.
• All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

About Caterpillar

Caterpillar Inc. is the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we’ve been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed.

Final details:

Please frequently check the email associated with your application, including the junk/spam folder, as this is the primary correspondence method. If you wish to know the status of your application – please use the candidate log-in on our career website as it will reflect any updates to your status.

#LI

Posting Dates:

Any offer of employment is conditioned upon the successful completion of a drug screen.   

EEO/AA Employer.  All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.

Not ready to apply? Join our Talent Community .